How to Add Catalog Metrics to a Team and Scorecard

The Metric Catalog lets you add pre-built, best-practice metrics to any team in one click. Once added, the metric is yours to track, customize, and attach to any scorecard.

Add Catalog Metrics to a Team

1. Go to the team where you want to add metrics.

2. Click Add Metric and choose Add from Catalog.

3. Browse or search the catalog. Metrics are grouped by category (Revenue, Marketing, Sales, etc.).

4. Select one or more metrics. Metrics already added to your account are shown as already added.

5. Confirm the selection. Each metric is added to your team as an independent copy.

From here, the metric works like any other metric on your team — you can enter data manually, connect a data source, set goals, and configure permissions.

Add a Catalog Metric to a Scorecard

Catalog metrics, once added to a team, appear alongside all other team metrics when you build a scorecard. To add one:

1. Open the scorecard and go to the section where you want the metric.

2. Click Add Metric.

3. Search for the metric by name and select it.

That's it. The scorecard will now track that metric alongside your other KPIs.

A Few Things to Know

• Each team gets its own copy. Adding a catalog metric to Team A does not affect Team B. Changes you make to the metric (name, frequency, data source) only apply to your team.

• Some metrics require a data source. If a catalog metric pulls from an integration you haven't connected, you'll see a prompt to connect it first.

• Catalog metrics are already configured. Aggregation type, measurement frequency, and unit are pre-set based on best practices. You can edit these after adding.