Measures, also known as Key Performance Indicators (KPIs), help organizations track performance over time, compare results against targets, and identify areas for improvement.
Adding a Measure
From the left navigation, click Elements.
Select Measures.
Click + Add Measure.
Enter a Name for your Measure (e.g., Net Promoter Score).
Select an Owner from the dropdown menu.
Click Save.
💡 Measures can be added to any Scorecard where you have permission. Once saved, they appear instantly in your Scorecard and related summary reports.
Editing a Measure
Locate the Measure you want to edit.
Click the kebab menu (⋮) and select Edit Element.
Use the tabs in the right-hand drawer to make changes:
Update Fields – Make changes specific to the current reporting period (e.g., Status, Analysis, or Recommendations).
Edit Fields – Update details that remain consistent across all periods (e.g., Name, Owner, or Reporting Frequency).
Series – Add or configure data series for your Measure, including calculations and evaluations.
Charts – Create or customize charts to visualize Measure data.
Links – Manage connections to related Objectives, Initiatives, or other Measures.
Notifications – Update notification preferences.
Click Save when finished.
💡 Use Update Fields for period-based updates and Edit Fields for permanent Measure settings.
Editing a Measure on a Detail Page
Open the Measure Detail Page.
Click the kebab menu (⋮) and select Edit Element.
Make edits under the appropriate tab (e.g., Edit Fields, Series, or Charts).
Click Save.
💡 Edits made from the detail page update your Measure instantly across all linked reports and dashboards.
Bulk Editing Measures
Check the boxes beside each Measure you want to edit.
Click Edit Multiple from the toolbar.
In the edit drawer, navigate to the Update Fields and Edit Fields tabs to make your changes.
Click Save when done.
💡 Bulk editing is ideal when updating ownership, reporting frequency, or current status for multiple Measures at once.