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Understanding different metric categories & types
Understanding different metric categories & types

Find out what the difference is between activity, rolling and conversion metrics and what these metrics are telling you about your data

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

Overview

When creating new metrics, you might have seen the options Activity, Rolling or Conversion. OneUp has the ability to track all kinds of data in different formats - these three metric categories make this possible. This article will explain each category, and the metric types within each, and provide some examples so you can be best informed on the right metric category to use for your data.

Activity Metrics

Activity metrics are the standard metric you'll see across the platform; these measure any type of performance against one specific point in time. They function differently from 'Rolling Metrics', which record performance over a range of time. Because of this, Activity Metrics can be viewed historically and are most often used to view revenue figures or actions performed by consultants.

There are 4 types of activity metric:

  • Quantity - how many times something has occurred (e.g: BD Calls, Jobs Added)

  • Currency - Revenue that can be converted between currencies (e.g: Perm Rev Booked)

  • Currency (Fixed) - Currency that won't be converted from its original type

  • Duration - An amount of time something has happened for (e.g: Call Duration)

We do not recommend the usage of Currency (Fixed) metrics unless it is absolutely necessary - please open a support chat if you believe you need them! You can read more about OneUp's currency conversion here! 😊

When using the Reporting feature, Activity Metrics are most useful to review the actions of a consultant. Because they log 'activity' (such as BD Calls, Revenue Booked, Jobs Added, CVs Sent, Placements etc), they allow you to break down and understand the performance your consultants have recorded both currently and historically.

The above examples are not exhaustive but are common examples that you might see on the platform - if there's something you want tracked from your CRM but you're not sure if it can be done, please let us know and we'll do our best!

Rolling Metrics

Rolling metrics are another common metric you'll see on OneUp - they record data over a specific range in time (e.g from the start of a contract to the end) and will always show you the value of the data right now. This is in contrast to 'Activity Metrics', which record performance against a specific point in time.

There are 3 types of rolling metric:

  • Quantity - how many of something is currently occurring (e.g: Total Contractors Out)

  • Currency - a live figure of currency (e.g: Weekly GP)

  • Currency (Fixed) - Currency that won't be converted from its original type

Rolling Metrics can't be viewed historically at the moment.

When using the Reporting feature, Rolling Metrics are most useful to review current data that is recorded over a period of time (e.g: Current Weekly GP, Contractors Out). Because they log data that spans over a range of time, they allow you to break down and understand the current state of continuous performance as it is right now.

Conversion Metrics

Conversion metrics are typically used to display a measure of input to output (e.g: CVs Sent : 1st Interviews), but can compare any quantity/currency metric to another.

They come in two formats, percentages and ratios, and always compare the first metric you choose to the second metric you choose. For example, CVs Sent : 1st Interviews will compare how many CVs you send for a single 1st Interview. You can access additional information on how Ratios work on OneUp here! 😊

When using ratios, conversion metrics will always display a simplified ratio.

(e.g: 15:1, rather than 30:2). This can result in decimal ratios.

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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