Creating Custom Metrics

Administrators can create Custom Metrics.

When you would use a custom metric

WideAngle's builtin analytics handle the common scenarios around Leads, Opportunities, and Activities. However, every Salesforce configuration is different and has their own unique properties. 

Custom metrics allow administrator to create custom aggregate time series data in WideAngle to power our reports and leaderboards. 

Creating Custom Metrics

Navigate to "Settings" -> "Custom Metrics" and click the button for "add metric." 

This screen presents you with a query builder that allows you to create a metric against any object and map it just like you would in Salesforce. Once created, this metric will be available to be mapped to roles. 

As in Salesforce Reports, specify the source object (such as Account), a list of fields to retrieve, and conditions for selecting rows in the source object.

SALESFORCE OBJECT

What "category" are we looking into? Choose the high-level option of what you would like to measure. Pick which Salesforce Object you are interested in reporting metrics.

METRIC FIELD

What are you counting? Choose the uniquely identifiable metric field that you will be using to measure progress. For example, if your Salesforce Object is "Lead" then you most likely would count the "Lead ID" as the Metric Field. Or if your Salesforce Object is "Opportunities" then you would count the "Amount" as the Metric Field.

METHOD OF AGGREGATION

How will the chosen Metric Field be counted? For example, if you have a Metric Field of "ID", then you would aggregate by 'Count'. But if, you have a Metric Field of 'Amount', then you would aggregate by 'Sum'.

USER FIELD

Who gets credit for this action? For example, if a Business Development Rep creates an opportunity and assigns it to an Account Executive. If the custom metric was focused on the number of Booked Opportunities the "Created By" User Field would be chosen. But if the custom metric was focused on the number of Taken Opportunities the "Assigned To" User Field would be desired.

DATE PARAMETERS

When does the selected action take place? All actions are mapped to a day/date. Take care to pick the option that matches your Salesforce Reports. For example, if you are measuring "Opportunities", you may see a noticeable difference in a custom metric that has a date option of "Created Date" versus "Close Date".

FILTERS

Just like Salesforce, the filters are the unique conditions for the metric. Things like type=call. You can build you query using AND/OR by adding to the metric.

REVENUE METRICS

Clicking this checkbox means that the metric will appear in the revenue screens and be aggregated as a revenue instead of appearing in under the activities section. This is useful if you company reports on something more advanced than simple opportunity amounts. 

If you are having trouble building the metric you can reach, create a support ticket and we will help you out.