Creating a New Metric

This article explains how to create a Metric and the fields used!

Aspire Software avatar
Written by Aspire Software
Updated over a week ago


Metrics are visual dial representations of lists. They can help manage your company at a glance and help keep up on issues going on within your company!

Creating a Metric

1. Click on the three dots in the Metric section on the Home screen as shown below.

  • Select the Element Type, which is an available list either default or created by you.

📌 Note: User created lists can be found in Select Advanced Search.

  • Type in a name for the Metric in the Display Name field.

  • Select the Display Type from the options in the drop down menu in this section.

    • If you are unsure about which Display Type to use, please refer to this chart below to clarify the options.

  • Select the period, or range of time, that will be displayed within the dashboard.

  • If desired, enter a Goal Override. This should be a desired number based upon what you are measuring.

  • For example, you set up a dashboard to track monthly sales. Your goal for the team is $60,000. The goal override would be the value of expected sales for the month.

  • If desired, enter a Goal Range %. This is a value plus or minus that is acceptable for the goal override.

    For example, if your monthly sales goal is $60,000, and you enter 5% in as your goal range, an acceptable range would be $57,000 - $63,000. (As 5% of $60,000 is $3000. Subtract and add $3000 to 60,000 for the range).

💡 Goal Range and Goal Override are options on each Element Type for Metrics, except Score Cards.

  • Click Save.

Training Video


  • 0:00 Introduction

  • 0:28 Overview of Metrics

  • 1:25 Where Do Metrics Come From?

  • 2:24 When Metrics Don't Show on Your Dashboard

  • 2:50 Creating a Metric

  • 4:27 Editing a Metric

  • 6:03 Changing the Order of Metrics

  • 6:18 Review

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