Welcome to Metronomics Software, the cloud-based business platform for CEOs, leaders, and business coaches. Whether you are new to the platform or have used it before, this quick-tip checklist allows you to set up your Metronomics Software Profile to navigate with ease, and amplify your experience for greater results.
Account Preferences
Your individual Account Page is where you can set your preferences – including which emails you receive, password changes, image upload, 2FA, etc. Watch the instructional video here.
Company Settings (ADMIN ONLY)
Here you may add your company logo and customize which modules are seen on the left-hand menu by your team. Once you add a new company, it's recommended to initially start the new company with the following modules turned off - Rolling Metrics, KFFM, Swimlanes, Action Items and Reviews. The modules can be turned back on at a later date when team members are ready to use. Watch the instructional video here.
Daily Dashboard
Your Daily Dashboard is where you will do all your daily updates. Working from here will make it easy for you to stay up to date and share where you are with your team. Watch the instructional video here.
Adding Team Members
This function allows you to give access to your team in Metronome and set them up with the appropriate permission level. Watch the instructional video here.
Team View & Scorecards
Setting up your Team View and Scorecards is an important step in assigning functions which help to create accountability amongst your team. Getting started on Team View click here and Scorecards click here.
Meetings
It’s important to get your meetings set up – this is where your communication lies and where your company’s accountability piece begins. Watch the instructional video here.
One Page Plan
Your One Page Plan can now be added and worked on as you go through all the pieces with your team. Your metrics and priorities will be brought in. Watch the instructional video here.
Annual Prioirities
Annual company goals can be associated with differentiators and you can see the quarterly priorities that are associated to help see how you are reading your goals. Get start on Annual Priorities here.
Company Quarterly Priorities
Add your company quarterly priorities here. If you do not have them set yet, not a problem, move on to the next step and come back when you are ready to add them in. Watch the instructional video here.
Company Metrics
While you may not have all your company metrics defined, if there is even one number that your company is tracking and you look at it daily (or weekly) let's get it in so that we can bring it into your meetings. Watch the instructional video here.
Action Items
Action Items are the Who What When out of your meetings – this page can be used to search from meetings and priorities that you have access to. Get started on Action Items here.
Reviews
Reviews are a way to have peer reviews using all the data stored in Metronome. Get started on Reviews here.
Rolling Metrics
Visualize your metrics with a year to date view. Get started on Rolling Metrics here.
KFFM
The KFFM identifies which functions are key to making money and how you can improve on them to make your business run more efficiently. Watch the instructional video here.
Swim Lanes
Swimlanes supports the visualization and operationalization of the 3 year highly achievable goal (3HAG). Get started on Swimlanes here.
War Room
The War Room is a centralized space where you can visually communicate your strategic plan. Get started on your War Room here.
Summary Email
A Summary Email is a great way for the CEO to get out a weekly email to the team (or board) with the status of your company goals. Watch the instructional video here.
Helpful Tips: Using Tags, Advanced Search and Privacy Settings
Tags
Tags can help you to drill down on the metrics and priorities you are looking at - this is most helpful in meetings. Tags can also be used in the One Page Plan when creating company divisions. Watch the instructional video here.
Advanced Search
Quarterly Priorities and Metrics can further be searched using the Advanced Search function. Please see steps here.
Privacy Settings
Privacy Settings can be used to limit which team members can see which metrics and priorities. Watch the instructional video here.
Be sure to also check out our Helpful Tips Articles here.