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. 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.

   

   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); $500k or $500USD.
   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

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.

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.

Update metric information

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.

   

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 symbol—no issues, metric is validated and can be used.

   • Warning symbol—problems pulling in results, metric cannot be validated at this time, but can be used.

   • 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

   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.

    

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.

    

3. In the Delete Confirmation window, type DELETE .

4. Click Confirm.