This article covers how Admins can add and configure Measurements in a Module. For information on what Measurements are and when you can use them, please see Understanding Measurements.
The measurement feature allows you and your teammates to track progress toward measurable, tangible outcomes in your Module items.
By adding the Measurement feature you're enabling all members of your module item the ability to set-up a Measurement, but Admins also have the option to do some preconfiguration in Measurement settings.
Note: Members of an item can always override the Unit of Measurement and Default Measurement Range within their individual Module items.
Measurement Name: This field allows you to apply a bit more detail to your measurement to help viewers better understand what they're seeing. For example, if I'm configuring a Module for Objectives, it's worth noting what I want to track and measurement. In this case, it's New Opportunities.
Source: Determine if you’d like your measurement to be manually updated by collaborators (“Manually Entered”, of if you’d like the measurement to be automatically calculated based on other measurements (“Calculated from Items”).
- Using “Calculated from items - Total”: This measurement type calculates the percent of total completion (0-100%) of the measurements connected to this measurement. This is helpful if you want to gauge progress or the completion rate across many different measurements. This is commonly used for the “Objective” part of the OKR framework where Objective progress is measured by progress against its Key Results.
- Using “Calculated from items - SUM”: This measurement type SUMs up the values (number or currency values, only) of the measurements connected to this measurement. This is very helpful for tracking smaller, disparate initiatives or pieces of work that are all contributing to the same numeric or currency-based goal. For example, you may want to use “Calculated from Item - SUM” for showing group or team progress, like attainment towards a Regional Revenue goal by summing up the closed revenue of all regional Sales reps.
Unit: This determines the display unit of your measurement. For example, if you want to track Closed Won deals, you’d likely want to select a specific currency, like USD. Note: “Calculated from Items - Total” is always a Percentage output (0-100%), and so this field is locked if “Calculated from Items - Total” is your Source.
Allowed Modules: This field is only available for Calculated measurements, and it allows users to limit which types of Modules can be connected to a Calculated measurement. For example, if you have a “Calculated from Items - Total” measurement called “Become a world class Sales Organization”, you may want to prohibit modules that are not related to this goal (like, say, Engineering-specific Modules) from potentially being connected.
Allowed capability items: This field is only available for Calculated measurements. At the moment, Qatalog only allows other Measurements to contribute to Calculated measurements.
Set default values: For manual measurements, you can set a starting value and a target value (“Calculated from Items - Total” will always have a starting value of 0 and a target value of 100). If you would like your measurement to represent a goal, we recommend providing a target value. If you’d like your measurement to track a KPI, you can skip a target value.
Notify on change: Toggling this value on will notify collaborators on your Module Item when this value changes.
Once you’re done, you can create another measurement using the “+ Add Measurement” button on the left hand side. This will create another measurement that you can access via a dropdown in your Module item. Make sure to save when you’re done setting up your measurement!