It might look intimidating at first, but no matter the type, setting up a Metric is simply telling CoachAccountable what we're tracking, when do we want to be tracking it, and what target do we want to hit.
Let's go through the creation of a new metric using a typical Weight Metric as an example.
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 you can click the + next to Metrics or the +Metric button.
The Create a Metric window will appear. The first few options will define what the Metric will be tracking, how long the Metric will be tracking it for, and the frequency.
Name - Whatever it is you want to track over time. In this example, we're using Weight. Other examples would be Sales or Number of Appointments.
Unit of Measure - This answers how you will be measuring this Metric. For weight, it would be "lbs". Sales would be in "dollars". "Points" would be appropriate for more subjective Metrics such as happiness or effectiveness.
Date Span - This is the period of time in which you will be tracking this Metric. After setting the start date, you have a couple of options with the end date. You can either set the end date itself or you can choose the duration of the Metric, in this case, for 14 weeks. The end date will update itself based on the duration.
Frequency - This sets the schedule for your client to report on. Select the one that makes sense for what you're tracking. For a Metric where meaningful progress takes longer, go for less frequent reporting. For weight loss, we'll be using a bi-weekly frequency.
Frequencies that start on a day of the week or specific date, "weekly on Mondays" or "monthly on the 5th," are determined by your start date. In our example, the frequency options fall on a Monday, since July 5th is a Monday. To change this, adjust the start date.
Data Entry - There are two options here:
Regular means no running total. Numbers entered between reporting periods are independent.
Cumulative keeps a running total. The system sums all the numbers entered.
Let's take our weight example. If we record 200 lbs today, and 205 lbs in two weeks, Regular data entry would see 200 lbs today, and 205 lbs in the second week. If we were using Cumulative, we'd see 200 lbs today, and 405 lbs in the second week.
Regular is an all-purpose method for data entry. Cumulative works well for sales and other measurable productivity.
To learn how to use Worksheets to input data into Metrics, check out this article.
This is where you determine your start and end goals. Choose the starting and ending target. Then choose whether the goal is to meet or exceed, or get at or below. Since we're tracking weight, the goal is to get at or below the target.
CoachAccountable computes a target trend line based on these numbers. This line provides a way to see if performance is on track to hit the end goal. You can see a preview of this at the bottom of the page.
Modify display options - Clicking this link allows you to change how the graph looks. See this article for more information.
Reminders are key to consistent tracking and performance. For more on Reminders, check out this article.
Finishing Up and Editing
Finally, you can restrict the client from changing or deleting the Metric.
And you're done! The Metric is good to go. Remember that you're free to edit a Metric at any time by clicking its edit icon, found in the upper right corner of the Metric.