Numbers track KPI's relevant to your team. They are a great way to measure your businesses success and motivate your team.
In this article, you’ll learn how to create a Number, assign ownership and set reporting frequency.
Step 1 - Open 'Numbers'
Go to Quarterly Planning in the left-hand menu.
Select Numbers from the drop down menu.
Click the blue '+Setup Number' button.
Step 2 - Add Number Details
Fill in the Number details:
Description: What is the number/ KPI measuring (e.g. 'weekly sales', 'machine down-time'.
Team: Which Team owns this Number?
Quarter: When does it apply?
Number Type: Normal, percentage, or currency.
Step 3 - Set Target & Update Frequency
Now, you define the target and desired result and update details.
Target: What number do you want to achieve? For example, for weekly sales it could be $300,000).
You can set a different target for each week by choosing 'Set for each week'.
You can choose not to set a target to simply track the Number.
Desired Result: Define whether you want to be above, below target or within a range. For a 'weekly sales' target, you may wish choose above target. For a 'weekly wastage' target you may choose below target.
Update Method & Ownership: Choose how updates happen and who reports on the Number (Owner).
Updater: Choose a team member who is responsible for updating the number.
Update Frequency: How often should this Number be updated (weekly, daily, quarterly)?
Step 4 - Save
Click Save to confirm. Your new Number will now:
Appear on the updater’s weekly dashboard
Appear in Quarterly Planning > Numbers
Flow into meeting agendas automatically
Be reviewed as part of your accountability rhythm
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