Follow

Tracking An Action as a Metric

ver. 1.0

 

Select the account. Click on the "Action Plan" tab and select the action you want to track as a metric.

Click the "Action Name".Tracking_An_Action_as_a_Metric_01.png

 

The slider will appear. Click "Edit".

Tracking_An_Action_as_a_Metric_02.png

 

The "Edit Action" page will appear. Click the "Track As Metric" switch. The page will expand to show the attributes of the metric.

Tracking_An_Action_as_a_Metric_03.png

Fill in the information:

a)  Metric Name - required field

b)  Metric Type - choose from Number, Percent or Currency

c)  Start Value - choose from None, K (thousand), M (million) or B (billion)

d)  Target Value - choose from None, K (thousand), M (million) or B (billion)

e)  Target Success Value - choose from "Greater than or equal to" or "Less than or equal to"

Tracking_An_Action_as_a_Metric_04.png

When done, click "Save".

Your metric will appear on the action card.

Tracking_An_Action_as_a_Metric_05.png

The "Action Owner" or assigned person will also see this on his "Dashboard".

Tracking_An_Action_as_a_Metric_06.png 

 

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk