Depending on your goal, its metrics might differ for associates depending on their location or region. Using the Metrics and Results tab, you can assign dynamic metrics based either Location or Region/District.

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These options can be helpful to set the right goals based off of previous performance or sales volumes of your different locations. You an even upload metrics or results from other systems using Excel Spreadsheets.

Add a Single Value

• To add a single Metric or Result value, click Add Value.

• Select the Location or District you wish to add a metric to.

• Add the values for Meets Expectations, Exceeds Expectations, and Actual Results if applicable.

• Select Add New.

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Upload Multiple Values

Multiple values can be added at once using an Excel Spreadsheet. You will need a column with either the Location Code or the District Code as well as columns for each corresponding metric that you would like to add.

Once you have your excel, follow these steps to upload your metrics:

• To upload multiple values with an Excel Spreadsheet, click Upload List.

• Select the “…” file path button to find and select the sheet on your computer.

• Map your columns to the following values and click Set Columns

• Next you will get a summary of how many successfully matched metrics will be uploaded. Select Commit Changes.

  • If there are any errors, select View Details to review.

Edit Metrics

To edit, either select an individual metric to edit or download and then re-upload an Excel with the new values you’d like to apply.

If you already have users with previous values for these fields, you can select Synchronize to Users to apply the new metrics.

Synchronizing Metrics

Metrics are automatically synchronized to users nightly. Metrics can also be synchronized immediately with the ‘Synchronize to Users’ button.