A plan metric is a metric attached to a target plan. It uses the plan’s dataset, period, granularity, and filters, and it holds a target you set separately.
Add a metric
Section titled “Add a metric”Two ways to add a metric to a plan.
- From the plan detail view, click the Add a metric card at the end of the metrics grid. The metric picker opens; select one or more metrics and confirm. The added metrics appear on the plan without a target until you set one.
- From the plan detail view, open the Plan menu and choose Edit plan…. The plan editor includes a metrics selector; add metrics there as part of a wider edit.
Both paths open the same picker, and the added metrics are added to the plan with no target set.
Remove a metric
Section titled “Remove a metric”Two ways to remove a metric from a plan.
- On the plan detail view, open the metric card’s menu and choose Remove metric.
- From the plan editor (Plan menu → Edit plan…), deselect the metric in the metrics selector.
Removing a metric drops it from the plan along with any target you had set on it. The metric definition stays available for other plans.
A plan needs at least one metric, so removing the last one is blocked; delete the plan instead if you want to clear all metrics.
Set a target
Section titled “Set a target”A plan metric target is the value you’re pacing toward for one plan metric. It has a total, a distribution across the plan’s periods, and any manual pins you’ve set on individual periods.
Open the target from the plan detail view by clicking a metric card. The Metric detail view opens. Two ways to open the Edit target dialog from there:
- Click Edit target in the subtoolbar. The dialog opens with the target’s current values.
- Click a reference in the analysis panel: Preceding period, Year over year, or Industry. The dialog opens pre-filled with that reference’s total and distribution.
Inside the dialog, set the total, choose a distribution mode, and confirm. The preview shows the value for each period before you save.
Distribute across periods
Section titled “Distribute across periods”The distribution shapes how the total spreads across the plan’s granularity. Four modes:
| Mode | Shape |
|---|---|
| Preceding period | Follows the pattern of the same length of time just before the plan. |
| Year over year | Follows the same time window one year earlier. |
| Industry | Follows the seasonal pattern from your industry benchmark. |
| Even split | Splits the total evenly across all periods. |
Which modes are available depends on your data. Preceding period and Year over year appear when the metric has enough history to cover the window. Industry appears when a benchmark median exists for the metric. Rate metrics (click rate, open rate) only offer Even split, because per-period rates don’t add up to a total.
Changing the mode changes the value in each period but keeps the total the same.
Pin a period
Section titled “Pin a period”A manual pin locks a specific period to a value you set. Pinned periods keep their value; SEINō spreads the rest of the total across the unpinned periods.
Pin a period from the grid in the Metric detail view. Click a period’s value and edit it. When you save, that period is pinned to your value, and the remaining total is spread across the unpinned periods. Clearing the value unpins it.
When you open the Edit target dialog with pinned periods already in place, a Keep N pinned periods switch appears. Turn it on to keep the pins when the distribution changes; turn it off to clear them and spread the total across every period.
Import targets in bulk
Section titled “Import targets in bulk”Pinning periods one at a time gets slow when every period needs a value: a budget worked out in a spreadsheet, or targets from another planning tool. The Import tool sets them all at once and updates the total to match. Open it with Import on the total target card and follow the steps in the dialog.
Three things to know about what an import does:
- Importing a period is the same as pinning it by hand. You stated its value explicitly, so it becomes a manual pin and redistribution won’t move it.
- A partial file is a partial edit. Periods you leave out keep their current values, so deleting rows is how you say “don’t touch these.”
- Nothing is saved until you confirm. Because an import overwrites values, including pins you set by hand, the review step shows each period’s current value, the new one, and the difference before anything changes.
Two ways to import: start from the template, or build the file yourself.
Use the template
Section titled “Use the template”Start from Download current targets: a file with one row per period and the values already set. Change the numbers in your spreadsheet and upload the file again. There’s no format to get right.
Build the file yourself
Section titled “Build the file yourself”You don’t need the downloaded file. Any two-column file works (.csv, .tsv, or .txt, up to 1 MB), and you can also paste rows straight from your spreadsheet:
period,target2025-01,100002025-02,12500- One row per period: the period key, then the target. Use a comma, semicolon, or tab as separator, whichever your tool exports. A header row and extra columns are ignored.
- Period keys follow the plan’s granularity:
2025-01for months,2025-W03for weeks,2025-01-15for days. - Both decimal styles work (
1.234,56and1,234.56), and currency symbols and thousands separators are removed (€25,€1.000). Rate metrics take the number as shown in the app: type25for a 25% click rate, not0.25.
The review step lists the rows that don’t match, with the reason: an unreadable key, the wrong granularity, a period outside the plan, or a value that isn’t a number. They’re skipped; everything that matched still imports.
What happens to my pins when I switch distribution mode?
They’re kept by default. The Keep N pinned periods switch in the Edit target dialog controls this: turn it on to keep the pins, turn it off to clear them and spread the total across every period.
Why isn’t Industry available on my metric?
Industry appears only when a benchmark median is available for the metric. When SEINō has no benchmark for this metric’s data type, the option is hidden.
What’s the difference between Preceding period and Year over year?
Preceding period looks at the same length of time just before the plan. Year over year looks at the same calendar window one year earlier.
Preceding period reflects recent performance. Year over year matches the same season a year ago.
How do I export my targets to CSV?
Open the metric detail view, click Import on the total target card, and use Download current targets. The file has a period,target header and one row per period, matching the values currently set.