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.
Enabling Manual Data for an Existing Metric
Log into your OneUp dashboard and click the menu icon in the top right.
Select Metrics from the menu that appears.
Click on the name of the metric to change its settings.
In the window that appears, click the Loggable? toggle to ON to allow manual data.
5. Click Update.
Creating a new manual metric
Log into your OneUp dashboard and click the menu icon in the top right.
Select Metrics from the menu that appears.
In the top right of your screen select Create Metric.
Here you have the option to create an Activity, Rolling or Conversion Metric. Ask us if you're unsure which you want to create.
Name your metric.
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.
🚨If you want your new metric to also pull data from your CRM please let the support team know so this can be connected for you 🚨
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.