---
title: "Create and review custom metrics"
slug: "create-and-review-custom-metrics-1"
description: "Create and customize metrics in Fullcast for effective data analysis and reporting. Add and configure metrics for different entities, enable data-driven insights and informed decision-making. "
tags: ["Experienced", "Fullcast", "How to", "Managers", "Reporting", "Revenue Operations", "Revenue Strategy", "Territory Planning"]
updated: 2026-02-23T22:37:19Z
published: 2026-02-23T22:37:19Z
---

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

# Create and review custom metrics

Create metrics to create calculated fields used as KPIs. Determine the type of plan you want to use the metric in—Territories (Segments), Team, Products. The plan determines which type of entities the metrics can reference.

- **Segments**: `Accounts`, `Opportunity`, `OpportunityLineitem `
- **Team**: `Accounts`, `Opportunity`, `OpportunityLineitem`, `People`
- **Products**: `OpportunityLineitem`, `Products`

### Create metrics

1. Go to **Settings > Metrics**.
2. Select the tab where you want the metric to apply: **Segments**, **Teams**, or **Products**.
3. Click **Add**.
4. Complete the following fields:

| Field | Description |
| --- | --- |
| **Name** | Type a name for the metric. |
| **Description** | Type a brief description of the metric. |
| **Prefix** | Optional. Add a prefix symbol to represent the entity behind it. For example, for the open pipe (sales) metric, add a dollar sign. |
| **Suffix** | Optional. Add a suffix to represent the unit behind it. For example, If your metric is Revenue or ARR, add **USD** or **k** (for thousands); $500**k** or $500**USD**. |
| **Is Currency** | Optional. Select the checkbox to identify the metric value as a currency. |
| **Is Timeseries** | Optional. Select the checkbox to identify the metric as a timeseries type metric. The checkbox cleared identifies the metric as scalar. |
| **Measures** | Drag and drop measures from the list on the left. |
| **Timeline** | Drag and drop a date and time measure, if needed. This designates which date field will control the date toggle. |
| **Filters** | Drag and drop filter criteria. Date fields can’t be used in filters. |
5. Click **Save**.

### Update metric information

> [!NOTE]
> Note
> 
> The **Name**, **Description**, **Prefix**, and **Suffix**can be edited, if needed, but **Currency**, **Timeseries**, and **Time Period**cannot be changed.

1. In the **Metrics**tab, Find the metric from the appropriate tab that you want to edit.
2. Click on the field you want to edit and make changes, as needed.

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/5F20BF61-5278-4BF2-889B-12FB0A5F4EC9.GIF)
3. Click **Save**.

### View validation status details

1. Click on the status indicator to view details on the validation status. The following status indicators display in front of each metric row and specify the following:
  - ![All Ok metric indicator.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(189).png) **All Ok**symbol—no issues, metric is validate and can be used.
  - ![Warning metric indicator.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(190).png) **Warning**symbol—problems pulling in results, metric cannot be validated at this time, but can be used.
  - ![Issue metric indicator.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(192).png) **Issues**symbol—problems with metric, cannot be validated or used.

### View metric details

1. From the metric row, click the down arrow to expand metric details.

> [!NOTE]
> Note
> 
> This displays the information configured in the **Filter**, **Measure**, and **Field Used for Timeseries** fields.
2. Click the up arrow the collapse the details panel.

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/E06B4995-F4F4-441A-B268-8AD24B3122DE.GIF)

### Delete metrics

1. In the **Metrics**tab, Find the metric from the appropriate tab that you want to delete.
2. Click **Delete**.

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(193).png)
3. In the **Delete Confirmation** window, type `DELETE` .
4. Click **Confirm**.

**Key Performance Indicators:** Quantifiable metrics used to evaluate the performance and effectiveness of various aspects of revenue-generating activities across the organization

**Annual recurring revenue:**The annualized value of a company's recurring revenue from subscriptions or contracts often used to measure the health and growth of subscription-based businesses