Step 1 - First, set up goals and metrics like this
Step 2 - Go to the roadmap, measure activity, and click on the measure activity you want to update
Image: Shows the measurement activity added inside the measure phase inside the roadmap
Image: Shows the goal panel where the goal details can be seen
Step 3 - Click on the update
Image: Shows the pop-up where the target can be updated
Step 4 - Change the value as per findings
Image: Shows the pop-up where the target can be updated
Image: Shows the pop-up where the target can be updated
Step 5 - Add a note and associate an evidence document
Image: Adding evidence document to update targets
Step 6 - Continue updating until targets are met
Image: Adding evidence document to update targets
Step 7 - View metric progress across projects in the playbook
Goals and Metrics added across projects can be seen in the playbook. Authorized users can change the views to see the goals-wise status, metrics-wise status, or metric category-wise status
Image: Playbook goals and metrics - Goal-wise view
Image: Playbook goals and metrics - Metric category-wise view
Image: Playbook goals and metrics - Metric-wise view