The product
Metrica is a management intelligence and operational control platform. It reads what your existing systems already produce, puts one set of definitions on top of it, and carries the result through to a named person doing something about it — then checks whether that worked. This page is the long version of that sentence.
How it works
Metrica has one shape, whatever the department or the industry. Four steps, and the fourth feeds the first — that loop is the product, not the reports it produces.
1 — Consolidate
What your systems already produce is mapped once into a consistent set of records, so a field means the same thing in every view. Nothing is re-keyed, and nothing is written back to the source system.
2 — Define
Each management measure gets a written definition: the formula, the fields it reads, the period it covers, and whether the data behind it was complete. A number without those four is an opinion.
3 — Act
A written rule decides what is outside limits. That becomes an exception with a severity and a trace to the rows behind it, and an exception can become an action with one named owner and a due date — visible, and countable when it is not done.
4 — Verify
The same measure is taken again after the action. If it did not move, the exception returns and so does the question. Management control is the loop closing, not the report being sent.
Everything below is detail on one of those four steps, and the page ends with what the model deliberately refuses to do.
Getting the data in
How a source is reached is designed per deployment, not fixed by the product. No two customers run the same systems, so the method follows what yours can actually do: a scheduled export, a file dropped in a folder, a connection agreed during implementation — whatever produces the data the definitions need, reliably. What is standard is the discipline around it.
Metrica reads; it does not write back to your source systems. Whatever the route, an import is visible before it changes anything: you see what will be accepted, what will be rejected, and why.
The import path in the application today is a short, visible sequence:
- Upload a CSV file, within a size and row limit.
- Map the columns: Metrica suggests a mapping, and you confirm or correct it. Nothing is guessed silently.
- Preview what will be accepted and what will be rejected, row by row, with the reason for each rejection.
- Import, with duplicate detection: a row that looks like an existing record is shown to you before anything is written, and nothing is overwritten silently.
- Take the error report: a downloadable CSV of every row that could not be imported, with the reason, so it can be fixed at the source.
Every row that cannot be read is rejected with a reason and handed back to you as a file, so the fixing happens at the source rather than inside the tool.
What goes into a definition
The reason a management report and a spreadsheet disagree is almost never the arithmetic — it is that the two were counting different things under the same word. So an indicator in Metrica is not a query someone wrote once. It is a definition with four parts:
| Part | What it fixes |
|---|---|
| Formula | Written down, versioned and tested, so it changes only when someone changes it on purpose. |
| Source | Which file and which fields it came from, so any figure can be traced back to records. |
| Period | The dates it covers, stated explicitly — including whether the end date is included. |
| Quality | Whether the data was complete. If it was not, the figure says so. |
That last part is the one most systems get wrong, and it is the rule this product refuses to break: missing data is never shown as zero. A gap and a zero are different claims about the world, and confusing them is how a manager ends up making a confident decision on nothing.
This is not a promise for later — it is how the working application behaves today. Its overview says, in its own words, that cost analytics are not active yet because no expense records exist, “so Metrica reports nothing rather than zero.”
How an exception is raised
A dashboard that shows everything shows nothing: if forty numbers are green and three are not, the three are the work, and they are the three nobody finds at 7 a.m. Metrica is built the other way round — the screen leads with what is outside limits.
An exception is raised by a written rule over the data: a promised date passed without dispatch, a backlog growing for three periods running, a cost line moving beyond its usual band. Each exception carries a severity, the rule that produced it, and the records behind it — so “why am I looking at this?” always has an answer, and an exception can be dismissed with a reason rather than deleted quietly.
How an action works
An alert that ends at an alert is a notification, not management. Any exception can be turned into an action: a sentence saying what will be done, one named owner, a due date, and a status. The register shows what is open, what is overdue and what is closed, with the history of who changed what — because the failure mode of corrective action is not that nobody knew, it is that nobody owned it.
How verification works
The loop closes by measuring the same indicator again after the action. If the backlog fell, the action worked; if it did not, the exception returns and so does the question. Without this step an action register slowly becomes a list of things people said they would do.
One order, followed through
An illustration of how the four layers connect — deliberately a plain case, not a screenshot of the running system.
| Step | What Metrica holds |
|---|---|
| Data in | A dispatch export: order ORD-1042, promised Tuesday 10:00, dispatched Thursday 14:20. |
| Definition | “On-time delivery” = the order reached the customer on or before the promised date. This order counts as late, and the formula is the same one used last month. |
| Exception | “Three orders past their promised date; the oldest by two days” — severity high, with the three order numbers attached. |
| Action | “Confirm a recovery date with the three customers” — owner: dispatch lead, due: today 17:00, status: open. |
| Verification | Next week: the same indicator. If the overdue count falls, the action is closed with evidence; if not, it returns to the front of the queue. |
What it does not do
A product is also defined by its refusals. These are deliberate.
| Not this | Why |
|---|---|
| An ERP, WMS, accounting or CRM replacement | Those systems are where the work happens. Metrica reads what they produce; it does not want to become them. |
| A system of record | Your systems of record stay yours. Metrica is a view over them, with the trace back to each record. |
| A self-service BI tool | No drag-and-drop report builder. Definitions are written down once, so two reports cannot disagree. |
| Predictive or AI-generated numbers | Nothing on screen is predicted or inferred. If a figure appears, it came from records you can open. |
| A catalogue of pre-built connectors | How each source is reached is designed for that deployment. We would rather build the pipeline your data actually needs than ship a list of integrations that fail quietly. |
| A mobile app | The site is installable as a web app; there is nothing in an app store. |
| An audit, tax or legal opinion | It shows what your records say. What they mean is a professional’s call, not software’s. |
| A data warehouse | It keeps the records needed to explain its figures, not a copy of everything you own. |
Security and hosting are described on the Security & Trust page. What the application stores, and for how long, is in the Privacy Policy.
How this usually starts
Metrica is introduced one management need at a time, not as a platform rollout. A typical engagement has four stages: a discovery of what is actually measured and where the data lives; a business audit that says what is worth controlling first; an implementation of that slice; and continuous improvement as the next need appears.
That order matters. Starting with the software means discovering in month three that the export everyone trusted was wrong since January.
Questions
If you are not sure whether this fits, describe the management question you cannot currently answer and we will tell you whether Metrica is the right tool — including when it is not. meavida@metricahq.com.