Add & Edit Metrics on Sales Plans

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Metrics Overview

With Metrics, you can track all of your KPIs in real time across your Sales Plan. The Metrics panel is located at the top of your Individual Sales Plan Strategy section. The Metrics panel is made up of individual Metric Cards.

 

Re-Order Metrics

 

1. To locate your metrics, navigate to the Individual Sales PlanFor information about navigation, click here.

2. To change the order of these Metric Cards, hover in the Metrics panel at the top of the Individual Sales Plan Strategy section to see the “Reorder Icon” button.

3. This will reveal the Edit Metrics Ordering tab.

4. Reorder by dragging and dropping the metrics in the order you prefer.

5. Once done, click “Save”.

 

 

Edit Existing Metrics

1. To locate your metrics, navigate to the Individual Sales PlanFor information about navigation, click here.

2. To edit an existing metric, locate the Metric panel at the top of the Individual Sales Plan Strategy section.

3. Within the Metric panel, hover the Metric Card you wish to edit.

4. Click the “Edit Icon” button.

5. In the Edit Metric tab, you can edit your metric details such as Metric Name, Type, Goal, Access Control, and Results.

6. Once done, click “Save”

Note: If you would like to delete a metric, you can do so by clicking the “Delete” button at the bottom left of Edit Metric tab.

 

 

Add New Metrics

1. To locate your metrics, navigate to the Individual Sales Plan. For information about navigation, click here.

2. To add new metrics, hover in the Metrics panel at the top of the Individual Sales Plan Strategy section to see the “+Metric” button.

3. Click “+Metric” to reveal the Add Metric tab.

4. Select your Metric Name.

5. Select the Metric Type. If you select Currency, then, choose a currency from the drop-down list.

6. Enter a Goal.

7. 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 sales plan or solution for which the metric is being created.
  2. Private means that only users in your company with access to the sales plan or solution can view the metric. 

Note: An Orange Lock icon  will appear within an individual Metric Card indicating that it is a private metric. 

8. In the last section of the Add Metric tab you can (Option 1) manually enter results for your metric or (Option 2) enable Calculated Results after adding an Opportunity to your Sales PlanTo learn how to create an Opportunity, click here.

 

Option 1: Manually Enter Results

1. Manually enter results for your metric in the Enter Results section.

2. Once done, click “Save” and your new Metric Card will be added to the Metric Panel.

 

Option 2: Calculated Results

1. Calculated results are calculated from your linked opportunities, and update automatically. If you enable Calculated Results, select a Table View in the Select Table View field to filter across opportunities by different criteria. To learn how to create and save a table view within your Opportunities, click here. 

2. Once enabled, select either Sum or Count in the Function field.

  • Count shows you the total number of opportunities in the selected table view.
  • Sum adds up the values of one metric column in the table. 
    If you select Sum, then, you can pick a metric column. The calculated result will be the sum of that field’s values for all opportunities in the selected table view.

3. Once done, click “Save” and your new Metric Card will be added to the Metric Panel. 

Note: A Green Lightning icon  will appear within an individual Metric Card indicating that this is an automatically calculated metric.

 

Next Up » 

Share Your Sales Plans

Use Table Views to Efficiently Review Sales Plans

Create & Manage Tasks on Sales Plans

 

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