Reports Dashboards: Reference Documents - Metrics

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

 

Was this article helpful? 0 out of 0 found this helpful