> ## Documentation Index
> Fetch the complete documentation index at: https://docs.spott.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Metrics

> Define what you measure once, as a saved metric, and reuse it in targets and dashboards.

A metric is a saved definition of something you want to measure, for example *Candidate
calls*, *CVs sent* or *Booked fees*. Metrics are the building blocks of reporting: every
[target](https://docs.spott.io/docs/reporting/targets.md) is set on a metric, and every number on a
[dashboard](https://docs.spott.io/docs/reporting/dashboards.md) comes from one.

You manage them under **Settings → Performance → Metrics**, which needs the **Manage
Analytics Reports** permission or an admin role. See the
[reporting overview](https://docs.spott.io/docs/reporting/overview.md) for how the parts fit together.

![The Metrics tab under Settings, Performance](https://mintcdn.com/spott-docs/4VrjewfkGuxuD_bk/images/reporting/metrics-list.webp?fit=max\&auto=format\&n=4VrjewfkGuxuD_bk\&q=85\&s=3b60bbc7a7c58a846a296f7143cc27be)

## Find a metric

The **Metrics** tab lists every saved metric in your workspace with its type and
definition. Search by name, or filter the list by metric type:

* **Activity**: counts or sums events in the selected period.
* **Snapshot**: counts records that exist at the end of the period, or records currently
  in a status, as of today.
* **Average / Min / Max**: the average, minimum, or maximum of a value.
* **Ratio**: one metric divided by another.
* **Sum/Difference**: metrics of the same type added together or subtracted.
* **Needs update**: the metric uses a definition that is no longer supported. Targets and
  new charts cannot use it until you edit and save it again.

![Filtering the metrics list by type](https://mintcdn.com/spott-docs/4VrjewfkGuxuD_bk/images/reporting/metric-types.webp?fit=max\&auto=format\&n=4VrjewfkGuxuD_bk\&q=85\&s=330a79d9cbc2db508c3dfc7308120047)

## Create a metric

1. Click **Create metric**.
2. Enter a **Name** and, optionally, a **Description**. The description is shown next to
   the name when someone picks a metric for a target, so it is the place to say when the
   metric applies.
3. Choose the **Metric type**:
   * **Measure** counts or aggregates one analytics measure.
   * **Composite** combines two or more saved metrics.
4. Fill in the remaining fields, described below, and click **Create metric**.

![The Create metric dialog with Measure selected](https://mintcdn.com/spott-docs/4VrjewfkGuxuD_bk/images/reporting/create-metric.webp?fit=max\&auto=format\&n=4VrjewfkGuxuD_bk\&q=85\&s=8fc2f5acbe387f53319c8e43c581c0b0)

### Measure metrics

For a Measure, pick the **Measure** you want to count: applications created, notes
created, booked fees, first interviews, average time between stages, and the rest of the
list. It also offers two measures for pipeline stages:

* **Application Stage Transition** counts the moment an application is moved to one
  specific stage.
* **Application Stage Progression** counts applications that are moved **to or past** a
  stage.

The predefined stage measures only cover **CV sent** and **first interview**. With these two
you can build a metric for **every** stage in your pipeline, such as shortlisted, client
interview, or offer.

![Choosing a measure, including Application Stage Transition and Application Stage Progression](https://mintcdn.com/spott-docs/4VrjewfkGuxuD_bk/images/reporting/measure-list.webp?fit=max\&auto=format\&n=4VrjewfkGuxuD_bk\&q=85\&s=acd650dcff0d784945900ae397aef656)

**Attributed to** decides who each counted record is credited to in per-user and per-team
results and targets: for example the note creator, the application owner, or the fee split
user. It uses the current value of the field you choose, so if a record changes owner, its
history moves with it.

**Filters** narrow a metric down. Two examples:

* **Notes per label.** Pick **Manual Notes Created** and filter on a
  [note label](https://docs.spott.io/docs/settings/labels.md) to measure one kind of activity, such as a candidate
  call, an interview, or a screening call.
* **Booked fees for part of the business.** Filter **Booked Fees** by **Team**, **User**,
  **User in Office** or **User in Team**, or by job type, to measure only part of your
  business.

![Filtering a notes metric on a label](https://mintcdn.com/spott-docs/4VrjewfkGuxuD_bk/images/reporting/metric-label-filter.webp?fit=max\&auto=format\&n=4VrjewfkGuxuD_bk\&q=85\&s=fe920a2605db25075a90468020460f9c)

### Composite metrics

A Composite metric combines saved metrics with an **Operation**:

* **Add**: the sum of two or more metrics.
* **Subtract**: the difference between metrics.
* **Divide**: a ratio between two metrics.

Select the metrics to combine, and use **Add metric** to add more than two.

![Creating a Composite metric with the Add, Subtract or Divide operation](https://mintcdn.com/spott-docs/4VrjewfkGuxuD_bk/images/reporting/create-metric-composite.webp?fit=max\&auto=format\&n=4VrjewfkGuxuD_bk\&q=85\&s=47a62d5593ba3a9857ac1986d7f45de1)

> [!TIP]
>
> A setup that works well: first create one Measure metric per note label (candidate call,
> interview, screening call, and so on). Then create Composite metrics such as **All
> candidate calls** or **All BD calls** that add them together. You can set targets on
> both levels.

## Edit a metric

To change a metric, open the **⋮** menu at the end of its row and choose **Edit**. This is
also how you fix a metric marked **Needs update**.

> [card] [Next: set targets](https://docs.spott.io/docs/reporting/targets.md)
>
> Give people, teams, or the company a goal on each metric.


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