Linked Metrics

 Linked Metrics allow different metrics to stay synchronized across departments, teams, or organizational levels, ensuring alignment and consistency.

How Linked Metrics Work:

• A linked metric mirrors the value of another metric, ensuring updates are automatically reflected across all relevant areas.
• Changes to any linked metric or the original source metric will update all linked metrics and their thresholds accordingly.
• Instead of manually adjusting metrics across multiple locations, linked metrics ensure that all associated values remain accurate.

Use Cases for Linked Metrics:

1. Cascading Organizational Goals:
   • If a company-wide revenue target is set, individual departments can have linked revenue metrics that automatically adjust as the original metric updates.
2. Standardized Performance Tracking:
   • If multiple teams report on customer satisfaction, linked metrics ensure all figures remain consistent and current when changes occur.
3. Automated Metric Updates Across Departments:
   • When a department refines its metrics, linked metrics across different levels will instantly reflect those changes, eliminating manual updates.

Benefits of Linked Metrics:

• Real-Time Synchronization – Updates to any linked metric automatically reflect across all versions.
• Accuracy & Consistency – Ensures departments and teams are using identical, up-to-date measurements.
• Efficiency in Reporting – Reduces manual tracking and eliminates discrepancies in performance data.

By structuring metrics this way, organizations maintain alignment, streamline reporting, and ensure transparent data tracking across all levels.

Creating a Linked Metric

1. Select the icon in the page header to create a new metric and select Link to an Existing Metric
2. Fill out the Link From part of the form with the
   1. Location: Where the original metric currently resides, such as the Marketing department.
   2. Original Metric: Choose the metric you want to create a linked version of.
3. Fill out the To portion of the linked metric form
   1. Linked Metric Name: The metric name will default to the current metric name, but you can change it as well.
   2. Location: The page where the newly linked metric will reside. In the example we chose the organization page for SAMPLE Credit Union which is the page we were viewing already.
   3. Rank: Desired rank on the location you chose. In the example below we chose 1.1.7. for the Marketing department's Net Aspiring Member Growth metric to be rolled up under the corresponding parent metric on the organization.

Example: Net Aspiring Member Growth

In the example above 1.1 Net Aspiring Member Growth is set up to be a rolled up metric that sums the values of all its direct child metrics. In this case all of its child metrics, 1.1.1 to 1.1.7 are linked from other departments under this organizational metric. When the departments update their metrics each month, they will be updated here and summed under the parent metric.