A Metric tells CoachAccountable what you're tracking, the duration you'll be tracking, and, if fitting, the target you want to hit.
Setting up a Metric - Basic setup
Choose the client you want to create a Metric for, then click the Metrics tab from the Left Sidebar. To begin a new Metric, click the + next to Metrics or the +Metric button.
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The Create a Metric window will appear. Choose which type of Metric you'd like to create:
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Let's go through creating a new metric using a typical Measurement Metric as an example. Now, go through the prompts:
What: Here, you define whatever you want to track over time. In this example, we're using Weight.
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When: Set the duration and how often data should be recorded. After selecting a start date, you can either set a duration or choose an end date. In this example, we are doing a duration of 12 months (which sets the end date automatically). Frequencies that start on a day of the week, such as "weekly on Mondays," are determined by your start date. To change this, adjust the start date.
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Target: If fitting to do so, you can set a Target range for the Metric, and if getting higher or lower than the target values set is better. CoachAccountable computes a target trend line based on these numbers, providing a way to see if performance is on track to hit the end goal.
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Finish Up: Here, you'll set visibility and determine if you allow the client to modify or delete the Metric. You can set up having data piped in from a Worksheet.
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Now, click Finish and you're off to the races!
You can modify your Metric anytime to change the basic setup you did through the prompts.
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You'll adjust Data Entry to be either Regular (no running total) or Cumulative (keep a running total) here, as well. Regular is an all-purpose method for data entry, while cumulative works well for sales and other measurable productivity.
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You can also modify how the graph looks in Display. See this article for more information.
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