Why Metrics and Dashboards are needed
Metrics and Dashboards allow you to control the performance of all employees of the company, from a rank-and-file employee to the manager. When filling out statistics, each employee feels personally responsible for the result and success of the company. That's why it is important to properly assign each position its own metrics and to control the key indicators.
Step 1: Create the first metric and deal with the mechanics
To start working with metrics you need to assign it for some of the positions. After the metric is created, you can fill it, set quotas, and see the average values for periods. And if the person responsible for the metric quit, you can always pass his metric to his successor. All these steps are described in the manual step by step.
Step 2. Where to work with metrics and not only
The main page to work with the metrics is the Desktop. But in addition to metrics on it you can see additional information useful in your work. You can read a short article on what the desktop is for.
Step 3. setting up custom work schedules
By default, metrics schedules are lined up based on a 5/2 work schedule. However, if there are specialists in your company who have different schedule, for example 2 through 2 or no days off, and it is inconvenient for them to fill the metrics, you can configure for each department their own schedule, based on which the metrics schedules will be built.
How to do that is described in the documentation at the link.
Step 4. Create dashboard and add metrics to it
Dashboard is a visual representation of various metrics on a page. In addition to metrics, you can also add data from tables or other resources. How to set up the first dashboard and add metrics is described in the documentation at the link.