Setting Up Metrics

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Setting and tracking metrics for your partner programs, sales plans, solutions and marketing plans is pertinent to the overall success of your initiative.

Owners and collaborators on objects in WorkSpan can create metrics.

You can make your metric access private or shared and also select between manual or calculated results for your metrics.

Note: An Orange Lock icon  will appear within an individual Metric Card indicating that it is a private metric. 
Note: Globe icon on a metric means that it is a global metric, showing all records in an object (e.g, total # of solutions). Person icon represents a user metric showing only records where you are an owner or a member (e.g, My Solutions) and the building icon implies a company metric showing records where your company is an owner/member.

Global is the default calculation criteria for your metric. Other options are Company or User. Contact Us to enable Company and/or User metrics.

In addition, you can use the formula builder to add metrics. The supported functions in formula based metrics include addition/subtraction/multiplication and operations such as min (val1, val2), max(val1, val2) on metrics and numbers. You can build complex calculations based on existing metrics.

If you have setup calculated or manual metrics, then, you can use those metrics to build a formula metric. For example, If you have setup # Opportunities and # Won Opportunities as two calculated metrics on your sales plan, then, you can use subtraction to build a 3rd formula based metric called # Lost Opportunities. Lost Opportunities = # Opportunities - #Won Opportunities.

Steps:

  1. Navigate to the object for which you want to add metrics. Hover in the Metrics section to see +Metric.metrics.gif
  2. Click +Metric. Add Metric window opens.

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  3. Enter a Metric Name.
  4. Select the Metric Type: Number or Currency.  If you select Currency, then, choose a currency from the drop down list.
  5. Enter a Goal.
  6. Select Access Control. Your choices are Shared or Private.
    1. Shared implies that the metric will be viewable by all users that have access to the object for which the metric is being created.
    2. Private means that only users in your company with access to the object can view the metric.
  7. You can manually enter results or you can enable Calculated Results by moving the slider. If you enable calculated results, then, select a Category, a Table View and a Function (Sum or Count) for your results.
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  8. Select a Category for which you want to create the metric. It can be any linked object like solution, sales plan, opportunity, etc.
  9. If this feature has been enabled for your company, select the calculation scope for your metric amongst Global, Company or User.
  10. Select your previously created table view for this object.
  11. Select a Function-Count or Sum. Select Count to count all values of an attribute and Sum to aggregate all numeric values for a metric. For example, count is for counting objects like number of open opportunities and sum is for arithmetical operations and time duration metrics like all open tasks in opportunities for the metric of Total Partner Sourced Pipeline.
    1. If you select the function of Sum, then, you have to select a Metric Field. For example, you can select amount in the metric field for the metric of Total Partner Sourced Revenue.
    2. Click Save.
  12. You can also use the Formula Builder to create a new metric from your other metrics. The formula supported involve addition/subtraction/multiplication and operations such as min (val1, val2), max(val1, val2) on metrics and numbers. You can build complex calculations based on existing metrics. For example, if you have setup calculated or manual metrics, then, you can use those metrics to build a formula metric. For example, If you have setup # Opportunities and # Won Opportunities as two calculated metrics on your sales plan, then, you can subtract to build a 3rd formula based metric called # Lost Opportunities. Lost Opportunities = # Opportunities - #Won Opportunities. 

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