Metrics are visual representations of single data points from lists found throughout the Aspire platform. They give you at-a-glance visibility into how your company is doing and help you keep ahead of issues.

This article explains how to create and edit metrics. Watch the video below and keep reading to learn more!

Creating a Metric

There are two ways to create a new metric:

On the Dashboard, click the three-dot icon next to any existing metric, then select New.

When viewing a list, click the three-dot icon in the top right corner of the screen and select Create Metric.

You can’t create a metric from a list if the list is filtered by Branch Manager or Branch Name.

In the Metric window that appears, fill in the following information:

1. Select the Element Type. This dropdown shows default system lists. If you choose the Select Advanced Search option, the Search View field appears which lets you choose from lists you’ve created.

   If you’re creating a metric from inside a list, the Element Type and Search View fields are auto-filled and can’t be changed.

2. Enter a Display Name that appears on the Dashboard. This name should clearly tell you what the metric is showing.

3. Select the Display Type from the options in the drop down menu in this section. Read our article introducing the Dashboard for examples of how each Display Type appears on the Dashboard.

4. Use the Shared with Users field to search for and select other people in your company who should also have access to this metric.

5. Use the Shared with Roles field to share the metric with everyone in your company who has the selected roles.

6. Use the Branch field to filter the metric to data from only the selected branches.

7. Use the Division field to filter the metric to data from only the selected divisions.

8. Select the Period, or range of time, that will be displayed within the dashboard.

9. If you selected Gauge or Progress Bar from the Display Type drop-down, enter a Goal Override. This is an ideal target for the metric, such as a monthly revenue goal.

10. If you selected Gauge from the Display Type drop-down, enter a Goal Range value. This lets you set a margin of error based on the Goal Override.
    Read our article introducing the Dashboard for examples of how Goal Override and Goal Range affect how metrics appear on the Dashboard.

11. Check the My Properties box to filter the metric to only properties assigned to you.

12. Check the My Opportunities box to filter the metric to only opportunities assigned to you.

When you’re done configuring the metric, click Save. The new Metric appears on the Dashboard!

Managing metrics

Click the three-dot icon next to any metric to access a series of actions. Let’s examine each one.

1. New - You just learned about this one in the previous section!

2. Edit - Reopens the same Metrics window as when you created the metric so you can make changes.

3. Configuration - This opens a window where you can click and drag Metrics to change where they appear on the Dashboard. Metrics appear in left to right, top to bottom order.

4. Refresh All - Click this option to refresh all metrics on the dashboard immediately. By default, dashboard metrics refresh only when you sign in or every 60 minutes if Hourly Dashboard Refresh is enabled in your user settings.

   You can refresh a single metric by clicking the refresh icon in the bottom right corner of the metric’s panel.

5. Delete - This, as the name implies, lets you delete the metric. 😁

Now you know all about creating and managing metrics. Next, learn about creating and managing KPIs and Insights.