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Tools

Event Metrics Tool

With the Event Metrics tool, you can enter metric information about a group that is associated with an event. This might include headcount, guests, and salvation decisions.

  • The tool is available on the Events or Event Metrics pages. You can launch the tool on its own or from an open record.
  • The metrics recorded using this tool are group-specific and based on the program for an event.
    Note: You should add metrics that are more global and not associated with a specific group using the Metrics tab on the event record.
  • Metrics are useful for recording data that is not otherwise in the Platform and associated with a person's record.
  • You can search for events in the tool, and find the one you need based on event names, dates, and the congregation.
  • If metrics have already been entered for the selected event, they display in the tool. You can update them, and the previous Event Metric end-dates and replaces the new value.

Screenshot of the Event Metrics tool showing headcount numbers entered for the adult and teen groups, as well as salvation numbers for the event

Note: SPoCs can grant user access to this tool.

Set Up Options for Event Metrics

You must configure metrics and groups before you can use the Event Metrics tool.

  1. Go to Facilities > Metrics.
  2. Click New Metric to add any additional metrics you want to track for events.
  3. Go to Events, and open the appropriate record.
  4. On the Rooms & Groups tab, make sure the appropriate groups are associated with the event.

The metrics you added display in the tool for the groups associated with the event.

Add Metrics for an Event

  1. Go to Events, or go to Facilities > Event Metrics.
  2. Open the record, if needed.
  3. From the Tools menu, select Event Metrics Tool.
  4. If you didn't open a record, search for the event.
  5. Select the metric from the drop-down list.
  6. Select the group associated with the metric, if applicable.
  7. Enter the number for the metric.
  8. To add more metrics, click Add Event Metric and repeat these steps as needed.
  9. When you're finished, click Save.
    A success message displays.
  10. Close the tool.

You've recorded the metrics on the Metrics tab of the event record.

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Last updated: May 9, 2024