Previous Section: 4.3 - Update progress on an action
Once a measure is set up, its progress will be updated based on its input source—either manually or through a metric. If you are not leaving a contextual and progress update at the same time, you may choose to update your measure in the plan
For a Manually Tracked Measure:
You can easily update it by adjusting the slider or directly entering a new value and clicking Save. You can do this right from the main view or by clicking on the measure to use the Sidebar.
The value you enter will reflect the most recent update. To add historical data, simply go to the Goal Hub and click +Add, where you can input the value and corresponding date.
For a Metric connected to a Measure:
The update process for a measure connected to a metric will vary depending on the metric's source.
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Integration: If your metric is connected to an external integration, the value will update automatically to reflect the latest data. Note: we cannot bring in future data values.
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Manual Metric: For measures linked to a manual metric, you will need to enter the data yourself. To do this, click on the metric, select Add Value, enter the date and corresponding value, and then click Done. This will automatically update the measure.
For comprehensive walk through on how to update progress and add historical data, view the video below:
Next Section: 5 - Introduction to Reports