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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 over 2 weeks ago

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 specific plans only.

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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