Role
Any SalesScreen user
Plan
All plans
Prerequisites / who this applies to
You can log in to the SalesScreen web app
Your admins have already created some metrics in Manage → Metrics
What does a metric do?
A metric defines what you are measuring (for example revenue, meetings, calls).
SalesScreen uses the metric in dashboards, competitions, achievements, battles, slides, and mobile widgets.
Metrics are created by admins; you only need to pick the right one.
Where can I use metrics?
You choose a metric whenever you set up or view:
Dashboard widgets and mobile widgets
Competitions (including points metrics)
Achievements and Scorecards
Battles
Slides on screens
The metric controls which data is shown and how it’s calculated (for example sum, average, percentage).
How do I know which metric to choose?
Look at the name and description – admins should describe clearly what it measures.
Check tags – they can show purpose (for example “Outbound”, “Meetings”, “Revenue”).
If you are unsure, ask your manager/admin which metric your team uses for that KPI.
What happens next
Once you pick the right metric:
Widgets, competitions and achievements will use the same definition of that KPI everywhere.
Your Dashboard, leaderboards and targets will line up with how your team measures results.
If something looks off, you can quickly check which metric is used and talk to your admin if it needs to change.
What if this doesn’t work?
The widget/competition shows 0 or wrong numbers
You may have picked the wrong metric. Check the metric name and description, or ask your manager which metric should be used.
I can’t find a metric that matches what I need
Your admin might need to create a new one. Ask them to add or adjust a metric for that KPI.
Numbers look different between two widgets
They may use different metrics or different time filters. Compare the metric names and date ranges in each widget.
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