How Do I Use Cascading Metrics?

Cascading metrics allow teams to break down a larger target into individual contributions, ensuring accountability and clarity.

Multiple child metrics can roll up to a single parent metric, and you can cascade metrics up to three tiers.

With cascading metrics, you can:

• Sum or average actuals and targets from child metrics.
• Assign different owners to each child metric, ensuring clear accountability.
• Structure metrics so individual team members contribute to an overall goal—for example, each salesperson owning a portion of a total sales target.

Best Practices for Setting Up Cascading Metrics

1. New Metrics: First, create the structure by establishing a parent metric. Then, add child metrics with their targets, ensuring they roll up correctly.
2. Existing Metrics: If linking existing metrics, create a new parent metric and connect the relevant child metrics to it. Team members will continue updating their assigned metrics, and the data will automatically roll up into the parent.

By following this approach, teams can efficiently track performance while maintaining alignment with overall company goals.