The Metrics plugin lets you track progress against custom goals—individually or in groups. Use it for tracking sales, activity logs, or performance benchmarks.
Requirements
This is a Boost plugin, available on the Standard, Growth, and Scale plans
How to use the Metrics plugin
Log in, go to Builder in the left navigation.
Click the + button to open the Plugin Marketplace:
Search for Metrics, then click Add Plugin.
Name the plugin and click Add.
In the Content tab:
Add optional top-level message text.
Click + Add to create a new metric.
Choose between a Metric or a Parent:
Metric: A single item you want to track (e.g., "Sales Team Goal").
Enter a title, set a minimum and maximum value.
Add an action item (optional) that launches another feature or screen.
Select an icon image from stock or uploaded media.
Click Create Metric.
Parent: A folder that contains multiple metrics (e.g., for different team members):
Name the folder and select an icon.
Click into the new folder .
Click Create Metric.
Click into the new Folder .
Add individual metrics within the parent for each person or category (e.g., "Sam's Sales", "John's Sales").
Go to the Settings tab:
Toggle Show Summary to display daily tracking history.
Choose a Data Policy:
Public: All users can view and update the metric.
Private: Users can view and update only their own metric.
User Tag: Only users with specific tags can update (others can view).
Go to the Security tab:
(Optional) Require login.
(Optional) Restrict access using tags.
Go to the Tagging tab:
Assign a behavioral tag when a user interacts with the plugin.
Go to the Purchase tab:
Require a purchase to access the plugin (optional).
Choose your product type and customize purchase text.
Go to the Analytics tab:
View daily usage, top users, and performance data.
To update progress tap your metric:
Click into the metric and press on the screen while dragging your thumb up or down.
Pro tips
Use Parent folders to group metrics by teams or categories.
The plugin will show average progress across all contributors.
Action items let you link metrics to other features like content or notifications.
Troubleshooting tips
If a metric doesn’t appear, make sure it’s saved under the right Parent (if used).
If users can’t update metrics, check login requirements and tag permissions in Settings.