The Rolling Metrics page allows you to see and forecast metrics across multiple periods at once.
The ability to forecast future performance can be particularly useful for strategic planning and goal-setting.
In the image below, you can see quarter over quarter for the year.
- You can customize the column layout by selecting "More" in the top right corner. This enables users to tailor the view according to their specific needs and preferences. Adding a "Month" column is useful for tracking metrics over time, allowing for a month-by-month comparison and an easy place to update metrics all from one page.
- The ability to update metrics in one location for example from the Rolling Metrics page, those changes are automatically reflected on the Metrics page, and vice versa.
- You can use the Year drop-down menu at the top of the page to forecast targets for the next 3 years.
- Once you have forecasted your metric targets for 1 year and 3 years, you can update the One Page Plan with components to auto populate these forecasted metrics from the Rolling Metrics page. This is achieved by adding components, Metrics (year 1) and Metrics (year 3) to the One Page Plan.
For more information on Rolling Metrics, watch our instructional video here.