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How do I create a metric?

You create a metric by choosing an activity type or outcome, selecting the reports to include, choosing how SalesScreen should calculate them, and formatting the result.

Written by Emil Lindblom

Role
Company Admin or a Manager with permission to manage metrics.

Plan

  • Essentials: Up to 4 metrics

  • Scale: Up to 8 metrics

  • Pro and Enterprise: Unlimited metrics

Prerequisites
You need to be a Company Admin and have at least one activity type or outcome available to use as the metric’s data source.

Step 1 – Open Metrics

  1. Click Manage in the bottom-left corner of SalesScreen.

  2. Under Data, click Metrics.

  3. In the top-right corner, click + New metric.

The New metric window opens.

Step 2 – Add the metric name and data source

  1. Enter a clear Name for the metric, for example Number of calls or Revenue Sold.

  2. Add an optional Description to explain what the metric measures.

  3. Select any relevant tags if you use metric tags in your account.

  4. Under Activity Type, select the data source for the metric, such as Activities or Outcomes.

  5. If available, use the optional filter to select the specific activity you want to measure, for example Calls.

The report count shown at the bottom helps you confirm that SalesScreen finds the expected data for the selected source and period.

  1. Click Continue to formula.

Step 3 – Choose how the metric should be calculated

Choose the calculation that matches what you want to measure:

  • Sum – adds together all values from the selected activity or outcome. Use this for metrics such as total revenue.

  • Average – calculates the average value per report or user, depending on your setup.

  • Division – divides one value by another. Use this for ratios or conversion metrics.

  • Custom formula – lets you build a calculation using sums, averages, counts, constants and operators.

For example, if you want to track the number of calls:

  1. Select Custom formula.

  2. Add the activity field, such as # calls.

  3. Use COUNT() if you want to count reports rather than sum a numeric value.

  4. Check the Preview on the right.

  5. Click Continue to formatting.

Step 4 – Format the metric

  1. Choose how the metric should be displayed.

  2. Select the relevant format, such as a number, percentage, currency or other unit.

  3. Set any available decimal, label or display options.

  4. Review the preview to confirm that the metric is easy to understand.

Click Save or Create metric when you are ready.

Your new metric can now be used in dashboard widgets, targets, competitions, screens and other SalesScreen features.

What if this doesn’t work?

I cannot see the New metric button
You need Company Admin access to create and manage metrics. Ask a Company Admin to update your access or create the metric for you.

I cannot find the activity type or activity I need
Check that the activity type has been created and that it is active. If you are using an integration, confirm that the activity data is being synced into SalesScreen.

The report count is zero
Check the selected activity type, optional activity filter and date range. You may have selected an activity that has no reports in the current period.

The metric shows the wrong value
Review the formula and make sure you selected the correct calculation type. For example, use COUNT() to count reports, and Sum when you want to add together report values.

I have reached my metric limit
Your account may have reached the number of metrics included in its current plan. Archive or disable an unused metric, or contact your Account Owner to discuss available plan options.

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