Performance Metrics Training Videos
Module Introduction
The Performance Metrics module allows users to define, track, and analyze key performance indicators (KPIs) essential for monitoring organizational performance. This module includes functionalities for setting up metrics, importing historical data, and entering new metric data manually, ensuring comprehensive performance management.
For more detailed information, please visit the Performance Metrics Module category in our help center.
Training Videos
Performance Metrics Setup
Recommended Audience: Setup Decision Makers, Administrators, Super Users
This video covers how to create and configure Input Metrics, Formula Metrics, and Conversion Metrics within the Performance Metrics module. It includes setting targets and conducting plausibility reviews, which are essential steps before importing historic or adding new data.
Conducting a Metric Import
Recommended Audience: Setup Decision Makers, Administrators, Super Users
This video explains how to add historic metrics data to the platform. It includes creating the import template and importing the CSV document into the platform, ensuring accurate and efficient data transfer.
Entering Metric Data
Recommended Audience: Setup Decision Makers, Administrators, Super Users, General Users
This video demonstrates how to enter metric data into the platform manually. It covers filtering metrics to find specific data by date, location, or tag. Additionally, it provides an overview of importing data and how to troubleshoot errors that may occur during the process.
