Metrics Table

The metrics table is where data is entered and viewed, tracking the real data behind your company. For example, this is where you can enter your actual financial performance, as compared to projected, and then analyse the information graphically or textually.

View your metrics

metrics table screen

You can click on any of the column headings to sort by this value, in ascending or descending order.

You can navigate back and forward between multiple pages of results by using the Previous and Next arrows down the bottom right hand side of the page.

You can also use the search button at the bottom left hand side of the page, to narrow down the number of results you see on this page. (As soon as you start typing the results will be filtered.)

Double click on any of the items to open the overview page for it. Here you can add targets or actuals, which populate the graphs above.

If the actuals buttons are greyed out, this means you do not have access, and cannot update this metric.

Create a new metric

You can create three types of Metric:

  • Basic – where you manually enter targets and actuals.

  • Calculated – use a series of fixed numbers and other metrics to create a new metric.

  • Cascading – similar to calculated, but pre-set.

Note: metrics can be entered for blocks on any level, not just the leaves, but only cascading metrics reflect the data for that block.