How Metrics Work in Enforcium

Metrics give your company a consistent way to measure what is happening across different areas of the business. In Enforcium, metrics are created and organized in the Metric Tree, connected to departments and responsible Positions, and monitored through the Live Dashboard.

A metric can represent a business result such as Qualified Leads, New Customers, Revenue, or Lead to Customer Conversion Rate.

The structure matters. A well organized metric system makes it easier to understand where a result comes from, who is responsible for it, and how it changes over time.

A Metric is a measurable value that the company tracks over time.

For example:

The metric records the actual result. It can then be connected to a KPI when the team needs a specific expected result for a defined period.

For example:

The Metric shows the actual value. The KPI adds a specific goal and timeframe to that measurement.

This creates a simple measurement flow:

Metric → KPI → Actual Data → Progress

Metrics are created and organized in the Metric Tree.

The Metric Tree provides the structure for the company's measurement system. You can create metrics, configure their parameters, connect related metrics, and organize them into parent and child relationships.

For example, a customer acquisition structure could look like this:

Customer Acquisition

↳ Leads Generated

↳ Qualified Leads

↳ New Customers

Related metrics can therefore be grouped into a logical structure.

Every metric has settings that define how it works and how it fits into the company's measurement system.

When creating a metric, you can configure:

Category

Defines the role of the metric in the measurement system:

• Input
• Output
• North Star

Type of Data

Defines how the metric handles its data:

• Regular
• Static
• Aggregator

Value Type

Defines the type of value recorded for the metric:

• Number
• Currency
• Percent
• Time

For example:

Qualified Leads → Number

Lead to Customer Conversion Rate → Percent

These settings help Enforcium understand how the metric should be used and displayed. The detailed logic of metric types and categories is covered in separate articles.

Metrics can be connected through parent and child metric relationships.

A parent metric represents a broader area, while child metrics provide more specific measurements.

For example:

Sales Performance

↳ Sales Calls

↳ Proposals Sent

↳ Deals Closed

When creating or editing a metric, you can select a Parent metric and place the metric within the Metric Tree.

You can also enable Enable passing data to the parent metric when data from a child metric needs to be passed to its parent.

This gives the company a connected measurement structure.

Sometimes a single metric value needs additional context.

For example, a company records:

120 qualified leads

The total is useful. The team may also want to know where those leads came from.

You can add an Attribute, such as:

Country

Data can then be recorded with values such as:

Portugal

Germany

United States

Another example is Lead Source, with values such as Organic Search, Referral, LinkedIn, or Paid Ads.

Attributes allow the same metric to be analyzed across different dimensions while keeping the additional context connected to the metric.

Metrics can be connected directly to the company's organizational structure.

You can define:

• Department
• Accountable position
• Responsible positions
• Consulted
• Informed

For example, Features Released can belong to the Product department. The Head of Product can be Accountable, while Product Managers can be Responsible.

This connects the metric with the people and organizational roles involved in achieving the result.

A metric records the actual result.

A KPI defines the result the team is expected to achieve within a specific period.

For example:

The metric continues to record the actual value. The KPI provides a defined result against which that value can be evaluated.

A KPI can be created directly from the Metric Tree or from a metric card on the dashboard using Create KPI.

The relationship can be summarized as:

Metric → KPI → Actual Data → Progress Toward Objective

You can learn more about this connection in How KPIs Work in Enforcium.

Once metrics are created, they are available under Analytics → Metrics and on the Live Dashboard.

The Metric Tree is where the measurement system is created and organized. The Live Dashboard is where teams monitor those metrics during daily work.

Each metric appears as a card with its current value and changes over the selected period.

For example, a Sales dashboard could include:

• Leads Generated
• Qualified Leads
• New Customers
• Lead to Customer Conversion Rate

You can also Pin important metrics to the My tab for quick access.

The Live Dashboard includes several views.

My contains the metrics you have pinned.

The following tabs represent individual company departments.

For example, a Head of Sales can open the Sales tab and review the metrics associated with the Sales department.

This makes it easier to move between personal monitoring and department level performance.

Click a metric to open its Metric Overview.

This gives you a more detailed view of the metric, including:

• current metric value
• Accountable
• Progress by Time chart
• Change History
• complete data history
• dates of updates
• users who entered the data
• connected KPI, when available
• Attribute charts

For example, you can open Average Order Value and see its current value together with how it has changed during the selected period.

The History section stores recorded metric values over time.

Each entry includes:

• Metric Value
• Date
• Entered By
• Attribute Value, when available

Previous entries can be edited when needed.

You can also add a new value directly from Metric Overview using Add Data. After saving, Enforcium updates the metric's current value, data history, and performance chart.

Metrics become most useful when their different parts work as one system.

The basic structure is:

Metric Tree → create, configure, and organize metrics

Live Dashboard → monitor current values and changes

Metric Overview → review detailed performance and data history

KPI → define a specific goal for a metric

For example, you can create Qualified Leads in the Metric Tree, assign its department and ownership, and organize it within the measurement structure. The team can then monitor its current value on the Live Dashboard, review detailed history in Metric Overview, and create a KPI when a specific goal is required.

That gives the team a complete measurement workflow from metric setup to ongoing performance management.