Create your first report

Don't know what metrics to start with? 

We recommend you begin with the metrics that you currently track in a spreadsheet or on a whiteboard.

At the very least One Metric will make it significantly easier for you to share those with others who are interested.

For example, imagine you currently track four key metrics in a spreadsheet:

  • Cash Balance, the amount of cash you currently have in the bank

  • Customers, the number of paying customers you have

  • Sales, the total amount you've earned from those customers during the month

  • Sales per Customer, the average sales amount for the month

We can quickly re-create this spreadsheet in One Metric, and let you share it much more easily.

Add the metrics to your report

To begin with your organisation will include a single report called "Dashboard". We will add these four metrics to that report.

First, add the three metrics that you will enter the values for yourself:

  1. Click the "Add Metric" button

  2. Enter "Cash Balance" as the name for the new metric

  3. Click the "Create Metric" button

  4. Change the "Format" to be "Currency" and select the appropriate currency

  5. Click the "Update Metric" button

  6. Done!

Then repeat these steps for "Customers" and "Sales".

The format for "Customers" should be "Number".

The format for "Sales" should be "Currency". Again select the appropriate currency and number of decimal places.

More: Add a new metric

Next, add the fourth metric that will be automatically calculated:

  1. Click the "Add Metric" button

  2. Enter "Sales per Customer" as the name for the new metric

  3. Click the "Create Metric" button

  4. Change the "Source" to be "Calculated"

  5. Enter the formula - in this case we want Sale ÷ Customers:- Type "$" and select "Sales" from the list. The metric name should be highlighted in yellow- Type "/"- Type "$" and select "Customers from the list. Again, the name should be highlighted.

  6. Change the "Format" to be "Currency" and select the appropriate currency; Change the "Decimal Places" to be "2"

  7. Click the "Update Metric" button

  8. Done!

More: Add a calculated metric

Enter values

Now we enter the values for these metrics.

By default the report shows the most recently completed month. You can select a different month or use the arrows to move forwards or backwards one month at a time.

The three values we need to enter are highlighted with yellow bars.

To enter values, simply click on the grey box and type the required value, then press 'Enter'.

Once all three values have been supplied, the value for the fourth will be automatically calculated and displayed:

Now navigate back to previous months and repeat these steps so that you have the full history of values for each metric.

More: Enter values for metrics

Share the report

Finally, we can share this report with anybody who is interested:

  1. Click the green “Share” button in the top right of the page

  2. Click the "Create link" button to generate a unique URL for this report

  3. Copy the URL and share that with the people who you want to access this report

  4. Done!

Anybody who has that URL can see a read-only version of your report:

They can also navigate back to previous months and click on the metric name to view the details for each metric:

Congratulations! You've created your first report using One Metric. 🎉


Following the steps above we've quickly created a simple report with four metrics, entered values and shared those values with others who are interested.

There is a lot more you can do with One Metric, for example:

You can create separate reports with different metrics for different audiences. By re-using metrics on multiple reports you reduce the amount of data entry you need to do - values are entered once and immediately updated in all reports where they are used.

You can link your metrics to Xero or to Google Analytics, so values are automatically imported. In the example above, we could import the values for "Cash Balance" and "Sales" directly from our accounting system.

You can include subjective metrics, for things like current status (green, amber, red, or stars out of five) and share these in your reports alongside other metrics.

You can show deltas for metrics, so that movements from month-to-month are shown in your reports. In the example above, we could add a delta to "Sale per Customer" so we can see at a glance if that value is increasing or decreasing.

Or, you can fast track this whole process, rather than creating these metrics from scratch you could use the "Cash & Customers" template, which is available to all new organisations.

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