Get Clear on Critical Numbers — and How to Track Them
View in browser

Weekly Tips & Tricks

Hey there,

 

Critical Numbers are the key outcomes (1-2 is ideal, you can have up to 5) that need to move this quarter to call it a win. They keep everyone locked in on what matters most.

 

Here’s the quick breakdown:

  • Critical Numbers spotlight the few numbers that must change this quarter.

  • Priorities are the actions you're driving forward to hit those Critical Numbers.
  • Quarterly Targets are the results you need to hit by the end of the quarter - Critical Numbers are often a subset of Quarterly Targets.

  • Metrics are numbers you're measuring — not always about performance.

Make It Visual: Your KPI Cards visualize Critical Numbers, KPIs, Quarterly Targets, and Metrics on your Dashboards and Huddles.

Pro Tip: When you set up a Critical Number, link it to an existing Metric for quick updates and clean data— just pick "Metric" when you set the Value Source.

 

Advanced Tip:Use Team-Level Critical Numbers to give each team a number they can own and move the needle on.

 

Quick Reminder: You can always rename your KPI Card sections to match your team's style — keep it clear and meaningful.

Ask Align Topic: Critical Numbers

  • Focus Topic: First 10 minutes will focus on using Critical Numbers. Talk through the difference and what works for your specific company ...or ask Questions about what you already have. 
  • Open Q&A: The remaining time will be spent on open Q&A about any topic, feature, or even your individual account.  

Ask Align is the best way to get FREE technical training and Advisory services.  We also love hearing product feedback and success stories.  Help us help you!  Please give us your feedback to make Align Customer Success work for your needs.  Email advisor@aligntoday.com or share at Ask Align!

Here’s to smart moves today and big wins tomorrow!

 

The Align Team

Do you use Team
9-1

Do you find this newsletter helpful? Are there any topics you want us to cover? Reply with your feedback! 

LinkedIn

Align Technologies Corp., 4637 Tchoupitoulas St., New Orleans, Louisiana 70115, United States, 1-888-315-4049

Manage preferences