Setting and tracking metrics for your partner programs, sales plans, solutions, and marketing plans are important for the overall success of your joint initiatives.
Owners and Collaborators on an object can create and edit metrics. You can set metrics to be company private or shared, and further limit the sharing only with users at specific access levels on the object.
- Learn more about Metrics Access and Privacy
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 set up 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.
- Navigate to the object for which you want to add metrics. Hover in the Metrics section to see "Add Metric".
- Click "Add Metric". Add Metric window opens.
- Enter a Metric Name.
NOTE: Metric names can include the following symbols: - : * / | = + # $ € £ % & [ ] ( ) ' "
If you are using a symbol in a metric name and building formula with that metric, WorkSpan will automatically substitute a formula-safe version of the name into the formula.
- Select the Metric Type: Number or Currency. If you select Currency, then, choose a currency from the drop-down list.
- Enter a Goal.
- Select Access Control. Your choices are Shared or Private.
- Shared implies that the metric will be viewable by all users that have access to the object for which the metric is being created.
- Private means that only users in your company with access to the object can view the metric.
- Select a Category for which you want to create the metric. It can be any linked object like a solution, sales plan, opportunity, etc.
- If this feature has been enabled for your company, select the calculation scope for your metric amongst Global, Company or User.
- Select your previously created table view for this object.
- The "Access Control" allows you to get an additional option "Shared With", where you can share the metric card with Owner, Collaborator, Viewer or Participant.
- Select a Function - Count, Sum or Count Distinct. Select Count to count all values of an attribute and Sum to aggregate all numeric values for a metric. For example, the count is for counting objects like a number of open opportunities, the sum is for arithmetical operations and time duration metrics like all open tasks in opportunities for the metric of Total Partner Sourced Pipeline and the Count Distinct is to count all distinct objects.
- If you select the function of Sum, then, you have to select a Metric Field. For example, you can select an amount in the metric field for the metric of Total Partner Sourced Revenue.
- Click Save.
- 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 set up 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.
13. Users can now see the percentage of the goal they have reached for a metric. The progress bar represents the percentage visually by showing an automatically calculating percentage, such as 80% on the top right of the progress bar for a metric, this indicates the percentage of the goal that has been reached.
The percentage is calculated to one decimal point which will allow customers to understand their results vs. their goals without having to do manual math.
14. A user can also customize metrics by clicking on "Customize Metrics" to reorder the metrics. While customizing a metric a user can also "Hide/Show" the metric. Hiding the metric will remove it from the Overview page, including from the View All metrics page, but hidden Metrics are still available to be used in a formula.
Note: The "Hide Metric" feature is also available while creating a metic and you can hide the metric by turning the toggle ON.
15. Once the metrics are created and if a user wants to see a "Table View" of the data behind the Metrics, the user can hover over the Metrics and click on the metric, which will then redirect them to the saved view in the Opportunities section in a Sales Plan. This feature is only present for calculated metrics, not manually entered metrics.