Custom Metrics: Precision Sales Performance Management

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Fullcast Performance is the only company automating AI-powered sales performance management. We're proud to take it one step further and officially announce the release of our Custom Metrics feature.

This powerful new capability allows organizations to fully tailor Fullcast Performance's AI sales coach to their unique key performance indicators (KPIs), marking a significant leap forward in precision sales performance management.

Unlocking the Power of Any KPI

While Fullcast Performance has always offered a comprehensive library of standard sales metrics (100s of them), we recognize that every organization has its own set of custom KPIs critical to its success.

With Custom Metrics, Fullcast Performance now empowers you to:

  1. Define and integrate your bespoke KPIs directly into the platform
  2. Leverage Fullcast Performance's AI to automate coaching and accountability around these custom metrics
  3. Ensure 100% coverage of the performance indicators that matter most to your business

From Manual Calculations to Automated Intelligence

Sales leaders know exactly which KPIs drive their business success—from custom prospecting conversion funnel ratios to complex sales methodology scoring on opportunities. Yet tracking these metrics has traditionally required sales operations teams to spend weeks consolidating spreadsheets and manually crunching numbers each quarter.

Fullcast Performance's Custom Metrics transforms this process by automating your organization's unique performance indicators. You can build and track any custom KPI without code, automate calculations that previously lived in spreadsheets, and access real-time insights. Every proven performance framework your team relies on integrates seamlessly into Fullcast Performance's AI-driven analytics.

This means your team can focus on acting on insights rather than calculating them, with the confidence that your most important metrics are tracked consistently and automatically.

Three Types of Metrics in Atrium

  1. Core Metrics: These are the standard metrics included with Fullcast Performance, ready to use from day one.  

  2. Popular Custom Metrics: Custom metrics that have been found broadly useful and can be easily configured for your org.  

  3. Fully Custom Metrics: Tailored metrics you define, including those leveraging custom fields unique to your Salesforce setup. We deploy dozens of these for customers every week.

Introducing Popular Custom Metrics

In addition to Fully Custom Metrics, we're excited to introduce Popular Custom Metrics. Other customers have found these metrics helpful, and we can easily configure them for your organization. By leveraging the collective wisdom of the Fullcast Performance community, you can quickly expand your KPI tracking capabilities.

Popular Custom Metrics available for configuration include:

  • Call Connects
  • Call Meetings Created
  • Expansion Revenue
  • Lead To Opp Conversion Rate
  • MEDDPICC Score On Open Opportunities
  • New Products Sold
  • Overdue Tasks
  • Unique Contacts Called
  • See the Full List of Popular Custom Metrics

This list is constantly growing as more customers contribute their valuable insights. If you don't see a metric you need, remember that you can always request a Fully Custom Metric.  

Examples of Fully Custom Metrics in Action

SDR Example

One customer implemented a 'Tuesday Call Blitz Initiative' because it's been their most effective pipeline generation activity lately, and they use Fullcast Performance to track total calls and connects to evaluate the program's ROI.

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AE Example

One customer discovered that deals with proper MEDDPICC scoring had higher close rates. Using Fullcast Performance, they track incomplete MEDDPICC scores across different pipeline stages (2+, 3+, and 4+) to ensure proper deal qualification.

Fully Custom Metrics - Opps w/o MEDDPICC

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Overlay (Solutions Engineer, Solutions Architect, etc.) Example

Using Fullcast Performance Custom Metrics, one customer can now track their insight into how Solutions Architect-assigned opportunities progress more effectively through the sales funnel and identify which deals lack SA support.

Fully Custom Metrics - Opps wo Overlay

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Customize Your Metric Rollout

You can also tailor the rollout of custom metrics to ensure they're only visible to the employees for whom they matter most. This customization is achieved through our Metrics Priorities system, which allows you to define which metrics are used in Sales Coach, Fullcast Performance Alerts/Anomalies, or 100% removed for a user. 

It's crucial to tune Fullcast Performance to focus on the metrics you care about most (6-12 per role) to ensure your team receives signal, not noise.

Customizing Fullcast Performance will make the entire platform more effective and relevant for your organization.  

Why Custom Metrics Matter

Custom Metrics ensures we can automate sales management for 100% of the KPIs you care about.

Although the phrase is overused, it's a "game-changer" for our platform and absolutely critical for organizations serious about optimizing their sales performance.  

Getting Started

To begin leveraging Custom Metrics:

For Fullcast Performance Customers:

1. Visit the Custom Metrics form
2. Fill out the brief questionnaire for your Custom Metrics
3. For personalized assistance, book time with our support team

For Fullcast Performance Prospects: Book a demo!   

We're committed to automating sales management for 100% of the KPIs you care about.

With our extensive library of standard metrics now complemented by Custom Metrics, we're truly delivering on the promise of fully customizable, AI-powered precision sales performance management.