# Getting started with Metrics
Metrics (opens new window) is an Key Performance Indicator (KPI) management tool designed for nonprofits and non-governmental organizations (NGOs), enabling the management and tracking of project KPIs with real-time data sets for effortless rollup and reporting.
Built from the ground up, Metrics aims to bridge the gap in how M&E practitioners currently handle indicator tracking, facilitating a shift to a more digital tool. It integrates seamlessly with ongoing efforts in digital data collection.
The key features of Metrics are:
- Facilitates a smooth transition by offering a seamless way to bulk import and export existing indicator data from current KPI tracking methods.
- Provides a spreadsheet-like interface for a familiar overview, supporting bulk edit actions for user convenience.
- Assists admin users in defining organization-wide standards through data validation and cross-project reporting and analysis support.
- Integrates with widely used third-party data collection tools, allowing users to link real-time data sets for accurate and automated rollup and reporting.
# Step 1: Configure metrics defaults
To begin, click on the Metrics menu at the top of the app. This will redirect you to a project list. On this projects list, click on Configurations. After this you will see the following configurations:
- Frequency
- Level
- Organization
- Organization Type
- Sector
- Status
# Step 2: Create projects
Get started with Metrics by entering a project name and press enter to save it. This will set up a space for defining your project objectives and indicators. Once a project is created, you can view the project settings to add more project-related details.
# Step 3: Define objectives
Once a project has been created, click on the project and you'll arrive on the Objectives page. Here, you can begin to define your project objectives by providing a name, description, and assigning a level. The level field is used to determine where the objective sits in your project logic.
If your levels are empty, see Step 1: Configure Metrics defaults (opens new window) on how to add your levels before proceeding.
# Step 4: Define indicators
After setting your objectives, simply click on the indicators tab in the side menu. Once on this page,start adding your project indicators and link them to the objectives you've created earlier. You can also connect each indicator to a specific level to ensure a logical project flow.
As you begin to detail out your indicators fully you can customize the display of additional fields based on your needs to add extra context when referring to your indicators.
