> For the complete documentation index, see [llms.txt](https://docs.securemetrics.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.securemetrics.io/security-metrics-toolkit/excel-template/metric-inventory-sheet.md).

# Metric Inventory Sheet

{% hint style="info" %}
The required column denotes columns that are required for the PowerBI Template to function. Although not all columns are required, it is good practice to document all of the following details for your metrics.
{% endhint %}

It is critical that the metrics you measure are defined and inventoried. In addition, this data is used in the PowerBI Template. The metric inventory sheet has the following columns for each metric:

<table><thead><tr><th>Column</th><th>Description</th><th>Example</th><th data-type="checkbox">Required</th></tr></thead><tbody><tr><td>Metric ID</td><td>A unique identifier for the metric. </td><td>M-01</td><td>true</td></tr><tr><td>Active</td><td>Yes/No indicating if the metric is actively part of the metrics program. Setting this to "No" hides the metric from most views.</td><td>Yes</td><td>true</td></tr><tr><td>Date Added</td><td>This is the date the metric was added to the inventory</td><td>08/26/2025</td><td>false</td></tr><tr><td>Date Last Updated</td><td>This is the date of the most recent update to the metric in the metric inventory. <strong>This is not</strong> the last time a measurement was recorded in the log.</td><td>08/31/2025</td><td>false</td></tr><tr><td>Type</td><td>This is the type of metric, aligned to the NIST 800-55 guidance. Options are "Implementation", "Efficiency", "Effectiveness", or "Impact"</td><td>Implementation</td><td>false</td></tr><tr><td>Metric Title</td><td>The title of the metric in a human-readable format. It's recommended this field is a full metric statement.</td><td>Percent of workstations covered by endpoint detection and response (EDR)</td><td>true</td></tr><tr><td>Group</td><td>The group the metric belongs to. This can be any string, and can be used to group metrics in various views.</td><td>Endpoint Security</td><td>false</td></tr><tr><td>Purpose</td><td>This is the purpose of the metric. </td><td>Implementation of EDR</td><td>false</td></tr><tr><td>Calculation</td><td>This is the calculation to derive the metric.</td><td>Number of workstations covered by EDR / Total workstations</td><td>false</td></tr><tr><td>Target</td><td>The target for the metric. Ensure you do not format this field. Use decimal format for percentages. </td><td>0.95</td><td>true</td></tr><tr><td>Measurement Frequency (Days)</td><td>The frequency or cadence, in days, measurements are taken. </td><td>14</td><td>true</td></tr><tr><td>Owner</td><td>The owner of the metric.</td><td>Mitchell Telatnik</td><td>false</td></tr><tr><td>Data Source(s)</td><td>The data source(s) the metric is calculated from</td><td>CrowdStrike, CMDB</td><td>false</td></tr><tr><td>Format</td><td>The format of the metric. Options include "Percentage", "Numeric", or "Currency" </td><td>Percentage</td><td>true</td></tr><tr><td>Direction</td><td>Indicates if a higher or lower value is better. </td><td>Higher</td><td>true</td></tr><tr><td>Retirement Date</td><td>The date the metric was retired from the metrics program.</td><td>02/15/2026</td><td>false</td></tr><tr><td>Retirement Reason</td><td>The reason the metric was retired from the metrics program.</td><td>Not driving actionable value</td><td>false</td></tr></tbody></table>

### Adding Metrics

When adding a new metric, create a new row in the Metric Inventory Sheet. Some items to keep in mind include:

1. Ensure the metric has a unique Metric ID. It's recommended, but not required to use a consistent schema, such as "M-XX".&#x20;
2. If you don't want the metric to appear in the report yet (no measurements, etc) set "Active" to no.&#x20;
3. Ensure the target field is unformatted. Percentages should be in decimal format.
4. Ensure you set the correct format of the metric.&#x20;
5. Ensure you set the correct direction.
6. A metric can only be assigned to one group.
7. Guidance on metric types (Implementation, Efficiency, Effectiveness, Impact) can be found in NIST SP 800-55.

Once a metric is added to the Metric Inventory Sheet, it will be pulled into the PowerBI Report upon refresh. If Active is set to "true", the metric will appear in the Metrics Matrix, Metric Inventory, as well as be configurable on cards. If Active is set to "false" the metric will only appear in Metric Inventory.

Once measurements are added to the Log Sheet, data will appear for the metric in the PowerBI report.

### Retiring Metrics

While a key tenant of a successful metrics program is measuring the same metric over time, there will be times that metrics need to be retired from the program. Reasons can vary, but some common reasons include:

* Change in Security Program's goals and objectives
* Metric is no longer useful
* Level of effort to calculate is too high
* Superseeded by a new metric

In order to keep a record of historical metrics, instead of deleting the metric you can retire it. To retire a metric, set Active to "No", enter a date for the field "Retirement Date" and a reason for the field "Retirement Reason".&#x20;

Upon refresh, the metric will no longer appear in the Metrics Matrix. Cards that were configured for the metric will need to be deleted or reconfigured for another metric. The metric will remain visible in the Metrics Inventory.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.securemetrics.io/security-metrics-toolkit/excel-template/metric-inventory-sheet.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.