Metric

Name, Unit Text and Direction identify the measurement. Cadence, Evaluation Policy and Version complete registration. Formula is multiline text: writing an expression there does not execute a calculation. Intake Check verifies cadence cardinality, key and Active status. Higher Is Better, Lower Is Better and Target Is Better describe direction; they do not independently calculate attainment.

Use and boundaries

Field names below are the current product labels. * and ° are UI markers, not database constraints. A preferred single-record selection is not a global cardinality constraint either. The related guide explains operational rules.

Related guide · All entities

Metric in the current system

Fields

Field	Storage	Source, options or boundary
Name*	Text	Stored value.
Unit Text*	Text	Stored value.
Formula°	Long text	Stored value.
Direction*	Single select	Higher Is Better, Target Is Better, Lower Is Better
Data Source°	Text	Stored value.
Evaluation Policy*	Single select	task-completion-v1, kpi-average-v1, expected-pace-v1
Measures (Organization)	Text	Text reference; not a linked record.
Measures (Team)	Text	Text reference; not a linked record.
Measures (Department)	Text	Text reference; not a linked record.
Measures (Procedure)	Linked records	Procedure
Measures (Project)	Text	Text reference; not a linked record.
Version*	Text	Stored value.
Targets	Linked records	Metric Target
Observations	Linked records	Observation
Cadence*	Linked records	Cadence (mirror) · single selection preferred
Cadence (Key)	Lookup	Cadence* → Key
Created	Created time	Generated by Airtable.
Cadence (Lifecycle Status)	Lookup	Cadence* → Lifecycle Status
Intake Check	Formula	Computed; see formulas below.
Intake Step	Formula	Computed; see formulas below.
Tags	Linked records	op:tags · optional labels from the Core Tags catalog; classification only.

Current formulas

Internal references are rendered as readable field names. These expressions describe current configuration, including its limitations.

Intake Check

IF(COUNTA({Cadence*}) > 1, "⚠ More than one cadence. ", "") &
IF(AND({Cadence*}, {Cadence (Key)} = BLANK()), "⚠ Cadence has no Key. ", "") &
IF(AND({Cadence*}, {Cadence (Lifecycle Status)} & "" != "Active"), "⚠ Cadence is not Active. ", "")

Intake Step

IF(OR({Name*} = BLANK(), {Unit Text*} = BLANK(), {Direction*} = BLANK()), "Define - 1",
IF(OR({Cadence*} = BLANK(), {Evaluation Policy*} = BLANK(), {Intake Check} != "", {Version*} = BLANK()), "Define - 2",
""))

Example and maintenance

Illustrative example: “Reports sent” uses unit reports and Higher Is Better. The definition stays separate from today’s value.

The 159 current Metrics came from the 2026-10-21 migration. Their Unit Text was guessed from the old text (154 count, 4 hours, 1 %) and still needs review by the area leads.

Use the existing fictitious records to inspect relationships in the guide. Before changing fields, check lookups, formulas, intakes and workflow contracts. This page documents structure; a field does not prove that an integration populates it.