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

# Tracking metrics

> How to set up and use tracking metrics to monitor customer progress over time.

Tracking lets you record and monitor customer data over time. This is useful for businesses where customer progress matters — like fitness, physiotherapy, nutrition, or coaching.

## Concepts

### Groups

Groups organize related metrics together. For example:

* A gym might have groups like "Body measurements" and "Performance"
* A clinic might have "Vitals" and "Recovery progress"

### Metrics

Metrics are the individual data points you track within each group. Each metric has a type that determines what kind of data you record:

| Type        | Description      | Example                                   |
| ----------- | ---------------- | ----------------------------------------- |
| **Number**  | A numeric value  | Weight (kg), blood pressure               |
| **Boolean** | Yes or no        | "Completed exercises at home"             |
| **Select**  | Pick from a list | Pain level (none, mild, moderate, severe) |
| **Rating**  | A rating scale   | Satisfaction (1–5)                        |
| **Text**    | Free-form note   | Session observations                      |

Metrics can also have a **unit** (e.g., "kg", "lbs", "cm") that appears alongside the recorded values.

## Setting up tracking

<Steps>
  <Step title="Create a group">
    Go to **Settings > Tracking** and create a new group. Give it a name and optional description.
  </Step>

  <Step title="Add metrics to the group">
    Within the group, add the metrics you want to track. Configure the type, unit, and options (for select type).
  </Step>
</Steps>

<Info>
  Groups and metrics you create are templates for your organization. They won't appear on a customer's profile until you assign them.
</Info>

## Assigning metrics to customers

Before you can record tracking data for a customer, you need to assign which metrics apply to them. This allows you to customize tracking per customer — a gym client might track weight and body fat, while a physical therapy patient tracks pain levels and mobility.

<Steps>
  <Step title="Open the customer's profile">
    Navigate to the customer's detail page.
  </Step>

  <Step title="Go to Tracking configuration">
    Click on **Configure metrics** or the settings icon in the Records tab.
  </Step>

  <Step title="Select metrics to track">
    Choose which metrics (and groups) should be tracked for this customer. Only assigned metrics will appear when recording data.
  </Step>
</Steps>

<Tip>
  You can also create customer-specific metrics that only apply to one customer. These are useful for unique tracking needs that don't apply to your other clients.
</Tip>

## Recording data

To record tracking data for a customer:

<Steps>
  <Step title="Find the customer">
    Navigate to a customer's detail page and select the **Records** tab.
  </Step>

  <Step title="Add a record">
    Select from the metrics assigned to this customer and enter the value. Each record is timestamped so you can see changes over time.
  </Step>
</Steps>

## Viewing progress

On the customer's detail page, the **Records** tab shows all tracking data over time. You can see trends and patterns in the recorded values.

<Note>
  You cannot change a metric's type (e.g., from Number to Rating) if records already exist. Create a new metric instead.
</Note>