What would you like to know more about?

Show Page Sections

Event Metrics Tool

Learn more about the Event Metrics tool, including instructions to set up event metric options, and how to add metrics for an event.

With the Event Metrics tool, you can enter metric information about a group that is associated with an event. This might include headcount, guests, or 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.
  • You can use metrics to record data that is not otherwise in MinistryPlatform 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 or parish.
  • If you've already entered metrics 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: To use this tool, you must have access through your security role. 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. In the navigation menu, click Facilities > Metrics.
  2. Click New Metric to add any additional metrics you want to track for events.
  3. Enter the information for the metric you want to add.
  4. Click Save.
  5. In the navigation menu, click Events.
  6. Open the appropriate event record.
  7. Click the Rooms & Groups tab.
  8. Ensure 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. Click Tools, then click Event Metrics Tool.
  4. If you didn't open a record, search for the event in the Search field.
  5. In the Metric field, select the metric from the drop-down list.
  6. In the Group field, select the group associated with the metric, if applicable.
  7. In the Number field, 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.