Navigating the Metrics Page
Go to Metrics in the admin sidebar to see all your metrics.
Table Columns
Name — Metric name with sync status indicator (if integration-based)
Type — Employee (👤) or Company (💼)
Dataset — Source dataset name (for integration metrics)
Usage — Number of plans using this metric
Filtering by Type
Use the tabs at the top to filter:
All Metrics — Shows everything
Employee Metrics — Only individual/employee-level metrics
Company Metrics — Only company/threshold-level metrics
Each tab shows a count badge.
Searching
Use the search box to find metrics by name
Type your search term
Results filter as you type
Sorting
Click any column header to sort:
Name — Alphabetical
Type — By metric type
Usage — By number of plans using the metric
Click again to reverse the sort order.
Viewing Metric Details
Single click on any row to open the metric detail page.
Metric Detail Page
The detail page shows:
Configuration Card:
Type (Employee/Company)
Data Source (Manual or integration name)
Dataset (linked source, if applicable)
Frequency (how often data updates)
Usage (list of plans with links)
Metric History Table:
Data values by period
Editable for manual metrics
Read-only for integration-synced metrics