Adding Metrics from the Meeting Workspace

To add a metric to a meeting in Bloom Growth, navigate to your Meeting Workspace, click the + button on the metrics tile, and configure the metric's title, frequency, owner, units, rule, and goal. Metrics help teams measure and track progress toward key goals over time.

Creating a new Metric: 

1. Access the Meeting Workspace:

   • Navigate to the Meetings List in the left navigation bar.

   • Select the meeting where you want to add the metric.

   • Click Workspace at the top of your screen.

2. Create a New Metric:

   • Click the + button located at the top of the metrics tile.

   • Select Create a New Metric from the options.

3. Configure the Metric:

   • In the pop-up window, enter the Title of the metric.

   • Select the Frequency (e.g., daily, weekly, monthly).

   • Assign an Owner responsible for the metric.

   • Choose the Units (e.g., dollars, percentages).

   • Set the Rule (e.g., higher is better, lower is better).

   • Enter the Goal value.

4. Optional Settings:

   • Enable Progressive Tracking if applicable.

   • Attach the metric to one or multiple meetings.

   • Optionally, add a description or notes in the details field to provide context for the metric (e.g., the data source, calculation method, or reporting cadence).

5. Explore Advanced Options:

   • Under the More Options section, choose from:

     • Average: Track the average value over time.

     • Cumulative: Track the total value.

     • Formula: Use formulas for custom calculations.

     • Custom Goals: Set goals tailored to specific seasons or needs.

6. Save the Metric:

   • Once all fields are completed, click Save to create your new metric.