Tracking metrics on position-driven plans

Audience: Administrators and read/write users Edition: Pro

 

Overview

Plan metrics allow planners to set targets and model their workforce plans towards a goal (i.e headcount, budget, etc.).  Users with access to Planning can see plan metrics in the plan's Dashboard. Plan owners and collaborators can add and modify plan metrics and targets. As changes are made within the plan, the 'current' metric value recalculates. 

The following article provides information on:

• Accessing the plan dashboard
• Default planning metrics
• Managing plan metrics
  • Setting and tracking progress towards plan targets

Accessing the plan dashboard

The plan Dashboard displays information about the current plan. Information shown includes:

• Plan name
   
• Plan last sync date - The date that the plan was last synced with the base chart data. Hover over the refresh icon in the dashboard to view this information.
   
• Plan metrics - Auto-generated or custom static formulas used to measure progress towards a set goal.
   
• Fields - Fields that can be edited in the additional info section of the employee or position modals.
   
• Users - Users with access to the plan. Users who are currently active in the plan are marked with a green circle.

To access the plan dashboard, open a plan, and then click on the Dashboard option on the right rail.

Default planning metrics

OrgChart auto-generates four metrics on position-driven plans. The following metrics appear by default:

• Headcount - The number of employees that hold positions in the plan.
   
• Budgeted headcount - The sum of staffing target for all positions in the plan.
   
• Salary rollup - Sum of all employee salaries (mapped to the employee compensation field) in the plan.
   
• Position budget rollup - Sum of all position budgeted salaries in the plan.

Note

In order to leverage default metrics regarding staffing targets, salary, or position budgets, ensure the corresponding fields are mapped, or that you have selected fields to be system generated. Reference the Mapping budget and compensation article for more information.

Managing plan metrics

Plan owners and collaborators can add and remove plan metrics, as well as set and modify metric targets while in the Manage metrics modal. 

In addition to the default metrics, admins can create additional, custom metrics by creating new static formulas. Custom metrics allow you to track progress towards goals specific to your organization's objectives. 

Once you've created a static formula for use in Planning, refresh your base chart, sync your plan, and then add the custom metrics by clicking on the + Create metric button in the Manage metrics modal.

Note

You can track 4 plan metrics at a time. To add a new custom metric, you may need to remove a default metric first. You can do this by clicking on the red trashcan icon to the right of the metric you'd like to remove.

Setting and tracking progress towards plan targets

Setting targets for plan metrics allows planners to easily track progress towards their goals. Setting targets is optional, and targets can be modified or removed at any time.

To set a target value for a metric, open the Manage metrics modal, and then enter a value in the corresponding Target value text box. Once you've finished setting your targets, click on Save.
 

Once target values are set, an arrow appears to the right of the target values in the Metrics section of the plan Dashboard. Hover over the arrow to see how above (up arrow) or below (down arrow) your current plan metric is from the set target.

As you make changes in the plan, a trend indicator appears to the right of the current value. Hover over the trend indicator to see how above (upwards indicator) or below (downwards indicator) the current plan value is from the starting value.