Metrics - How to Add from Strategy App

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.

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.

Visit this article to learn more about adding a metric in the Metrics app.

Adding a Key Metric from the Strategy App

In Section 1: Our Compass, select the Manage Key Metrics button.

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

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

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.

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

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

Adding a Goal Metric from the Strategy App

Find the Goal for which you want to display a metric and select Edit Goal.

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.

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