Metrics - Advanced

When adding a metric, the advanced section offers precision and entry options which allow you to further customize the metric.

Select the precision. Precision determines how many decimal places your metric can have.

An example: Consider a measurement of 1.261

Precision 1 would cause the measurement to be shown as 1.3 (rounds up).

For Precision 2 --- 1.26.

And for Precision 3 --- 1.261.

and so on.

Select the measurement entry type for this metric. You can select snapshot or delta. Snapshot is a point in time measurement. Delta measurements will measure the change since it was last recorded.

For example, imagine you have a metric that captures how many people participate in your organization’s events.

A snapshot measurement might say, “As of today's date, 120 total participants have come to events this year.” The measurement number here is 120.

A delta measurement might say, “Before today we had 108 total participants, but 12 came to the most recent event." The measurement number here is 12.”

Select Save to save the metric.

The metric populates at the bottom of the metrics list. (Tip: Rearrange the metrics list using the up-down arrow.)

To add or edit a target or baseline, select the Add Target or Add Baseline buttons. Edit, clone, or delete a metric by selecting the three dots button.

To add a measurement, select the progress tracker circle or Add Measurement button.

Enter the status, value (as a snapshot or delta), date of measurement, and notes. Select the check box to notify the Metric Champions of the update and save.

The measurement will now display under the metric. Expand the metric for more information by selecting the plus sign next to the progress tracker circle.

When the measurement has been expanded, you can edit or delete it. You can also view the changes from the previous measurement.