A metric is only useful if its number is current. In Clarion, each value belongs to a period, and the period depends on the metric’s frequency:
| Frequency | A value is recorded for |
|---|---|
| Daily | Today |
| Weekly | This week (weeks start on Monday) |
| Monthly | This month |
There is one value per period. Entering a number again in the same period replaces the earlier one rather than adding a second entry, so you can correct a mistake by typing the right number.
Record a value from the scorecard
- Open Metrics under your team in the sidebar.
- Find the metric and look at the Current column — today, this week or this month, depending on the metric’s frequency.
- Click Enter (or, if there’s already a value, click the value).
- Type the number and press Enter. Clicking away also saves it; press Esc to cancel.
The value is colored against the target: green when on target, amber when within 5% of it, red when further off. Inverted metrics are colored the other way round.
Record values during a sync
If your team reviews numbers in its weekly meeting, owners can report them there instead. On the Scorecard step of a live sync, each metric has an input in the Current column. Type the value and press Tab, Enter, or click away to save it. A counter at the top shows how many metrics have been reported.
Values entered in a sync are the same values as on the Metrics page. There’s no separate copy to reconcile.
Check the history
Click any metric’s row to expand it. The history table lists recent entries, newest first, with the Date, Week or Month they belong to, the Value, the value as a percentage of target (vs Target), and the Change from the previous entry. The Trend column and sparkline in the main table are built from the same entries.
Fill in past periods
The scorecard only records values for the current period. To bring in earlier weeks, use Import on the Metrics page with a CSV that has one column per week (see Create a metric). The import only adds new metrics, so it’s for setting up a scorecard rather than topping up one you already have.
Record values automatically
If a number already lives in another system, you don’t need to type it at all:
- Give the metric a push URL and have a tool such as Zapier or a Google Sheet send the value to it. See Metric push URLs.
- Or have Clarion fetch the value from a URL on a schedule. See Pull a metric from a URL.
Both options are in the metric’s Edit Metric dialog. Values that arrive this way land in the same period slots as ones typed by hand.
Tips
- Agree a time each week when owners enter numbers, ideally before the sync. The guide on keeping your metrics current covers this.
- If a number is off target and needs discussion, open the row and click Flag as challenge. See Raise a challenge.