When creating a metic you will have to select a "Category" for which you want to create the metric. It can be any linked object like an opportunity or a line item.
The attached article will give you more information on Setting Up Metrics: https://support.workspan.com/hc/en-us/articles/360007230374-Setting-Up-Metrics.
If you have any additional inputs on this or questions, please feel free to reach out to support@workspan.com
When editing a metric card, I am not able to change from "Opportunity" to "Line items" under Category
Permanently deleted user
Comments
Please sign in to leave a comment.