What are the 3 types of Metrics I can setup?

When setting up a Metric, you can track it in one of three ways:

1. Count Metrics

Count Metrics add up actual values from each interval, starting from zero and ending with your quarterly target.

Examples of Count Metrics:

• Revenue
• Number of New Clients
• Number of Qualified Leads

Example:
If you track New Clients, you start the quarter with zero and aim for a target number by the end of the quarter (e.g., signing 50 new clients).

 Since Count Metrics build toward a fixed quarterly total, future period targets will not automatically adjust based on actual performance. If a period's target needs to change, it must be manually updated through the Rolling Target, this change then flows through as a straight addition to the overall quarterly target. The Approved Target remains static, preserving the original goal for reference, often for planning purposes.

2. Measurement Metrics

Measurement Metrics start from an existing value and do not add up between intervals. Instead, they provide a running target throughout the period.

Examples of Measurement Metrics:

• Operating Cash
• Total Subscriptions

Example:

Example: If you track Operating Cash, you may start the quarter at $100,000 and have a goal of $150,000 by the end. Unlike Count Metrics, Measurement Metrics do not reset to zero each quarter.

Because Measurement Metrics track a value at a point in time rather than a cumulative total, future targets will automatically adjust based on the most recent actual. For example, if Month 1 is initially targeted at $116,667 but the actual comes in at $110,000, Month 2's target will automatically recalculate based on that $110,000 actual, rather than staying fixed at the originally planned figure.

Pro Tip: If you're unsure whether to use Count or Measurement, ask yourself:

• Does this Metric reset to zero each quarter? → Use Count
• Does this Metric carry over as a running balance and reforecast automatically based on actuals? → Use Measurement

3. Flat Metrics

Flat Metrics have a constant value where progression isn’t the goal. Instead, they track whether the Metric stays at or above a set target.

Examples of Flat Metrics:

• Net Promoter Score (NPS)
• Any percentage-based Metric

Example:
If your NPS goal is to stay above 80%, any score below 80% signals a missed target. However, this does not affect the quarterly target, since it's not cumulative.

Each Metric type helps track progress differently, so choose the best fit for your business goals!