Metric Step

The Metric Step (formerly called the Number Step) allows you to show Metric data in a visually exciting way! With this step type, you can display one large Number or a Progress Bar on your TV channels. For example, you could show the number of active trial accounts, your social following growth compared to last week, or progress toward a company goal. It's a great way to keep a KPI top-of-mind!

To use the Metric Step, simply drag it into your lineup and select a Display Type from the dropdown menu. (Number or Progress Bar).

If you select Number:

  1. Give you Step a title. 
  2. Select a Metric to display.
    • Check "Include in display" to display the Metric label on your TV.
  3. Select a User, Team or Generic Identifier
    • Check "Include in display" to display the User, Team or Generic Identifier on your TV.
    • If you select a Team value to display on the Metric step, and that Team is missing a value for that Metric, we will auto-sum the values of the individuals on that Team.
    • Use a Generic Metric in tandem with the Metric Step to display any non-user related metric.
  4. Select a background & transition.
  5. Select a duration.
  6. Click Save. 

If you select Progress Bar:

  1. Give you Step a title. 
  2. Input a Target Value
    • Check "Include in display" to display the Target Value on your TV.
    • *Note: the Target value is the end point for your Progress Bar and should relate to the Metric you want to display. We recommend using a company or team goal like your Quarterly Revenue Goal or Monthly Call Goal.
  3. Select a Metric to display.
    • Check "Include in display" to display the Metric label on your TV.
    • *Note: the value of your Metric will be displayed relative to the Target goal on your Progress Bar. 
  4. Select a User, Team or Generic Identifer
    • Check "Include in display" to display the User, Team or Generic Identifier on your TV.
    • If you select a Team value to display on the Metric step, and that Team is missing a value for that Metric, we will auto-sum the values of the individuals on that Team.
    • Use a Generic Metric in tandem with the Metric Step to display any non-user related metric.
  5. Select a background & transition.
  6. Select a duration.
  7. Under "Show advanced settings", you can optionally select:
    • Display % completed
    • Mute celebration chime when target is hit
  8. Click Save. 

 

If you select Gauge:

  1. Give you Step a title. 
  2. Input a two ascending Breakpoints & a Target Value
    • Check "Include in display" to display the Breakpoints & Target Value on your TV.
    • *Note: the The Breakpoints give you the opportunity to show different zones as you progress toward your Target Value. For example, use the Breakpoints and Target Value to display each month's goal for a Quarterly leaderboard like Quarterly Revenue Goal. 
  3. Select a Metric to display.
    • Check "Include in display" to display the Metric label on your TV.
    • *Note: the value of your Metric will be displayed relative to the Target goal on your Progress Bar. 
  4. Select a User, Team or Generic Identifer
    • Check "Include in display" to display the User, Team or Generic Identifier on your TV.
    • If you select a Team value to display on the Metric step, and that Team is missing a value for that Metric, we will auto-sum the values of the individuals on that Team.
    • Use a Generic Metric in tandem with the Metric Step to display any non-user related metric.
  5. Select a background & transition.
  6. Select a duration.
  7. Under "Show advanced settings", you can optionally select:
    • Display % completed
    • Mute celebration chime when target is hit
  8. Click Save. 
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