Metrics

IN THIS ARTICLE

With metrics, users can track progress toward implementation goals. This article examines the process for adding and tracking progress toward stated outcomes.


Metrics

In FieldDoc, each activity record can have associated metrics. There are two types of metrics. Automated metrics model outcomes. Manual metrics can be attached to activity records from curated lists. The most common lists are associated with a pact. This flexibility expands what you can analyze, measure, and report through the system. Because FieldDoc standardizes data across every component, you can track metrics at any scale—from a single project, to an organization-wide initiative, to participation in a funding program that spans many partners.

Let’s take a closer look at the manual metrics.

Looking to calculate modeled metrics? To look closer at how modeled metrics are managed, start here.

`Planned_Values` & `Implemented_Values`

Non-modeled metrics each have two input fields: planned_value and implemented_value. These values track both the goal and the progress toward that goal. Inputs to each field are manually entered by FieldDoc users.

Edit activity modal view of metrics

Overview view of metrics

Field
Description
Details

'planned_value'

The proposed outcome, or target goal, that will be achieved at the end of the performance period.

This is a number field. This field is typically set when a record is created and remains the same.

'implemented_value`

The amount implemented to date.

This is a number field. This field is typically updated during reporting periods, with the final implementation report displaying the final implemented value.

Enter your metric values

Metrics can be entered from within an activity record or from table views within Project folders or Pacts. Both options have benefits, and our team recommends choosing the pathway that you feel most comfortable with using.

Step-by-step instructions

  1. Open an activity record's Edit Activity modal.

  2. Navigate to the Metrics tab.

  3. Under Programmatic Metrics, select the Pact within which you want to add Metrics.

  4. Click + Add Metrics. A list of all metrics associated with the Pact appears.

  5. Select all metrics that you want to add to the record. You must enter in a planned_value into the provided field in order to the metric to save.

  6. All selected metrics will appear in the metrics view with their planned_value.

Dig-In! Hands-on tutorial to add metrics via Edit Activity modal

Enter implementation progress for metric values for reporting

Step-by-step instructions

  1. Open an activity record's Edit Activity modal.

  2. Navigate to the Metrics tab.

  3. Under Programmatic Metrics, select the Pact within which you want to add Metrics.

  4. Click the ellipses next to the metric that you want to update. A pop up with planned_value and implemented_value fields appears.

  5. Enter in the implemented_value. Click Save.

  6. The saved metrics will appear in the metrics view with their planned_value. The progress will be displayed in the grid view and rolled up within all overview dashboards.

Dig in! Step-by-step tutorial for reporting implementation via Edit Activity modal

Types of non-automated metrics

Organizational Metrics (standard plan)

Standard users can create a custom list of metrics that are important to their organization. After making this list, you can set targets for each metric. These targets will show up in the organization view.

As you add activity records to your portfolio, you can link them to your organization’s metrics. During the project timeline, you can track your progress toward each goal at the activity level. That progress is then added up and shown at higher levels—like Section, Project, and Organization views.

For example, if an activity is part of a Section and a Project, its contribution to a metric will count toward the totals for the Section, the Project, and the Organization. This makes it much easier to track and share progress on big goals, like the number of trees planted or the number of miles of stream restored.

There is a lot of information to explore on how to set up and track your metrics.

🌱 Learn More: Metrics - Organization

Programmatic Metrics (all plans)

Program Managers can create a custom list of metrics that are important to their funding program and organization. After making the list, any user that has assigned activity records to a Pact in that Funding Program can add the metrics to their activity record and set a target outcome. The targets will show up in the Pact Overview view.

As grantees progress in their work to meet their funding requirements, they can track progress toward implementation for the programmatic metrics within their activity record. That progress is added up and shown on the Pact overview page. All of the Pacts within a Funding Opportunity will roll up and provide an overview of progress toward larger goals, such as Blueprints or Business Plans, for an entire funding program. The process allows Funding Program Managers to:

  • Align their priorities with individual awards

  • Track the geospatial and quantitative impact from standard views

  • Track implementation progress and measure progress toward program goals through a verifiable source.

🌱 Learn More: Metrics - Programmatic

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