Use metrics

Metrics serve as a quantifiable measure to monitor and evaluate the performance of specific business areas, playing a crucial role in the planning process by enabling the creation of measurable, fair, and achievable sales plans. 

Before you begin

• Create metrics that you can reference in the summary panel and report dashboards.

Manage metrics on the summary panel

Add metrics to the summary panel

In the main tab of each plan, there is a panel that you can display up to 5 metrics in (in a territory module, this is in the Accounts tab, team module is the Employees tab, and products module is the Products tab).

1. From the summary metrics panel, click Add Metric.

   

2. From the Metric dropdown, select the metric you want to display.

3. Optional. From the Time Period dropdown, select the time period you want to display for the metric (only available for timeseries and time period metric types).

   

4. Click Confirm.

   

Remove metrics from the summary panel

1. From the Summary Panel, find the metric you want to remove.

2. Click the menu ⋮ > Remove.

Filter the data on the metric

You can customize the data you want to display for the metric.

Note

These filters are only available for timeseries metrics and not scalar.

1. From the Summary Panel, find the metric you want filter.

2. Optional. Click the time period dropdown and select the time period you want to view the metric for.

   Filter	Description
   Fiscal Year	Selected fiscal year.
   Trailing	Past number of days selected to the current date.
   To Date	Start of the last month, quarter, or year to the current date.
   This	Current month, quarter, or year.
   Last	Last month, quarter, or year.
   Next	Next month, quarter, or year (estimated).
   Custom	Select the date range to filter data on.

3. Optional. Click the menu ⋮, select from the available filter options:

   Filter	Description
   Group By	Groups the data by the selected time range. Select to group the data by: Month (default) Quarter Half Year Year
   Show Rate of Change	Displays the rate of change over the selected time period. Select to display the rate of change for: Over Last Year Over Same Year Last Period None (default)
   Show Target Attainment	Displays the target attainment data for that metric. Select to display a target attainment, if available.

Pin metrics to a dashboard

When you pin a metric to a dashboard, it creates a snapshot of the metric with the filters you have selected.

Pin a metric to a dashboard

Note

You cannot change the metrics parameters from the dashboard, if you want a different view of the metric, you must change it on the summary panel and then pin it with your selected filters.

1. From the Summary Panel, find the metric you want to pin.

2. Optional. Filter the data so the metric displays the exact data you want to view in the dashboard.

3. Click the menu ⋮ > Pin.

4. From the Decision Center dropdown, select the dashboard you want to pin the metric to.

5. Click Confirm.

View pinned metrics

1. Go to Reports.

2. Find the dashboard you selected to view your pinned metric.