COL IQ - Roll-Up and Link Metrics

Roll-Up and Link Metrics
(For those with COL IQ)

Example:  your VP Branch Operations on the branch operations department page could have a parent metric – called “total loan metrics”.  Then subordinate to all loan metrics, the VP could “link” the loan metrics from the first branch with total loan metrics, then link second branch loan metrics, etc. – and add those together on the branch operations department page to be the sum for “total loan metrics”.  The linking function allows the owner of the first branch loan metric to change the metric on their department page and it will automatically show the change on the VP Branch Operation’s page, and the “total loan metrics” sum will also change with the subordinate metrics changes.  The VP can also link to the other metrics without doing a calculation.  Of course, you could do the same kind of thing on the Organization page.  

Click this link for a document with complete instructions: http://www.connectionsonline.net/docs/COL-IQ-MRU.doc  for complete instructions. 

Click on this link for a training video:  http://www.connectionsonline.net/docs/2010-11-16Metric-Roll_ ups-Metric-Linking.wmv.

If you have not already subscribed to COL IQ, please contact Karla Norwood at 800-395-1410 or karla.norwood@connectionsonline.net