Overview

By default, all of the metrics and targets created on your OneUp account are displayed on your consultants' Dashboards. If you'd like to customise which metrics your team can see on their Dashboard, these steps will allow you to do so.


Admin privileges are required to make these changes.

Changes made will affect ALL users on your OneUp platform.


Key Metrics

Key metrics are visible to all users on their OneUp Dashboard. These are the key KPIs that you want your team to really focus on. There may be other metrics, used for deeper level analysis by management, for example, that you would rather remove from a consultant's Dashboard in order to keep it clean and focused.

In order to do this you need to remove the 'Key Metric' status from the metric in question.

Editing Key Metric Status

  1. From your dashboard, click the circular Settings button at the bottom left of the page.

  2. From the menu that appears, select the Metrics option.

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

  4. Simply click the name of the metric you'd like to hide, and from the pop out window that appears, find the 'Key Metric?' option towards the bottom.

  5. Turning this on or off will change whether the Metric is 'Key' or not.

  6. Don't forget to hit 'Update' at the bottom to save your changes.


Even if you have a target set for a certain metric, once you indicate that this metric is no longer 'Key', the target dial will not be visible on your users' Dashboards.


Troubleshooting

If you still require help on this topic, get in touch with our support team via the chat system or email support@oneupsales.co.uk.

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