New Meeting Experience
When reviewing performance metrics, it's not just about whether targets are met; understanding the 'why' behind the numbers is crucial. This is where the ability to annotate comes into play.
Imagine you're analyzing a dashboard, and you come across a metric cell. Upon closer inspection, you notice a subtle yet significant feature—a corner fold that appears when you hover over the cell. This small visual cue is your gateway to adding depth to the data. It signifies that you can include a note right there within the cell.
Why might this be necessary? Consider two scenarios: one where your team has shattered expectations and soared beyond the goal, and another where, despite best efforts, the target was missed. In both instances, stakeholders will want to know what factors contributed to these outcomes.
By clicking on the folded corner, you can add a note that provides this essential context. Did a viral marketing campaign lead to an unexpected surge in sales? Or perhaps a supply chain disruption caused an unavoidable setback? Whatever the case, the note is there to tell the story behind the numbers.
This feature is more than a mere convenience—it's a powerful tool for effective communication. It ensures that insights gleaned from data are not left to interpretation or assumption. Instead, they are clearly articulated, providing everyone involved with a comprehensive understanding of the company's performance.
In summary, the next time you exceed your goals or face unforeseen challenges, remember the folded corner in your metric cell. It's more than just a design element; it's an invitation to enrich your data with valuable insights, ensuring that your metrics tell the full story.
To add a comment to a metric follow these steps:
- Click on "Meeting List" in the left-side navigation bar.
- Choose the meeting where you want to add the comment to the metric.
- Once in the meeting, navigate to the "Metrics" section.
- Click on the folded corner of the measurable where you want to add the comment.
- Enter your comment in the provided field.
- Click "Save" to save your comment.
- To access the notes later, simply click on the folded corner of the measurable.
- To edit or delete a note, simply click the three dots at the top right of the notes section. This will give you the option to make changes or remove the note entirely.