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
- Click More in the top right corner
- Select the columns you want to display (e.g., Month for month-over-month tracking)
- 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