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Configuring Key Metrics

Specify the KPIs you want your team to have the most visibility on

Overview

Key metrics allow you to specify a priority group of metrics that will always appear on the platform in certain situations. These are

  • When the key metrics only setting is used on a dashboard widget,

  • When adding new metrics to a Report or Chart, Key Metrics will appear first in the list, followed by metrics that are not labelled Key Metrics.

Making a metric a Key Metric

🔐 Permissions required: Manage Metrics & Conversions - only given to Admins by default.

  1. From the top navigation bar, click the manage icon on the right, next to your profile picture or initials.

  2. Then, select Platform Settings.

    platform settings under manage icon

  3. Head to the Metrics area, under Data.

    This will open a page showing all the metrics that are available to you on your OneUp account.

  4. Click the key icon to the right of metric name:



    Or, click the name of the metric you'd like to make a Key Metric, and from the pop out window that appears, find the Key Metric? option at the bottom of the page.

  5. Toggle this on and click Update to save your changes.

Tips 💡

  • We recommend making Key Metrics the ones your business cares the most about, or are monitored by the majority of the team. This way, when new Dashboard widgets are configured, these metrics appear by default (using the Key Metrics only option).

  • If you have many parent metrics, we recommend making these Key Metrics and turning off the Key Metric toggle on the child metrics inside them. This reduces clutter in the Key Metrics list.

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