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Create a Numerical Tracker (value indicator)

Create a Numerical Tracker (value indicator)

Numerical Trackers (value indicators) are used to track numbers that are likely to change over time for an individual Contact

For example, common Numerical Trackers (value indicators) are:

  • Salary

  • Distance Run

  • Temperature

Numerical Trackers (Value Indicators) cannot be added to a project unless they are part of an Outcome.

To create a new Numerical Tracker (Value Indicator)

  • Go to the Create Tracker page

    • Click Create in the top menu

    • Select Show More Options

    • Select Tracker/Outcome in the expanded menu that appears to the side

    • This takes you to the Create Tracker page and the first tab is the Activity Trackers tab

    • Select the 5th tab: Numerical Tracker

  • Enter the name of the Numerical Goal in the first field, e.g. “Distance Run”

  • In the Units field, you can choose the Units to use when tracking this number. Open the dropdown list and choose the Unit that is most relevant. In this example, it would be Miles or Kilometres.

  • If your Numerical sub goal is a number that does not require any units, for example “Competitions Won”, then select No Units in the Units dropdown list

  • If the unit required for your Numerical tracker does not exist, click the Make your own units button and create a new unit by pressing Save

  • Optionally open the Advanced section to

  • Pressing the Save button will create the Tracker and redirect you to your Personal Library

  • Pressing the Save and Add Another button will create the Tracker and redirect you to a blank version of the Create Goal page on the Activity tab

Using a Numerical sub goal (Value Indicator)