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How to create a new metric

Tom Moverley-Foster avatar
Written by Tom Moverley-Foster
Updated over a year ago

Your list of Metrics on OneUp is completely customisable! We always recommend sitting down with your team to decipher exactly what you really want to drive and display using our platform.

Don't presume you're stuck with the standard workflow, even unique note types logged in your CRM can often be displayed! Check with one of our support team to see if this is an option for you.

In addition, you can use manual data to log a whole range of things - we have clients who have created metrics to track their Christmas Bonus Scheme, LinkedIn activity, and even their gym sessions!

If you want your new metric to retrieve data from your CRM, please get in touch with the Support Team - your CRM and OneUp won't link data up automatically.

Creating a new Metric

  1. Log into your OneUp dashboard and click the menu icon in the top right. Select Metrics from the dropdown menu.

  2. In the top right of your screen select Create Metric.

  3. Here you have the option to create an Activity, Rolling or Conversion Metric. Ask us if you're unsure which you want to create.

  4. Name your metric.

  5. Under ’Type’ decide whether it is a Quantity, Currency, or Duration metric.

  6. If you want to be able to upload manual data against this metric, toggle the Loggable option on. If you want to show your metric from consultants' Dashboards, toggle the Key Metric option on.

    If you want existing metrics to feed into your new metric (eg - if you want to create a Total Placements metric, which combines Perm Placements and Contract Placements), you need to add these as Child Metrics, making this metric a Parent Metric. Head over to this article to learn more about this!

  7. Hit Create to save your new metric.

Once you have completed these steps and wish to get data from your CRM, please contact the Support team using our live chat to get this linked up.

If you don't need to pull data from your CRM, or if this is a parent metric then there is no need to do this!

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Troubleshooting ✨

If you still require help on this topic, get in touch with our support team via the chat. We'll be happy to help! 💙

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