How do I set Quarterly Targets?

In this article we'll go over how to set & manage your Quarterly Metric targets.

When you set Quarterly Targets in Metronome, the systems will automatically calculate your target pace for you - no more guessing whether you are on pace or not!

Like priorities, Metronome uses a color system to efficiently help communicate the performance of a Metric to you and the rest of your team.

Remember: The color can be set to automatically update, or you can choose to manually update the color on your Metrics.

Let's first go over how the Default Status Percentage works as it relates to colors.

Understanding Default Status Percentages

1. When you first create a Metric, the following color association populates by default:
   1. Super Green = 110%

1. 1. Green = 100%

1. 1. Yellow = 90%

1. 1. Red = <90%
2. If you want to change how the colors are calculated, you can edit by clicking the drop-down arrow and entering a new percentage.
   1. Note: You will only be able to update the Super Green, Green, and Yellow percentages. The percentage as it relates to the Red color automatically updates to be anything lower than the Yellow percentage lower bound.
3. If you manually update the color of your Metrics, here's a suggested criterion:
   1. Super Green = Exceeding
   2. Green = On-track
   3. Yellow = Chance of Missing
   4. Red = Will not Achieve

How Targets Update Automatically

1. Any updates to the status target box will also update the Quarterly Metric Target, and vice versa.
2. Changes made in the Rolling Metrics page (e.g., forecasting targets) will automatically adjust the Super Green, Green, Yellow, and Red values on the Metrics page.
3. Past periods remain unchanged when updating future targets, keeping historical accuracy intact.

Cascading Metrics & Targets

1. For Cascading Metrics, the target will either be the sum or the average of the child metric targets, depending on how you set it up.
2. This can be reviewed in the settings panel of the parent metric.

Updating Targets for a New Period

For a new period, you can update your targets in two ways:

1. From the Rolling Metrics page
2. From the Metrics page by entering values in the Quarterly Target box.

NOTE: Calculation Differences by Metric Type

• Count & Flat Metrics → The Default Status Percentage is based on the Quarter Target.
• Measurement Metrics → The percentage is calculated from the difference between the Start Target and the Quarter Target.

For example:

• Start Target = 100, Quarter Target = 200 → The 10% increase applies to the difference (100), making Super Green = 210.
• Quarter Target = 200 for a Count or Flat metric → The 10% increase applies to 200, making Super Green = 220.