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How to use Metric Tracking

Updated today

Overview

Metric Tracking lets you measure Key Results with numeric values so progress is based on actual metrics (for example, users onboarded, revenue, defect rate) rather than project/task group progress alone.

How Metric Tracking works

  1. Edit or create a Key Result and check Enable Metric Tracking.

  2. Fill the Expected Value and Actual Value, choose a Unit, and set other fields.

  3. The Key Result tile will now show Actual / Expected [Unit] and a progress bar calculated as:

    Progress % = (Actual ÷ Expected) × 100
  4. The Less is better / More is better toggle defines how progress is interpreted.

Step-by-step: Enable Metric Tracking

  1. Open the Objective that contains the Key Result, or create a new Key Result.

  2. In the Key Result editor, check Enable Metric Tracking.

  3. Enter the following fields:

    • Expected Value: the target number you want to achieve (e.g., 5000).

    • Actual Value: the current measured number (e.g., 2765).

    • Unit: a free-text unit label (e.g., Users, USD, tickets). This appears with the metric preview on the Key Result tile.

    • Less is better / More is better toggle: choose whether lower numbers are better (e.g., defect rate) or higher numbers are better (e.g., revenue).

    • Delivery Owner: person responsible for delivering this Key Result.

    • Start Date / Due Date: optional scheduling fields.

    • Priority: (None / Low / Medium / High) to indicate importance.

    • Review Status: (None / Proposed / Approved / Deferred) to record approval state.

    • Description — additional context, instructions or measurement details.

  4. Click Save.

How the percentage is calculated

Progress percentage is calculated as:

Progress % = (Actual Value ÷ Expected Value) × 100

Examples:

  • Expected = 5,000; Actual = 2,765 → Progress = (2765 ÷ 5000) × 100 = 55%

  • Expected = 5,000; Actual = 50 → Progress = (50 ÷ 5000) × 100 = 1%

The system always uses the same mathematical formula. The Less is better / More is better toggle does not change the calculation, it changes how progress is interpreted and visualized.

Note:

When Metric Tracking is enabled for a Key Result:

  • The progress of the Key Result is calculated only using the defined Expected and Actual values.

  • If you link Task Groups (in Project OKRs) or Projects (in Program OKRs) to the Key Result, they will not impact its progress calculation.

  • Linked Task Groups (Project OKRs) or Projects (Program OKRs) act as references to related work, but the Key Result card will continue to display progress exclusively from Metric Tracking values.

Examples

  • Example A — More is better (Users signed up)

    • Expected: 5000; Actual: 2765 → 55%, blue bar.

    • Expected: 5000; Actual: 10000 → 200%, green bar, Outperformed.

  • Example B — Less is better (Defects reported)

    • Expected: 10; Actual: 6 → 60%, blue bar, on track.

    • Expected: 10; Actual: 25 → 250%, red bar, At Risk.

Best practices

  • Choose clear units (e.g., Users, USD, Hours).

  • Keep Expected values realistic.

  • Assign a Delivery Owner to maintain accuracy.

  • Update metrics regularly (daily, weekly, or monthly).

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