How do I setup Rolling Metrics?

Track and Forecast Metrics Across Multiple Periods

The Rolling Metrics page allows you to view, update, and forecast your Metrics over multiple periods, providing a big-picture view of performance trends.

This feature is especially useful for strategic planning, as it enables you to track progress quarter-over-quarter and forecast targets for the future.

Key Features of Rolling Metrics

  • View past, current, and future metrics across multiple periods
  • Customize columns (e.g., show by Month, Quarter, or Year)
  • Update Metrics in one place—changes sync automatically to the Metrics page
  • Forecast future performance using the Year drop-down (forecast up to 3 years)
  • Auto-populate the One Page Plan with forecasted metrics

How to Customize the Rolling Metrics Page

  1. Click More in the top right corner
  2. Select the columns you want to display (e.g., Month for month-over-month tracking)
  3. Adjust the Year drop-down at the top to see past, present, or future metrics

How to Use Rolling Metrics for Forecasting

  • Use the Year drop-down to project Metric Targets for the next 1 to 3 years
  • Enter initial Targets in the Approved Column
    • When you are first entering a target, fill out the Approved column. You will notice the Target column automatically update.
    • When you need to re-forecast an existing Metric, update the Target column.
    • The reason this is important is that the Approved column will show you the original target that was set. The Target column will show you the re-forecasted target which is helpful for seeing how your target has changed versus what was originally agreed upon.
  • Once set, you can update the One Page Plan by adding:
    a. Metrics (Year 1) component
    b. Metrics (Year 3) component
  • This ensures forecasted metrics auto-populate into your strategic planning documents