Update metric values manually

You can manually add values at the time you define your Metrics as well as add them later on. Each Metric view has a Metric Values section which has three options - User, Team and Generic Identifier.

Update User Metric Value

1. Click on the User option.

2. Under Name, find a user in the dropdown menu you would like to add.

3. Add the current value for this user.

Repeat steps 1-3 until all relevant users have been added and then click Save.

Update Team Metric Value

1. Click on Team option.

2. Under Name, find a team in the dropdown menu you would like to add.

3. Add the current value for this team.

Repeat steps 1-3 until all relevant teams have been added, and then click Save.

Note that Hoopla automatically calculates team values so you do not have to add team Metric values by default.

Update Generic Identifier Metric Value

1. Click on Generic Identifier option.

2. Under Name, find an existing generic identifier or specify a new generic identifier.

3. Add the current value for this generic identifier.

4. Click Save after adding the relevant identifiers and values.

Related articles

• Types of metric updates Compare the ways to keep Hoopla metrics current, from manual updates to Salesforce, spreadsheets, email or CSV uploads, the API, and Zapier.
• Update metrics with file upload Format a spreadsheet with an Email column and upload it to update metric values for many users at once.
• Update metrics in bulk using email upload Update metrics for many users at once by emailing a spreadsheet to a unique Hoopla upload address.
• Define your metrics Create metrics that track your key performance indicators, choose a data source and update frequency, and set goals for them.