Overview

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.


Only users with Admin permissions can create new metrics.


Creating a new Metric

  1. Log into your OneUp dashboard and click the circular Settings button in the bottom left of your screen.

  2. Select Metrics from the menu that appears.

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

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

  5. Name your metric.

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

  7. If you want to hide your metric from consultants' Dashboards, turn off the Key Metric? option at the bottom of the pop-up window.

Pulling data directly from your CRM for the new metric?

Simply click Create and let us know that you've set up your new metrics so that we can link them up to your CRM!

Creating your metric to show the totals for multiple metrics?

Here you will need to use the Child metrics option to identify which metrics should feed into your total metric. For example, if creating a Total Placements metric, you might select Perm Placements and Contract Placements as your child metrics.

Check out this article for help setting up your Parent metric.


If your data is appearing incorrectly, check you have set the correct 'Type'.

If no data is appearing at all, the rules may be misconfigured.

Contact us via the support chat.


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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