> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.holaspirit.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to add, edit and delete Metrics?

The Metrics are a dimension of the role and the circle and measure the performance of its activities. Metrics allow teams and roles to evaluate the effectiveness of their actions. They provide a clear guideline that promotes alignment between strategy and operations.
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# What are Metrics?

Metrics enable the activities of a role or a circle to be steered. Metrics should be part of the decision-making process of each person and role. Make sure that everyone in the organization understands them.

As a general rule, metrics should be:

* Specific: they should identify a clear objective
* Measurable: the data used should be quantifiable
* Achievable: the objectives that refer to it must be attainable
* Relevant: it must respect the company's strategy and vision
* Temporal: its duration must be defined
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# Who can add Metrics? 

All members of a circle or role can add, modify or delete the metrics of the roles of the circle and make the metrics evolve according to the needs of the circle.
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# Adding a metric

* Find the Metrics section:

* for **a role or a circle** – select **the role or circle page**
* for your **organization members** – select **Members page**

* Click on the **Add metric** button

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-24-at-11374_3zyume.png)

* Add a **tittle, recurrence** and **description**
* Assign **role** and **members** (you can assign one or more members of the role)
* You can add an **attachment** from a storage space (Google Drive, OneDrive...) or a link

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-24-at-11390_glv1iz.png)
📌 **Notes:**

* A metric follows a frequency (daily, weekly, monthly…) and can be defined for a circle, a role, a member of the organization.
* Metrics are reviewed and validated only at the Circle meeting, and cannot be validated from a role, Circle or member page. For Holacracy practitioners, metrics are reviewed during the triage meeting.
* All members of a circle can be assigned metrics, even the inactive ones (their access remains restricted to a **view-only status**).
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# Grouping metrics

You can **group metrics by role or recurrence** to better organize yourself on the circle page. These filters are also available during your circle meetings.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-24-at-11393_1jn1ojs.png)

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# Editing a metric

Click on the **metric's card** in a **meeting** or directly from the **role or circle page** to edit it.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-24-at-11401_s087or.png)
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# Deleting a metric

Click on the **metric's card** or access the menu by clicking on the **3 dots on the right of the card** to delete it.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-24-at-11404_qdb8nm.png)
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# Reviewing metrics during a meeting

👤 You need to open a **triage meeting** (for Holacracy practitioners) or at least a **meeting template containing the review metrics step** (see also: [how to open a meeting?](https://help.holaspirit.com/en/articles/3399146-how-do-i-open-or-schedule-a-meeting)).

Metrics can be validated **during meetings** **when** **all members of the circle are present**. The meeting **secretary can check off the metrics** that are validated by the assigned members and roles.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-24-at-11424_185zlcb.png)
**To add a new metric during a meeting:**

* Click **Add Metrics** to create a new indicator in the circle
* Fill in the **title** and **recurrence** of the metric
* **Assign the members** and add all the details (**documents, description**) needed to describe the metric and promote its understanding.

Metrics can change from meeting to meeting, depending on the needs of the Circle. As secretary, if you wish to **delete the metric**, click on the 3 dots to the right of the metric and select **delete**.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-24-at-11430_zv2l2n.png)
**To edit a metric during a meeting**, click on the metric concerned and make the desired changes directly.

**How to validate a metric during a meeting?** The review of metrics allows each role in the circle, through key metrics, to have a global vision of the performance of the circle: where are we today? The role that gives the value of the metric can, if it wishes, comment very briefly.

**You can validate your metrics** during the **triage meeting** or a **meeting containing the review of metrics**. The secretary of the meeting can check off all or some of the metrics in the circle.

⭐️ **Tip:** Group the metrics in the circle by Recurrence, Role and Member for greater readability.

⚠️ **Important:** You cannot validate a metric from the role or circle page directly.