When creating a new metric, you have the option to allow or disable manual data permissions for it. This helps to keep your manual data entry page organised and easy to use, with only the metrics that you'd like to add manual data for included.


Only users with Admin permissions can create new metrics or edit existing ones.


Creating a manual 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. Make sure the Loggable? toggle switch is turned ON. This is the setting that allows manual data to be recorded against the metric.

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

9. Click Create.


Enabling manual data for an existing 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. Click on the name of the metric to change its settings.

  4. In the window that appears, click the Loggable? toggle to ON to allow manual data.

5. Click Update.


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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