The Measurable Library provides prebuilt Measurables that you can review, customize, assign, and add to your Scorecard.
What Is the Measurable Library?
The Measurable Library helps you add Measurables without starting from scratch.
Library Measurables are organized by:
Cadence: Weekly, monthly, quarterly, or annual
Department: Customer Success, Finance, Operations, or Sales and Marketing
You can add a Measurable using its default settings or edit it before adding it to your Scorecard.
How to Access the Measurable Library
Open the Scorecard where you want to add a Measurable.
Select Add Measurable or Add.
Select the Library tab.
How to Find a Measurable
Open the Library tab.
Select a cadence:
Weekly
Monthly
Quarterly
Annual
Select a department to jump to that section:
Customer Success
Finance
Operations
Sales and Marketing
Review the available Measurables.
How to Add a Measurable Using the Default Settings
Find the Measurable you want to add.
Turn on the toggle next to the Measurable.
Assign the Measurable to the appropriate person.
Repeat these steps for any additional Measurables you want to add.
Select Add to Scorecard.
The selected Measurables will be added to the Scorecard.
How to Customize a Library Measurable
You can change a Library Measurable before adding it to your Scorecard.
Find the Measurable you want to customize.
Select the Edit button or select the displayed goal or target.
Update the available settings, such as:
Goal or target
Number or percentage
Accountable person
Save your changes.
Turn on the Measurable if it is not already selected.
Select Add to Scorecard.
Key Actions
From the Measurable Library, you can:
Browse Measurables by cadence
Browse Measurables by department
Select multiple Measurables
Assign an accountable person
Edit a Measurable before adding it
Change its goal, target, or value type
Add selected Measurables directly to the Scorecard
Q&A
Can I edit a Measurable from the Library before adding it?
Yes. Select the Edit button or the displayed goal or target to open the Measurable in edit mode.
Do I have to change the default settings?
No. You can use the default settings, assign the Measurable, and add it directly to your Scorecard.
Can I add more than one Measurable at a time?
Yes. Turn on each Measurable you want, assign the appropriate people, and then select Add to Scorecard.
Can I create a Measurable without using the Library?
Yes. Use the manual Measurable form or select Ask Atlas from the Scorecard.
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