What does metrics due date mean?

[kosuke_sakai]

I just started exploring metrics and scorecard, and trying to understand how I can use the "due date" of metrics correctly.

In the metric edit UI, there is a tooltip saying "This is the due date of the metric and not the final target due date". However, I'm having a hard time understanding what this means to our specific scenarios.

Could anyone help me to understand how I should set the due date in each of the following scenarios?

1. YTD Revenue: We want to track the year-to-date revenue for the current fiscal year. We will entry the cumulative revenue at the end of each fiscal month. We want to see the gap between the actual revenue and the monthly milestones, which has been set in the beginning of the year. By its definition, the measurement of this metric ends at the end of the fiscal year.
2. Customer Acquisition: We want to measure the number of customers acquired periodically. We will entry the number for each week at the beginning of the next week. We want to monitor the trend and the gap against the target which is a constant value through all the time. There is no planned final date of this KPI.
3. Backlog: We want to track the number of tasks in the backlog. We will take the snapshot of the number of tasks currently in the backlog. We will record the values at somewhat frequent, but irregular intervals. We want to see the trend, and also there is no planned final date.

[kosuke_sakai]

Hi @Anonymous, it made me a very clear idea. Thanks!

[Anonymous · Accepted solution]

Hi @kosuke_sakai ,

‘Due date’ is a specific date by which you aim to achieve a particular milestone or status for that indicator. It is not necessarily the final target date for your overall goal, but rather a checkpoint to help you monitor progress towards that goal.

The key in each of your situations is to use the due date as a tool for regular check-ins and progress tracking:
YTD Revenue

You can set the due date to the end of each fiscal month. This allows you to track whether cumulative revenue is meeting the monthly milestones you set at the beginning of the year.

Customer Acquisition

You can set the due date to the beginning of each week to measure the number of customers acquired each week. This helps track weekly performance against your constant target value.

Backlog

Consider setting deadlines based on review cycles. For example, if you plan to review your backlog every fortnight, set the cutoff date accordingly to ensure that you are consistently monitoring trends.

More detailed information about metrics and scorecards in Power BI, you can browse the following documentation:

Use Power BI metrics to improve results in Microsoft Teams - Power BI | Microsoft Learn [c2ac-153b-d...

Best Regards,

Ada Wang

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