Track what matters
Choose the field that represents the outcome your team cares about.
Phase-level performance tracking
North Star Metrics
See how every workflow phase contributes to the goal. Track key fields across pipeline phases with automated calculations and visual insights that reveal bottlenecks, opportunities, and performance trends.
- trending_upTrack any field
- functionsCalculate automatically
- insightsCompare every phase
North Star Metrics at a glance
Turn phase data into a view of the whole workflow.
Apply functions to tracked fields such as revenue, cost, or margin and see the result across every stage.
Calculate by phase
Use mathematical functions to summarize the work at every stage.
Compare performance
See where value builds, slows down, or drops between phases.
Find the next move
Use clear signals to focus improvement where it can have impact.
Read the pipeline clearly
One metric, compared across the phases that shape it.
A North Star view turns scattered field values into a phase-by-phase readout for faster decisions.
Tracked field
Deal value
SUM across phases
Prospecting
$125k
18 opportunities
Qualification
$85k
11 opportunities
Negotiation
$45k
5 opportunities
Pipeline value
$255k
Total deal value currently moving through the workflow — read as a single number, broken down by phase.
Prospecting$125k
Qualification$85k
Negotiation$45k
Closed won$0k
Metric tracking examples
Choose the question, then choose the function.
North Star Metrics works with the fields already inside your workflow. Follow revenue through sales or understand costs through delivery.
payments
Revenue tracking
Field: Deal Value · Function: SUM · Goal: Pipeline value
receipt_long
Cost analysis
Field: Project Cost · Function: AVERAGE · Goal: Spend per phase
Available functions
Use the calculation that fits the decision.
Switch between summary functions to understand totals, averages, volume, and range within each phase.
addSUM — total all values in the phase
trending_flatAVERAGE — mean across items
tagCOUNT — number of items
keyboard_arrow_upMAX — highest value
keyboard_arrow_downMIN — lowest value
addSUM — total all values in the phase
trending_flatAVERAGE — mean across items
tagCOUNT — number of items
keyboard_arrow_upMAX — highest value
keyboard_arrow_downMIN — lowest value
How it works
Set up a metric once. Let the workflow keep it current.
Configure the field, function, and display, then follow performance as items move between phases.
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track_changes
01
Select tracking field
Choose revenue, cost, margin, or another tracked field.
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functions
02
Choose function
Apply SUM, AVERAGE, COUNT, MAX, or MIN.
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tune
03
Configure display
Set the visual display and phase comparison options.
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bolt
04
View real-time data
See calculations update as items move between phases.
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insights
05
Analyze trends
Identify phases that perform well or need attention.
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auto_awesome
06
Optimize workflows
Use the insight to improve efficiency and outcomes.
Performance insights
Know where the workflow needs attention.
North Star metrics turn phase activity into signals your team can use to focus the next improvement.
Value
Compare the contribution of each phase to the overall objective.
Flow
Spot slowdowns before they become persistent bottlenecks.
Efficiency
Understand the relationship between effort, cost, and outcome.
Action
Give teams a clear signal for the next process improvement.
Perfect for teams that manage phases
Make operational performance visible.
Three teams that benefit from a phase-by-phase read on the numbers that matter.
Sales teams
Track deal values, conversion rates, and revenue potential across sales phases.
Tracked metrics: Total pipeline value, average deal size, conversion rates, and time in phase.
Project management
Monitor project costs, budget utilization, and resource allocation across delivery.
Tracked metrics: Phase costs, resource utilization, budget versus actual, and completion rates.
Customer support
Analyze resolution time, satisfaction, and workload distribution by stage.
Tracked metrics: Resolution time, satisfaction scores, workload by priority, and escalations.
Measure the phases that move your work forward.
Track a meaningful field, compare its performance across the workflow, and use the signal to improve what happens next.