Role
Company Admin, Manager, or any role with access to Manage → Metrics
Plan
Pro / Enterprise
Prerequisites / who this applies to
You can open Manage → Metrics
Relevant Activity Types and data already exist (Sales, Meetings, Calls etc.)
Step-by-step: Create a new metric
Open the metric form
Go to Manage → Metrics.
Click + New metric.
Choose data and give it a clear name (Data step)
Select the Activity type you want to measure (for example Sales, Meetings, Calls).
Enter a Name and Description that clearly say what this metric shows.
(Optional) Add tags so you can filter and search later (for example “Revenue”, “Outbound”, “HubSpot”).
Define how the metric is calculated (Formula step)
Every metric needs a formula. You choose what to measure and how to combine the values.Common options:
Sum – Adds up the selected field (for example total revenue, total calls).
Average – Sum(field) / number of reports (average per report, not per quantity).
Division – One value divided by another (for example Value / Quantity for average deal size).
Custom formula (Pro & Enterprise) – Use functions like MAX(), MIN(), *, / for more advanced cases (for example convert minutes to seconds or “highest sale”).
Choose how results should look (Formatting step)
Pick the format that matches your KPI:
Number – plain numbers, optional decimals and suffix (for example “calls”).
Currency – add a currency prefix (for example $ or €).
Percentage – shows % after the value.
Time – turns seconds into a readable time (for example 125 → 2 minutes, 5 seconds).
Wherever this metric is used, it will follow this formatting.
Review filters and report summary
Use filters (teams, activity types, dropdowns etc.) if the metric should only use a subset of reports.
Check the report summary for the last 30 days to confirm the metric is using the right data.
Click Open reports if you need to inspect the actual rows.
Save and reuse the metric
Click Save.
The metric is now available in widgets, competitions, achievements, battles, scorecards, slides, and mobile widgets.
How does the metric formula affect other features?
Widgets, competitions, achievements, and slides now reuse the same calculation defined on the metric.
You no longer need to build complex functions in each feature – just select the right metric.
Example: Create one metric for Average Deal Size, then use that metric everywhere instead of re‑building the formula in each achievement or widget.
What happens next
Once saved, your metric becomes the single source of truth for that KPI across dashboards, competitions and reports.
If you later adjust the formula or filters, all places that use this metric will follow the updated logic (for new calculations).
Admins can standardize how KPIs like revenue, calls, conversion rate and time‑based measures are calculated across the whole account.
What if this doesn’t work?
My metric shows unexpected numbers
Double‑check the formula and filters. Use the report summary to confirm which reports are included, and adjust filters or formula if needed.
Average doesn’t match the old widget average
Remember that the new Average formula is Sum(value) / number of reports, not Sum(value) / Sum(quantity). If you need the old behaviour, use Division or a custom formula.
I can’t pick the metric where I expect it
Make sure the metric’s Activity type and filters match the data used by that feature (for example widget or competition). If still missing, check that the metric is active and not deleted.
Time formatting looks wrong
Time format expects seconds. If your data is in minutes or hours, convert it to seconds first with a custom formula (for example Value * 60).