Role
All users – can view Key Metrics relevant to their level/team
Department Managers – can view department metrics
Company Admins – can view and configure all metrics
Plan
All plans
Prerequisites / who this applies to
Key Metrics are configured for your organization
You have access to at least one team, department, or company-level view
Where do I find Key Metrics?
In the left-hand menu, click Manage.
Under Company, click Organization.
Click the Key Metrics tab.
You'll see an overview of all Key Metrics at company, department, and team levels, along with access rights.
Key Metrics also appear:
On your Home tab
On your Profile page
(Coming soon) On the Team page and in Targets
What are Key Metrics?
Key Metrics are measurable values that help track performance across different levels of your organization. They provide clarity, prioritization, and visibility into what drives success.
There are two types:
Primary Metrics
Core metrics that keep your company running, such as:
Sales (closed-won revenue)
Renewals
Customer retention
Secondary Metrics
Activities that drive Primary Metrics, such as:
Calls made
Opportunities created
Leads generated
Meetings booked
By tracking both, you can see not just results (Primary) but also leading indicators (Secondary) that predict future performance.
Who can access Key Metrics?
Access depends on your user role:
Company Admins
Can view and configure all company-wide metrics.Department Managers
Can view metrics for their department(s).Team Leads and Members
Can view team-level metrics relevant to their team.
How are Key Metrics structured?
Key Metrics are organized into three levels:
Company Level
High-level KPIs that reflect overall business performance.Department Level
Metrics specific to business units or departments.Team Level
Focused on individual team goals and achievements.
By default, teams and departments inherit Key Metrics from the level above them. You can customize this (see below).
Can I customize Key Metrics?
Yes.
By default, you inherit Key Metrics from the layer above you (e.g., teams inherit from departments, departments inherit from company).
You can hide inherited Key Metrics if they're not relevant to a specific team.
You can add your own Key Metrics at the team or department level if your focus is different.
This lets each level track what matters most to them while still rolling up to company-wide visibility.
What frequency are Key Metrics tracked at?
Tracking frequency is defined at the company level.
You can set different frequencies for:
Primary Metrics (e.g., monthly for sales revenue)
Secondary Metrics (e.g., weekly or daily for calls/meetings)
This ensures metrics are measured at the right cadence for decision-making.
How can I use Key Metrics to improve performance?
Key Metrics appear throughout SalesScreen to keep everyone focused:
Home tab – see your own performance on Key Metrics at a glance
Profile page and Team page– align individual and team goals with Key Metrics – track your progress over time
Use them to:
Identify gaps between current and ideal performance
Prioritize activities (Secondary Metrics) that drive results (Primary Metrics)
Track progress toward team and company goals
Celebrate wins and course-correct quickly
What other features are available under Organization?
The Organization section also includes:
Administrators – view account, department, and team admins
Managers – see who manages different levels
Teams & Departments – create, edit, and manage organizational structure
Team Membership – view which users belong to which teams
User Management – move users between teams easily
Activity Logger – add activities at the team level for better tracking
Deletion – delete teams and departments when necessary
What if this doesn't work?
I don't see Key Metrics under Organization
You may not have access or Key Metrics may not be configured yet. Ask a Company Admin to set up Key Metrics or grant you access.
I can't see metrics for a team or department I manage
Check that you're assigned as a Manager or Admin for that team/department in Organization → Teams or Departments.
Key Metrics don't appear on my Home tab or Profile
Confirm that:
Key Metrics are configured and active for your level (team/department/company).
You belong to a team that has Key Metrics assigned.
You're not hidden from data views due to privacy or access settings.