Metrics are the performance values tracked in your profit-sharing plans. They can measure employee performance (individual metrics) or company performance (company/threshold metrics).
Examples: Revenue, Jobs Completed, Customer Satisfaction, Profit Margin
Types of Metrics
👤 Employee Metrics — Per-employee values (e.g., individual revenue, jobs completed)
💼 Company Metrics — Company-wide values (e.g., total revenue, profit margin)
Where Metrics Come From
Metrics can be populated two ways:
Integration-Synced Metrics
Data pulled automatically from connected integrations. Sources include ServiceTitan, Google Sheets, and manual CSV uploads. Shows sync status indicator and updates based on integration sync schedule.
Manual Metrics
Values entered directly by admins. No integration connection. Editable in the metric detail page.
How Metrics Relate to Plans
Metrics are used in plans for:
KPI tracking — Measure employee performance
Thresholds — Set company-level goals
Award calculations — Determine profit-sharing amounts
The Usage column shows how many plans reference each metric.
Accessing Metrics
Go to Metrics in the admin sidebar
View all metrics in a searchable, sortable table
Click any metric to see details and edit values