Configure metric step in Hoopla

Setup Number, Progress Bar and Gauge Options

The Metric Step allows you to display metric data in a visually engaging way. With this step type, you can show one large Number, a Progress Bar, or a Gauge on your TV segments and channels. For example, you could display the number of active trial accounts, social following growth compared to last week, or progress toward a company goal. It’s an excellent way to keep important KPIs top-of-mind!

To use the Metric Step, simply drag it into your lineup and select a Display Type from the dropdown menu: Number, Progress Bar, or Gauge.

If you select Number:

1. Give your Step a title.

2. Select a Metric to display. Check “Include in display” if you want to show the Metric label on your TV.

3. Select a User, Team or Generic Identifier. Check “Include in display” if you want to show this on your TV. Note that Hoopla will auto-sum the values of the individuals on that Team if there is no Team metric value. Use a Generic Metric to display any non-user related metric.

4. Select a background & transition.

5. Select a duration.

6. Click Save.

If you select Progress Bar:

1. Give your Step a title.

2. Input a Target Value. Check “Include in display” to show the Target Value on your TV. Note: The Target value is the end point for your Progress Bar and should relate to your chosen Metric. We recommend using a company or team goal like your Quarterly Revenue Goal or Monthly Call Goal.

3. Select a Metric to display. Check “Include in display” to show the Metric label on your TV. Note: Your Metric’s value will appear relative to the Target goal on your Progress Bar.

4. Select a User, Team or Generic Identifier. Check “Include in display” to show this on your TV. Note that Hoopla will auto-sum the values of the individuals on that Team if there is no Team metric value. Use a Generic Metric to display any non-user related metric.

5. Select a background & transition.

6. Select a duration.

7. Under “Show advanced settings,” you can optionally choose to Display % completed as well as Mute celebration chime when target is hit.

8. Click Save

If you select Gauge:

1. Give your Step a title.

2. Input two ascending Breakpoints & a Target Value. Check “Include in display” to show these on your TV. Note: Breakpoints allow you to display different zones as you progress toward your Target Value. For example, use Breakpoints and Target Value to show each month’s goal for a Quarterly leaderboard like Quarterly Revenue Goal.

3. Select a Metric to display. Check “Include in display” to show the Metric label on your TV. Note: your Metric’s value will appear relative to the Target goal on your Gauge.

4. Select a User, Team or Generic Identifier. Check “Include in display” to show this on your TV. Note that Hoopla will auto-sum the values of the individuals on that Team if there is no Team metric value. Use a Generic Metric to display any non-user related metric.

5. Select a background & transition.

6. Select a duration.

7. Under “Show advanced settings,” you can optionally choose to Display % completed as well as Mute celebration chime when target is hit.

8. Click Save

Related articles

• Auto-calculated team metrics in Hoopla Understand how Hoopla sums team members’ values into team metrics, when it won’t, and how to switch back to auto-calculation.
• Define your metrics Create metrics that track your key performance indicators, choose a data source and update frequency, and set goals for them.
• Create a metrics step, gauge, or progress bar from a Salesforce report Show a single total from a Salesforce report on your channels as a number, gauge or progress bar using the Report Wizard.
• Add content to your Hoopla lineup Add steps to a channel or reusable segment, from leaderboards and newsflashes to videos, web pages and countdowns, and configure each type.