Smarter Planning Starts with Smarter Metrics
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Weekly Tips & Tricks

Hey Mal,

 

In Align, Metrics aren’t just standalone figures. When connected properly, a single Metric can drive a Priority, Critical Number, KPI Card, and Quarterly Target on the OPSP.

 

That means when you update a Priority tied to a Metric, that change carries through anywhere that Metric is used. No duplicate entry. No disconnects.

 

If you're planning to add new Critical Numbers, set fresh Quarterly Targets, or create number-driven Priorities for Q4, start by asking:

➡️ Are we linking this to an existing Metric?
➡️ Are we reusing the same Metric where we’re tracking the same number?

 

It’s a simple step that makes updates faster and reporting more accurate—and it keeps everyone focused on what matters most.

📘 Learn how Metrics work across Align →

 

Do this: Take 10 minutes this week to audit your Metrics. If you have a Revenue metric, is it connected everywhere it should be?  Are your Critical Numbers all driven by Metrics?  Are your Metrics doing the heavy lifting they should be?

 

Smart moves today. Big wins tomorrow.
- Your Customer Success Team

Have you registered for the session THIS THURSDAY!


Find out more and register here.

John Spence EO Webinar - September 2025 (2)

Call for Beta Users: Data Tables

    Data Tables is almost ready to be tested by a select group of beta users, want to be part of the early adoption group?  Apply Here. 

     

    What are Data Tables? Data Tables are an excel style view of metrics over time. You can view numbers by week, month, quarter, period, or year.  This is V1 and will be available as a standalone dashboard with minimal targets. 

     

    We plan to release updates to data tables throughout the rest of the year, and we need your feedback to help shape the feature. Apply Here!

    Data Tables

    Ask Align Topic: Metrics

    • Focus Topic: First 10 minutes will focus on best practices and practical advice. Talk through the best practices 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!

    The Align Team

    PS - We added a Weekly Tips and Tricks history page - check out past emails!

    John Spence EO Webinar - September 2025 (600 x 600 px)
    Ask Align - 10.24 Updated

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