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How to use the Metrics plugin

Track individual or team progress with the Metrics plugin. Set goals, create folders, and customize access and reporting.

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Written by Support
Updated today

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

  1. Log in, go to Builder in the left navigation.

  2. Click the + button to open the Plugin Marketplace:

    • Search for Metrics, then click Add Plugin.

    • Name the plugin and click Add.

  3. In the Content tab:

    • Add optional top-level message text.

    • Click + Add to create a new metric.

    • Choose between a Metric or a Parent:

      1. 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.

      2. 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").

  4. Go to the Settings tab:

    • Toggle Show Summary to display daily tracking history.

    • Choose a Data Policy:

      1. Public: All users can view and update the metric.

      2. Private: Users can view and update only their own metric.

      3. User Tag: Only users with specific tags can update (others can view).

  5. Go to the Security tab:

    • (Optional) Require login.

    • (Optional) Restrict access using tags.

  6. Go to the Tagging tab:

    • Assign a behavioral tag when a user interacts with the plugin.

  7. Go to the Purchase tab:

    • Require a purchase to access the plugin (optional).

    • Choose your product type and customize purchase text.

  8. Go to the Analytics tab:

    • View daily usage, top users, and performance data.

  9. 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.

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