> ## Documentation Index
> Fetch the complete documentation index at: https://docs.humanintelligence.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Metrics

> Trusted business calculations that everyone agrees on.

A metric is a trusted calculation that gives your organization a single, agreed-upon answer to a business question. Think of headcount — instead of every team counting employees differently, a metric defines exactly how that number is calculated so everyone sees the same result.

Metrics are the foundation of Human Intelligence. They replace one-off spreadsheet formulas and conflicting numbers with shared definitions your whole organization can trust.

<Frame>
  <img src="https://mintcdn.com/humanintelligence/C4NYfN7LSYBG0V00/assets/images/metrics-1.png?fit=max&auto=format&n=C4NYfN7LSYBG0V00&q=85&s=565270e3a0961fafaccbf6cb726bb7bc" alt="Metrics catalog" width="3248" height="2122" data-path="assets/images/metrics-1.png" />
</Frame>

## What Makes Up a Metric

Every metric in Human Intelligence is built from a few key pieces. Expand each one below to learn what it does.

<AccordionGroup>
  <Accordion title="Name and Description">
    Every metric has a short **name** (like `headcount` or `offer_acceptance_rate`) and a plain-English **description** that explains what it measures. The name is how systems reference it; the description is how people understand it.
  </Accordion>

  <Accordion title="Formula">
    The formula is the actual calculation — the math behind the number. For example, headcount might use a simple count of employee records, while offer acceptance rate divides accepted offers by total offers extended. You don't need to write code; Human Intelligence walks you through building the formula step by step.
  </Accordion>

  <Accordion title="Measure Type">
    The measure type tells the platform what kind of number this metric produces. Common types include:

    * **Count** — counts records (e.g., number of employees)
    * **Average** — averages values (e.g., average days to fill a role)
    * **Sum** — adds values together (e.g., total compensation spend)
    * **Number** — a derived calculation like a ratio or percentage

    This helps the platform validate your formula and display results correctly.
  </Accordion>

  <Accordion title="Scope">
    The scope defines which group of people the metric includes by default. For example, headcount might default to the **active\_workers** segment so it automatically excludes terminated employees. Learn more on the [Scopes](/platform/scopes) page.
  </Accordion>

  <Accordion title="Guidance">
    Guidance is where your organization adds context — why this metric was defined a certain way, when to use it, and what to watch out for. It's the human layer on top of the formula that helps people interpret results correctly.
  </Accordion>
</AccordionGroup>

## Types of Metrics

<Columns cols={3}>
  <Card title="Platform Metrics" icon="box">
    Default definitions that Human Intelligence provides out of the box. These cover common people analytics calculations like headcount, attrition, and time-to-fill. They're ready to use from day one.
  </Card>

  <Card title="Custom Metrics" icon="pen">
    Metrics your organization creates for your own business needs. If you measure something unique — like a specific engagement score or a custom retention calculation — you build it as a custom metric.
  </Card>

  <Card title="Platform Overrides" icon="refresh-cw">
    Your organization's version of a platform metric. If the default headcount definition doesn't quite fit how you count employees, you override it with your own logic while keeping the same metric name.
  </Card>
</Columns>

<Frame>
  <img src="https://mintcdn.com/humanintelligence/C4NYfN7LSYBG0V00/assets/images/metrics-2.png?fit=max&auto=format&n=C4NYfN7LSYBG0V00&q=85&s=009c779e5f2e757384b3b6846ba6db9c" alt="Metric definitions" width="3248" height="2122" data-path="assets/images/metrics-2.png" />
</Frame>

## Creating or Editing a Metric

<Steps>
  <Step title="Open the metric catalog">
    Navigate to the **Metrics** section from the sidebar. You'll see all available metrics for your organization.
  </Step>

  <Step title="Create or select a metric">
    Click **New Metric** to start from scratch, or click an existing metric to edit it. If you're editing a platform metric, the platform will create an override so the original stays intact.
  </Step>

  <Step title="Define your formula and scope">
    Fill in the name, description, formula, and measure type. Choose a default scope to set who the metric includes. Add guidance notes to help your team interpret the results.
  </Step>

  <Step title="Preview and validate">
    Before saving, Human Intelligence validates your formula and shows a preview of the results. Review the numbers to make sure everything looks right.
  </Step>

  <Step title="Save and publish">
    Once you're satisfied, save the metric. It becomes the trusted definition for your organization.
  </Step>
</Steps>

<Tip>
  Every metric change goes through validation and preview before it goes live. You'll always see the impact of your changes before they affect anyone else's reports or analyses.
</Tip>

<Info>
  **Example:** Headcount = count of active employees. Default scope: the `active_workers` segment. Guidance: "Includes all active full-time and part-time employees. Excludes contractors and contingent workers."
</Info>
