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Create Metrics

Select Team​

Select the team that needs to create Metrics, in case of creating Company Metrics – choose “Leadership team”.

To Continue, select Metrics feature on horizontal toolbar.

Create Measurable(s)​

  • Click “Create Measurable” to create the new ones.

    • Input “Title”
    • Select “Type” of the scorecard (usually measured weekly)
    • Select the right “Unit”: Number / Percentage / Currency

  • Set targets for each measurable and fill the “Goal”.

  • Select the “Owner” and “Team Owner”.

Grouping Scorecards with the same "Category" together helps organize data, separate responsibilities, facilitate comprehensive analysis, and provide guidance in performance and progress management. It aids in classifying Scorecards, structuring data, evaluating relationships, and planning effectively.

Aggregation Type​

Next, we need to select the aggregation type for Metrics. Choose the appropriate type based on the metric and usage needs.

There are three aggregation types available in the "Aggregation Type" field:

  • First - Sum: Accumulate weekly, to give the result aggregated by month, quarter, and year. Suitable for targets related to quantity or revenue,…
  • Second – Average: Average weekly to give the result aggregated by month, quarter, and year. Suitable for targets related to rate, for example "Customer satisfaction rate" .
  • Third – Last Value: Shows the last value of the measurable that always increases over time. Suitable for targets related to monitoring cash flow or debt.
  • Finally, click on "Create".

**Note: The key to success is to have only 5 to 15 metrics* in the Metrics to ensure that you are closely monitoring the most critical activities of the business.

So, you have successfully completed setting up an effective business Metrics on Simplamo.

Let keep track of the actual weekly data on the Metrics by conducting your weekly meetings.