Overview

The Custom Metrics page (“Create and manage custom KPIs and calculations”) is a preview of how you’ll define your own KPIs from templates or formulas. You can browse the templates and try the metric editor, but metrics aren’t saved yet and aren’t used by dashboards or reports.

Getting there

Go to /revenue-intelligence/settings/metrics. The page isn’t linked from the Settings hub grid.

Metric Templates

Templates are grouped by category. Select one to open the editor pre-filled with it:

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.

The metric editor

Create Metric opens Create Custom Metric with Metric Name, Description, Formula, Unit(Number, Percentage, Currency, Days, Hours, Score, Ratio), Category (Revenue, Sales Efficiency, Activity, Performance, Custom) and an active checkbox. The Formula Preview shows the metric name and formula together as you type; it doesn’t calculate or validate the formula.

Your Custom Metrics

This list currently shows two sample metrics, Deal Velocity and Rep Productivity Score, to illustrate the format (formula, unit, category and usage).

Troubleshooting

A metric I created has disappeared: the page is a preview and doesn’t save metrics yet.
My metric isn’t on a dashboard: custom metrics aren’t connected to dashboards yet.

Custom Metrics (Preview)