You want to create your first indicator that will be updated manually. This article is for you! 👇
In the editing part of your dashboard, go to the Indicators area and click on the "Create an indicator" button.
You have the possibility to create 7 different types of indicators.
Once you have chosen the type of indicator, the interface for creating your indicator will change to adapt to your needs... /!\ Once your indicator has been saved, you will not be able to modify this step.
Create an indicator that will be updated manually
This option allows you to create an indicator whose value will be updated manually by each participant.
Basic settings
Name of the indicator (e.g. : annual sales)
Unit of measure (e.g. : k€)
Description (optional field)
Computation
No automatic computation will be programmed, each participant will be able to modify the result of the indicator.
A good performance is by default defined as "higher is better". If this is not the case (which is rarely the case), check the "lower is better" option.
You have got three ways to aggregate the results:
no aggregation;
by team;
by role.
Periodicity
By default, the indicator is considered as periodical. If you wish to modify this option, click on "Indicator is not periodical: results are cumulated over time".
Benchmark and display mode
Select the benchmark mode among the followings: "Compare the score to a goal", "Compare the score to an historical value", or "Don't compare the score". Then select the display mode for your indicator from the proposed templates (absolute, relative, gauge).
Finally, click on "Create" and voilà... You have just created an indicator that will be updated manually !