---
title: "Create and review 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"]
status: "update"
updated: 2026-09-15T15:41:17Z
published: 2026-09-15T15:41:17Z
canonical: "support.fullcast.com/create-and-review-custom-metrics-1"
---

> ## 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 metrics

Metrics are calculated data points that power your Fullcast GTM plans. Use them to balance territories in Smart Plan, track target performance, and monitor KPIs by [adding them to the summary panel or pinning to dashboards](/plan-and-pay/docs/add-metrics-summary-panel-dashboards). Most metrics you configure directly in **Settings > Metrics**; some configurations, such as ratio calculations and cross-object metrics, require a support ticket.

## Create metrics

1. Go to **Settings > Metrics**.
2. Select the tab of the plan module where you want the metric to apply: **Segments** (Territories), **Teams**, or **Products**.

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(598).png)

The objects that are available differ according to which plan module you select.

| Tab | Available objects |
| --- | --- |
| Segments | `Accounts`, `Opportunity`, `OpportunityLineitem` |
| Teams | `Accounts`, `Opportunity`, `OpportunityLineitem`, `People` |
| Products | `OpportunityLineitem`, `Products` |
3. Click **Add**.
4. Complete the following fields; Some are text entry and others require you to drag and drop from the **Entities** on the left.

| 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. Check this to enable multi-currency support for the metric in widgets. When checked, the metric respects your Salesforce currency settings and displays values in the user's currency. If your Salesforce org does not use multi-currency, or if you do not need multi-currency display for this metric, you can leave this unchecked — even if the metric measures a dollar value. |
| **Is Timeseries** | Optional. Select the checkbox to enable timeseries tracking for this metric. See **Metric types** below for how this setting combines with the **Timeline** field to determine the metric's type and target compatibility. |
| **Measures** | Drag and drop a field from the list on the left. After adding a measure, click the dropdown arrow on the measure chip to select the aggregation type: Sum, Average, Count, Minimum, or Maximum. |
| **Timeline** | Drag and drop a date field to set the time dimension for this metric. Adding a Timeline field makes the metric a time period or timeseries type — see **Metric types** below. |
| **Filters** | Drag and drop filter criteria. Date fields can't be used in filters. |
5. Click **Save**.

## Metric configurations that require a support ticket

Some metric configurations are not available in the metric builder and must be requested via a support ticket:

- **Date-based filters** — Date fields cannot be used in the Filters section. To scope a metric by date, add a date field to the **Timeline** field and apply the date range when viewing the metric in the summary panel or when configuring a target. For more complex date filtering requirements, submit a support ticket.
- **Calculations beyond Sum, Avg, Count, Min, and Max** — The metric builder supports five aggregation types: Sum, Average, Count, Minimum, and Maximum. Ratios, percentages, weighted averages, and other formulas (for example, win rate = Closed Won ÷ Total Opportunities) are not supported in the UI and require a support ticket.
- **Cross-object calculations** — Metrics that combine fields across multiple Salesforce objects require backend configuration and must be requested via a support ticket.

## Metric types

A metric's type is determined by two things: whether **Is Timeseries** is checked, and whether a **Timeline** field is added. The type controls how data is displayed and which target data types the metric is compatible with.

> [!NOTE]
> Note
> 
> When selecting a metric to add to the summary panel or track progress in a target, an icon next to each metric name in the metric selector indicates the type.

| Metric type | Is Timeseries | Timeline field | Target type compatibility | Symbol |
| --- | --- | --- | --- | --- |
| **Scalar** | Unchecked | None | Scalar | ![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image-1781552709755.png) |
| **Time period** | Unchecked | Date field added | Scalar | ![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image-1781552681825.png) |
| **Timeseries** | Checked | Date field added | Scalar, Timeseries | ![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image-1781552731916.png) |

## Example configurations

The following examples show one configuration for each metric type. The **Is Timeseries** setting and **Timeline** field are the two settings that determine the type.

| Metric name | Type | Is Timeseries | Measure | Timeline | Filters |
| --- | --- | --- | --- | --- | --- |
| **Open Opps** | Scalar | Unchecked | Opportunities > Dimension > Identification Number (Count) | None | Stage Name NOT EQUALS Closed Won Stage Name NOT EQUALS Closed Lost |
| **Closed Won Revenue** | Time Period | Unchecked | Opportunities > Measure > Amount (Sum) | Opportunities: Close Date | Stage Name EQUALS Closed Won |
| **Net New ARR** | Timeseries | Checked | Opportunities: Amount (Sum) | Opportunities: Close Date | Stage Name EQUALS Closed Won Type EQUALS New Business |

**Open Opps**

![Metric creation form for a scalar metric named Open Opps. The Is Timeseries checkbox is unchecked (highlighted with red outline). The Timeline field is empty (highlighted with red outline). Measure: Opportunities: Identification Number (Count). Filters: Stage Name not equals Closed Won and not equals Closed Lost.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image-1781297122919.png)

**Closed Won Revenue**

![Metric creation form for a time period metric named Closed Won Revenue. The Is Timeseries checkbox is unchecked (highlighted with red outline). The Timeline field contains Opportunities: Close Date (highlighted with red outline). Measure: Opportunities: Amount (Sum). Is Currency checked. Filter: Stage Name equals Closed Won.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image-1781297324575.png)

**Net New ARR**

![Metric creation form for a timeseries metric named Net New ARR. The Is Timeseries checkbox is checked (highlighted with red outline). The Timeline field contains Opportunities: Close Date (highlighted with red outline). Measure: Opportunities: Amount (Sum). Filters: Stage Name equals Closed Won; Type equals New Business.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image-1781297413539.png)

## Update metric information

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

1. In the **Metrics** tab, find the metric under the appropriate tab (**Segments**, **Teams**, or **Products**) that you want to edit.
2. Click on the field you want to edit and make changes, as needed.

![Inline editing of a metric name by clicking directly on the field in the Metrics list.](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 validated 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 to collapse the details panel.

![Expanding a metric row to show its Filter, Measure, and Timeline configuration details.](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 under the appropriate tab (**Segments**, **Teams**, or **Products**) that you want to delete.
2. Click **Delete**.

![Metrics list row with the Delete button visible on hover.](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**.

**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

## Related

- [Metrics](/metrics.md)
- [Use metrics](/summary-metrics.md)
- [Troubleshoot: Metric discrepancies](/troubleshooting-metric-discrepancies.md)