Measurements Settings

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 Settings in Module Settings (in this case, a Campaign Module).

1. 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 Campaigns, it's worth noting what I want to track and measurement. In this case, it's New Opportunities.

2. Unit of Measurement

Definite if you'd like your unit of measurement to be number, percentage, or currency.

3. Default Measurement Range

If desired, provide a default starting and target value.

4. Other Settings

Determine if you want to allow your users to exceed your target value. For example, if you have a Target value of 1,000 New Opportunities, you probably want to allow members of a Campaign item to report if they've exceeded 1,000 New Opportunities. In this case, you'd want "Allow values outside of range" to be toggled on.

Determine if you want item members to receive notifications when the measurement values change.

What a user sees in an item: measurement with recorded changes

What a user sees in an item: measurement empty state (not preconfigured)