FAQs: Performance Metrics

Who can enter Performance Metrics?

Performance metrics are entered into the system by the Customer Admin.

What if multiple performance metrics for the same month are entered or uploaded for an individual?

When displaying % of goal for a given month, we will use the latest entry for that person for that metric, for the given month. (In the example below, shenderson’s Net Loyalty score of 77% would be used for April.)

Email Metric Name % of Goal  Date
Shenderson@example.com Net Loyalty 77 4/15/2019
Shenderson@example.com Revenue 101 4/15/2019
Shenderson@example.com Net Loyalty 82 4/9/2019