Metrics

Metrics (or Measures) are quantitative values that can be used to show the "what" across your reports with measurements and calculations. These field types are number fields, currency, and percentages. They are grouped into the following folders.

Company

Metric Name	Description
Company Interaction Count	The Interactions value from the Activity section of the company record

Lead

Metric Name	Description
Lead Interaction Count	The Interactions value from the Activity section of the lead record
Lead Value	The Value field of the lead
Lead Value (in USD)	The Value field of the lead, converted to USD using the exchange rate as of the opportunity close date or the current date if that date is in the future

Lead Calculations

Metric Name	Description
Lead Record Count	The number of leads

Opportunity

Metric Name	Description
Opp Interaction Count	The Interactions value from the Activity section of the opportunity record
Opp Value	The Value field of the opportunity
Opp Value (in USD)	The Value field of the opportunity, converted to USD using the exchange rate as of the opportunity close date or the current date if that date is in the future
Opp Weighted Value	The total (Opp Win Probability * Opp Value) for opportunities
Opp Weighted Value (in USD)	The total (Opp Win Probability * Opp Value) for opportunities, converted to USD using the exchange rate as of the opportunity close date or the current date if that date is in the future
Opp Win Probability	The Win Percentage field of the opportunity

Opportunity Calculations

Metric Name	Description
Opp Record Count	The number of opportunities
Opp Record Count (including 0)	The number of opportunities, includes any attributes that would be excluded due to having no opportunities
Opp Record Count Win Rate %	The percentage of opportunities that are Won Status
Opp Record Lost Count	The number of opportunities that are Lost Status
Opp Record Open Count	The number of opportunities that are Open Status
Opp Record Won Count	The number of opportunities that are Won Status
Opp Value Lost Sum	The total Value of opportunities that are Lost Status
Opp Value Lost Sum (in USD)	The total Value of opportunities that are Lost Status, converted to USD using the exchange rate as of the opportunity close date or the current date if that date is in the future
Opp Value Open Sum	The total Value of opportunities that are Open Status
Opp Value Open Sum (in USD)	The total Value of opportunities that are Open Status, converted to USD using the exchange rate as of the opportunity close date or the current date if that date is in the future
Opp Value Open Weighted Sum	The total Weighted Value of opportunities that are Open Status
Opp Value Open Weighted Sum (in USD)	The total Weighted Value of opportunities that are Open Status, converted to USD using the exchange rate as of the opportunity close date or the current date if that date is in the future
Opp Value Sum	The total Value of opportunities
Opp Value Sum (in USD)	The total Value of opportunities, converted to USD using the exchange rate as of the opportunity close date or the current date if that date is in the future
Opp Value Sum (including 0; in USD)	The total Value of opportunities, converted to USD using the exchange rate as of the opportunity close date or the current date if that date is in the future, includes any attributes that would be excluded due to having no opportunity value
Opp Value Sum (including 0)	The total Value of opportunities, includes any attributes that would be excluded due to having no opportunity value
Opp Value Win Rate %	The percentage of total Opp Value that is Won Status
Opp Value Won Average	The average Value of opportunities that are Won Status
Opp Value Won Average (in USD)	The total Value of opportunities that are Open Status, converted to USD using the exchange rate as of the opportunity close date or the current date if that date is in the future
Opp Value Won Running Sum by Date Closed At (including 0; in USD)	The running total Value of opportunities for all dates within the insight filter (all if unfiltered) based on the opportunity Close Date, converted to USD using the exchange rate as of the opportunity close date or the current date if that date is in the future
Opp Value Won Running Sum by Date Closed At (including 0)	The running total Value of opportunities for all dates within the insight filter (all if unfiltered) based on the opportunity Close Date
Opp Value Won Sum	The total Value of opportunities that are Won Status
Opp Value Won Sum (in USD)	The total Value of opportunities that are Won Status, converted to USD using the exchange rate as of the opportunity close date or the current date if that date is in the future

Person

Metric Name	Description
Person Interaction Count	The Interactions value from the Activity section of the people record