How the Metric Tree Works in Enforcium

The Metric Tree is where company metrics are created and organized in Enforcium. It helps you build a connected measurement system and understand how different metrics relate to each other.

For example, a company can track its customer acquisition process through several connected metrics:

Leads Generated → Qualified Leads → New Customers

These metrics can be organized into a single structure within the Metric Tree.

The Metric Tree has two modes:

• View mode for viewing existing metrics and the relationships between them.
• Edit mode for creating metrics, changing their settings, and adjusting the tree structure.

Use View mode to review the current measurement system. Switch to Edit mode when you need to add or configure metrics.

In Edit mode, to add a new metric, and open Metric Parameters.

For example, a company wants to track the number of qualified leads. It can create the following metric:

Qualified Leads

Next, define the metric parameters.

Each metric can have one of the following categories:

• Input
• Output
• North Star

Categories help define the role of a metric within the overall measurement system.

For example, Leads Generated can represent the incoming flow of leads, while New Customers can represent the result of processing those leads.

North Star can be used for a key metric that represents the primary result a company or team focuses on.

When creating a metric, define how Enforcium should work with its data.

Available data types include:

• Regular
• Static
• Aggregator

You can also choose the value type:

• Number
• Currency
• Percent
• Time

For example:

Qualified Leads → Number

Another metric could use:

Lead to Customer Conversion Rate → Percent

The logic behind Regular, Static, and Aggregator can be covered in a separate article, Metric Types in Enforcium.

Metrics in Enforcium can be connected through parent and child metric relationships.

For example:

Customer Acquisition

↳ Leads Generated

↳ Qualified Leads

↳ New Customers

When creating or editing a metric, you can select the parent metric in the Parent metric field and move it in the tree.

This creates a structured measurement system where related metrics are organized together.

When data from a child metric needs to be passed to its parent, enable Enable passing data to the parent metric.

A metric value can provide more useful context when you can break it down by additional characteristics.

For example, a team records:

120 qualified leads

The company may also want to know which countries those leads came from.

You can add an attribute:

Country

When entering data, managers can then specify values such as:

Portugal

Germany

United States

Another option is:

Lead Source

This allows the team to record where each result came from:

Organic Search

Referral

LinkedIn

Paid Ads

Attributes keep this additional context alongside the metric and allow the same metric to be analyzed across different dimensions.

Metrics can be connected to the company’s organizational structure.

Available settings include:

• Department
• Accountable position
• Responsible positions
• Consulted
• Informed

For example, the Qualified Leads metric can belong to the Sales department. The Head of Sales can be assigned as Accountable, while Sales Managers can be assigned as Responsible.

This connects each metric with the department and organizational roles involved in achieving the result.

A metric shows the actual value.

For example:

Qualified Leads: 72

This value becomes more meaningful when you define the expected result for a specific period.

For example:

The metric shows the actual result, while the KPI defines the result the team is expected to achieve within a specific period.

A KPI can be created directly from the Metric Tree or from the metric card on the dashboard using Create KPI.

Learn more in How KPIs Work in Enforcium.

All created metrics are available under Analytics → Metrics.

The Metric Tree is used to create and organize the measurement system. The dashboard is used for daily monitoring.

For example, a Sales dashboard can include:

• Leads Generated
• Qualified Leads
• New Customers
• Lead to Customer Conversion Rate

Metric cards show current values and changes over the selected period.

You can also Pin important metrics to the My tab on your dashboard. This keeps the metrics you monitor most often easy to access.

You can create a KPI directly from a metric card as well.

Tabs at the top of the dashboard let you switch between different metric views.

The first tab is My. It contains the metrics you have pinned.

The following tabs represent individual company departments.

For example, a Head of Sales can open the Sales tab and view the department’s metrics without going through Marketing, Operations, or other teams.

The structure is simple:

Metric Tree → where the company’s measurement system is created and organized.

Metrics Dashboard → where the team reviews and tracks those metrics every day.

Once the Metric Tree is configured, the team can monitor actual results on the dashboard, organize metrics by department, add context through attributes, and set goals for the metrics that require active management.

When a metric needs a defined expected result and a specific timeframe, you can create a KPI for it.