Cascading metrics allow you to cascade metrics out to the team, so individuals can own a fraction of the overall target.
- You can roll up multiple Metrics into a single, overall Metric by creating child Metrics that link to a parent Metric. Metrics can cascade down through multiple tiers, allowing for detailed tracking.
- Cascading Metrics automatically sum or average the actuals and targets from child Metrics. This setup enables different team members to own child Metrics, increasing accountability. For example, each sales team member can manage their own target, contributing to the overall sales goal.
To create a cascading metric:
- Add a blank parent Metric. (Avoid entering targets or actuals, as these will be pulled from the child Metrics)
- Once the parent Metric is set (image 1: red box 1), navigate to + Add Child Metric below the Metrics table and click to add (image 1: red box 2).
- From the Add Child Metric pop-up window (image 2: red line 1), title the Metric (image 2: red line 2).
- Please know, the remaining information is automatically copied from the parent Metric for Frequency and Type of Metric. Next click Add to save.
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- Below the parent metric, you will now see a chevron (image: red arrow 1) to expand the cascading Metric and to see the child Metrics below (image: 2). At this time there are no targets for the parent Metric, the target is empty for the quarter (image: red arrow 3).
- Once the structure of the cascading Metric is set-up with the child Metrics, next add the targets to the child Metrics which will roll-up to the parent Metric (image: red box 1, 2, 3).
The cascading Metric is now complete in set-up. The actuals need to be entered into the child Metrics which will cascade into the parent Metric. The same applies when viewing cascading Metrics from the Rolling Metrics page, the actuals and targets needs to be entered into the child Metrics.
To create a cascading metric from an existing metric that already contains actuals and targets, you will need to create a new parent Metric first. Then next link the existing Metric(s) and any other new child Metrics to the new parent. Once it is complete in set-up, the team members will continue to update the Metrics they own which will cascade into the new parent Metric.