Overview
The Custom Metrics page lets you create and manage your own KPIs and calculations, either from a library of templates or with your own formulas. Custom metrics can then be used across dashboards. Because they feed reporting, this is an advanced area — test a metric thoroughly before relying on it in production dashboards.
Getting there
Go to /revenue-intelligence/settings/metrics. Custom KPIs are enabled through Quick Setup’s Custom KPIs feature; once enabled, the Custom Metrics page is where you build and manage them.
Metric Templates
Start from a ready-made template grouped by category:
- Revenue: MRR Growth, Net Revenue Retention, Customer Lifetime Value.
- Sales Efficiency: Sales Velocity, CAC Payback Period, Pipeline Coverage.
- Activity: Call Conversion Rate, Email Response Rate, Activity Score.
Pick a template to pre-fill a metric you can then adjust.
Your Custom Metrics
Existing metrics are listed with their formula, unit, category, status, and how many times they are used. For example, a Deal Velocity metric might use sum(close_date - create_date) / count(opportunities) with a unit of days, while a Rep Productivity Score combines weighted revenue, activities, pipeline, and quota. Active metrics are available to dashboards.
Creating a metric
- Select Create Metric (or start from a template).
- Give the metric a name and choose its category.
- Enter the formula, for example
(revenue_closed / quota) * 100. - Set the unit (such as days, score, or percentage).
- Use the Formula Preview to check the calculation before saving.
- Save, then add the metric to a dashboard.
Troubleshooting
- Formula won’t validate: confirm the field names and operators are correct and watch the Formula Preview for errors before saving.
- Numbers look wrong on a dashboard: re-check the unit and formula here; a misplaced operator or wrong field skews results.
- Don’t see Custom Metrics: enable the Custom KPIs feature via Quick Setup first.