Metrics – Adding Tracking Data

In Using Metrics To Track Your Progress we discussed creating a new Metrics entry.  For a new metric to be useful we need to show progress and for that we need to add Tracking Data.  For demonstration purposes we’ll continue using the weight tracking metric.

There are two ways to add Tracking Data to your metric:

Method 1: If you already have the metric’s information form open, go the Tracking tab, click anywhere in the Tracking Values grid area, then press your keyboard’s Insert key.  The Metric Tracking Entry form should appear to help you enter the tracking data. The date is defaulted to Today’s date.

You can add as many entries as you want using this method.

Method 2: Shortcut

If you are working from the Metrics tab in the main Achieve Planner form…

Step 1: Go to the Metrics tab (Go -> Metrics menu item)

Step 2: Click once, anywhere within the row of the metric to which you want to add tracking data

Step 3: Use the Actions -> Add Tracking Entry menu item.

The same Metric Tracking Entry dialog will appear so you can enter the tracking data.

This method is great when you just want to quickly make an entry and don’t want to view all the details of the metric.

Tracking Entry Information

The tracking entry for a metric consists of the following fields…

Value: The current value (in this example weight in pounds) that you want to enter

Target: The expected or target value for the metric at this point in time… we’ll come back to this in the next article. For now, leave it blank.

Date: The date the value was measured, whether it’s today’s date or a previous date.

Type (pull-down menu): Choices are “Cumulative”, “New Total”, or “Instance”.  We’ll explore “Instance” and “Cumulative” in future articles. For now choose “New Total”.

The type usually matches the Metric’s overall type and you usually don’t have to change it.

Our completed form now looks like this:

Click OK to add the tracking entry to the metric, which you can see in the Tracking tab of the Metric’s Information Form:

If you’ve been tracking your weight some other way (like Post-It notes or your previous dayplanner), the Achieve Planner Metrics feature can reduce your paper load, simplify your life, and make it easy to have all your information at your fingertips for weight tracking.

Adding Tracking Entries From The Metric Reminder Screen

Remember that if you set a metric tracking reminder it will only occur once each day, at the time you’ve set.  That reminder will look the same as reminders used for appointments/events:

If you have more than one reminder due at the same time, they will all appear in the window.

To enter a tracking entry for the metric from the Reminder Window, just dismiss the reminder. Achieve Planner will ask you if you want to add a tracking entry for the metric. Select Yes to add a tracking entry, No to skip it.

NOTE: Once you’ve added one or more tracking entries, you may see a graph on the main Metrics tab, below the rows of entries. We’ll discuss that graph and the ways it can be changed in a future article.

Snooze: just like your bedside alarm clock, you can highlight a particular reminder, choose a time from the drop down list, then click Snooze and the reminder will disappear for that length of time. Each reminder in the list can have a different snooze time.  Or you can highlight one or more reminders and set the same snooze time for all highlighted.

Mini-Break: clicking this button will automatically set the reminder to re-appear in 10 minutes – no additional time setting is needed.  (For more information on mini-breaks and their benefits see the Get More Done In Less Time ebook and course.)

If you’re using AP Metrics to track your weight or any other important things, how has it benefitted you?  We invite you to add your comments below.