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How to Create Calculated Metrics

Build calculated metrics for your Strety scorecards. Set up calculated fields, create formulas, and track complex KPIs. Complete guide.

Derek Weaver avatar
Written by Derek Weaver
Updated over a week ago

Calculated metrics allow you to use basic mathematical operators - including order of operations - to create aggregate or weighted metrics for your Scorecards

How to Create a Calculated Metric

Create a metric from Quick Create or your team's Scorecard page and select the From a Formula datasource option

To create a calculated metric in Strety, choose as your data source in the Strety Scorecard "from a formula"

From the Formula Builder field, type in the name(s) of any metric you want to factor into your formula; we also show the avatar of the metric owner for easier identification. Use any of the basic mathematical operators to build your formula: + - / * ( )

Within the Formula section in your Strety scorecard, use basic mathematical operators and choose the metrics you'd like to use for your calculation

Metrics available in the formula builder are user-specific, meaning any metrics that you have access to, regardless of team they're on, will be available when building your calculated metrics

Use Case: Scorecard Roll-up

As a manager, I am responsible for a target that combines the individual targets of everyone on my team. I have already set-up a Total Billable Hours weekly metric for each of my direct reports:

You can roll up Scorecards to create a total company number from individual metrics

I now want to create a Total Billable Hours (Team) Calculated Metric that combines the targets from both of my Direct Reports and compares that to my total team target:

Strety Scorecard showing a calculated metric -- entering a target and a formula

Now, each week, the Total Billable Hours (Team) metric is calculated automatically as my direct reports enter their weekly check-ins:

Strety Scorecard in the team view showing the rolled up metric

Use Case: Weighted Metrics

As a manager of a Sales team, I track my direct reports on their activity. I am already tracking the # of dials and # of demos my team is performing each week:

Another use case for calculated metrics in Strety: weighted metrics

However, not all activity is weighted the same. In this example, I'm going to deem Demos as 2x more impactful than Dials so I want to set a weighted target that combines Demos & Dials and calculates the weighted output:

Created a weighted calculated metric for a Strety Scorecard

Now, each week, Activity Points is automatically calculated as my team check-in their # of DIals and # of Demos that will provide an extra layer of data that more accurately represents the weekly impact of my team's activity. I can even assign the Activity Points metrics to Leadership if that top-line metric warrants visibility in Leadership's Scorecard or L10 meeting

Scorecard showing the weighted activity metrics on a Strety Scorecard

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