Metrics - How to Add from Strategy App

1. Introduction

By setting, pursuing, and analyzing progress toward a metric you and your team will develop strategic skills that will help you run a more effective and impactful organization. Causey allows for three types of metrics: Key Metrics, Focus Area Metrics, and Goal Metrics.

Introduction

2. Adding a Metric

All metrics, regardless of where they will display on the plan, must first be entered using the Metrics app. If you are working on your plan, you can also be directed to create a new metric when adding or editing a Focus Area, Goal, or Key Metric. Simply follow the "Create one now" link on those forms.

Adding a Metric

3. Adding a Key Metric from the Strategy App

Adding a Key Metric from the Strategy App In Section 1: Our Compass, select the Manage Key Metrics button.

Adding a Key Metric from the Strategy App

4. Key Metric

Using the select box, add the metric you'd like to display as a Key Metric and select save.

Key Metric

5. Key Metrics section

The metric selected will now display in Section 1: Our Compass in the Key Metrics section.

Key Metrics section

6. Adding a Focus Area Metric from the Strategy App

Adding a Focus Area Metric from the Strategy App Find the Focus Area for which you want to display a metric and select Edit Focus Area.

Adding a Focus Area Metric from the Strategy App

7. Focus Area Metrics

Scroll to find the Focus Area Metrics section and add the metric you want to display from the menu. Not seeing a metric you want to add?

Focus Area Metrics

8. Focus Area Metrics

Make sure that it has been added in the Metrics app and has been selected to display on this plan. Select Save

Focus Area Metrics

9. Focus Area

And the metric(s) will now display in the Focus Area on the plan.

Focus Area

10. Adding a Goal Metric from the Strategy App

Adding a Goal Metric from the Strategy App Find the Goal for which you want to display a metric and select Edit Goal.

Adding a Goal Metric from the Strategy App

11. Goal Metrics

Scroll to find the Goal Metrics section and add the metric you want to display from the menu. Not seeing a metric you want to add? Make sure that it has been added in the Metrics app and has been selected to display on this plan.

Goal Metrics

12. Choose Goal Metrics

Not seeing a metric you want to add? Make sure that it has been added in the Metrics app and has been selected to display on this plan.

Choose Goal Metrics

13. Display in the Goal

Select Save and the metric(s) will now display in the Goal on the plan.

Display in the Goal