north North Star Metrics
Track key performance indicators across workflow phases with automated calculations and visual insights to understand how each phase contributes to your overall goals.
Phase-Level Performance Tracking
Apply functions to any tracked field (revenue, cost, margin) and see totals across phases to identify bottlenecks and opportunities.
psychology What It Does
North Star Metrics enables you to track any field across your pipeline phases using mathematical functions (sum, average, count) to see how each workflow stage is performing against your key objectives.
Metric Tracking Examples
Revenue Tracking
Cost Analysis
functions Available Functions
-
add
SUM
Total all values in the phase -
trending_flat
AVERAGE
Mean value across all items -
tag
COUNT
Number of items in phase -
keyboard_arrow_up
MAX
Highest value in the phase -
keyboard_arrow_down
MIN
Lowest value in the phase
build_circle How It Works
Setup Process
Select Tracking Field
Choose which field to track (revenue, cost, margin, etc.)
Choose Function
Apply SUM, AVERAGE, COUNT, MAX, or MIN function
Configure Display
Set up visual display and phase comparison options
View Real-Time Data
See calculations update automatically as items move between phases
Analyze Trends
Identify which phases are performing well or need attention
Optimize Workflows
Use insights to improve phase efficiency and outcomes
insights Performance Insights
North Star metrics help you identify:
- • Which phases generate most value
- • Where bottlenecks occur
- • Cost centers in workflows
- • Phase conversion efficiency
- • Resource allocation opportunities
groups Perfect For
Sales Teams
Track deal values, conversion rates, and revenue potential across your sales pipeline phases.
- • Total pipeline value per phase
- • Average deal size by stage
- • Conversion rates between phases
- • Time spent in each phase
Project Management
Monitor project costs, budget utilization, and resource allocation across project phases.
- • Total project costs per phase
- • Average resource utilization
- • Budget vs actual spending
- • Phase completion rates
Customer Support
Analyze support ticket resolution times, satisfaction scores, and workload distribution.
- • Average resolution time per phase
- • Customer satisfaction scores
- • Support workload by priority
- • Escalation rates between phases
link Related Features
analytics Custom Dashboards
Visualize North Star metrics in comprehensive dashboard views
timeline Phase Management
Configure phases and fields that can be tracked with North Star metrics
add_box Custom Fields
Create custom fields for tracking specific metrics in your workflows