Metrics FAQ's

Name of the Metric: 

Specific, something that you can look and know what it is right away.

State date & Due Date: 

A Metric can be ongoing, some do have an end date but this is not mandatory.

Description: 

This should outline what the data is looking to achieve or, where the data is coming from or, how this relates to the strategic plan. Although this field is not mandatory.

Visibility: 

Who gets to see the goal, Team, Individual or personal - Team Metrics are assigned to the team and visible to all users within that team. The individual Metrics are assigned to the individual user and can only be seen by the user and other users with admin permissions.

Team: 

Here we select the team that this Metric will fall under.

Goal owner: 

Who is the one person accountable for the Metrics success. There may be many people working towards the success of this Metric and they can be responsible for some information, but who is the one person who is accountable for its success

Format as: 

Currency or a number or a percentage

Decimal Places: 

How many decimal places would you like this metric to show you? RESULTS.com allows up to 7 decimal places.

Average of values: 

This is an average of all values in the in the data set - outlined by the "Reset Intervals"

Current Value:  

This is the most recent value in the data set - outlined by the "Reset Intervals"

Sum Vales: 

This is a SUM (Total added calculation) of the entire data set - outlined by the "Reset Intervals"

Reset Intervals: 

Resets the calculation of the values by preference

Working Days: 

Are the days of work that need to be included in your goal if you set it to pro-rate

Reminder Interval: 

This when the Metric will show you a flag that displays in the top right corner of the Metric if data is not entered

Target Values & Metric Strategy: 

This is where you set the thresholds for the data to display in Green, Yellow or Red. The "Target" field is the value you set when you would expect to see the number go Green. The "Warning" value is where you would expect the number to go Red. The value between the "Target" and the "Warning" is where you will be in the Yellow. You can enter these values to promote in either direction, for example, a Metric that counts down "Minimise" or a Metric that counts upwards "Maximize"

Pro-Rating Strategy: 

You must have a due date or a reset interval in order to use the Pro-Rating feature because Prorating needs an endpoint in order to calculate the values correctly. (The reset intervals cannot be "Never" or "Every day")

• My Data Always Starts at Zero - Tracking numbers upwards in an increasing count format, tracking how much work has been completed. Increase pro-rating format
• My Data Doesn't start at Zero - Tracking numbers from a higher number down to Zero, an example here is Accounts receivable, where you will start at a specific target number and tracking downwards in a decreasing count format. Decrease pro-rating format
• Nither/Both - this will turn off pro-rating and have an even target threshold through a period of time, or infinite time 

Timezone: 

The timezone you would like this Metric to align to

Copy Data: 

This will copy the data from another metric

Goal Equation: 

This will allow you to create a goal with an equation, for example, you may want to track the number of total sales MINUS the customer acquisition costs for the month or the Total sales MINUS the sale value of repeat customers

Starring a Goal: If you choose to star this goal, it will show up on your dashboards under starred goals. It will also add your name to the information tab