Follow the steps in this guide to connect your board, explore your metrics and start making smarter decisions based on real flow data.
In this guide
Once FlowMetrics is added to your subscription, open it with the FlowMetrics button in the navigation bar.

Once you’re logged in, connect FlowMetrics to the system where your work lives.
Go to Settings to configure your preferences and account options.

Choose Manage Data Sources and click Connect a New Data source to link FlowMetrics to your existing workflow system.


The FlowMetrics Wizard will open. Start by selecting your data provider, then follow the Wizard’s instructions.

Once the setup is complete, you’ll have access to a full suite of analytics dashboards. Here’s a glimpse of what FlowMetrics looks like in action.
Click on any metric to open a detailed drill-down view. For example, the Lead Time Drill Down shows the historical trend of lead times broken down by Portfolio, Team and Individual Contributor — with separate lines for Development and Discovery work types.

Use the tabs at the top to switch between Historical View, Predictability, Histogram, Scatterplot, Work Type Overview and Completed Work Detailed Report.
The Fitness Criteria section gives you an instant health check of your delivery process. The top row displays the key metrics:
The Work Overview section breaks work down into Upcoming Work, Work in Progress and Completed Work — each with a historical view and volume counts.

In the Loupe view, click on any portfolio item to open a detailed card for that initiative.

The card includes two status donut charts showing progress distribution (On Track / At Risk / Behind / Not Rated), a completion progress bar across all linked boards, and these sections:
If you need assistance getting started, we’re happy to help!