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Goals metrics


Anindita Basu    Sonu Fakiha Feedback

This is the list of metrics that are available to you for creating goal definitions. (To see how to create goal definitions from these metrics, see the other topics in this section on the navigation at the left.)

NameDescriptionAttributes
Total Calendar UnitReturns the total count of calendar units present in the goal period.
This is a calendar metric. The available calendar units are days, weeks, and months.
Use this metric in computed goal definitions.
calendar units

If needed, use the filter exclude day of week, which is specific to only calendar units. The value must be days of the week.
Completed Calendar UnitReturns the completed count of calendar units present in the goal period, including today.
This is a calendar metric. The available calendar units are days, weeks, and months.
Use this metric in computed goal definitions.
calendar units

If needed, use the filter exclude day of week, which is specific to only calendar units. The value must be days of the week.
Remaining Calendar UnitReturns the remaining count of calendar units present in the goal period, excluding today.
This is a calendar metric. The available calendar units are days, weeks, and months.
Use this metric in computed goal definitions.
calendar units

If needed, use the filter exclude day of week, which is specific to only calendar units. The value must be days of the week.
State ChangesReturns the count of all state updates in all assigned leads during the goal period.
Net Business IndicatorCalculates the value of business generated, in the configured currency. Fields that are marked as revenue fields are reckoned.
The formula is sum(Revenue).
Deal value
Unique Partner ActivitiesReturns the count of unique partners who were engaged with activities by a user or team.
User AttendanceTracks user attendance.

When used in a goal definition, an achievement value of 1 is assigned to every user who logs in to the app at least once a day.
User EngagementTracks all the activities that are done by a user or team.
Users TotalReturns total number of users reporting to a manager.
Use it to design other computed goal definitions.
User Region Type, User Category, User Role
VO CreatedIs either a partner or a lead.
Use it to calculate the total VOs created by a user.
VO TotalReturns the count of leads that are present in specific lead state available in a module.
If needed, use filters to specify the lead states to be used for the calculations.
last_state
VO LostReturns the count of leads that were dropped by a user or team.
VO WonCalculates the total number of leads that were successfully converted by a user or team.
The lead states with the won_state tag are reckoned.
Lead Call AttemptReturns the total number of call attempts made by users to their assigned leads.
Call attempts are reckoned from calls initiated through the in-app Call option on a lead details screen. If needed, use filters to pick only calls that meet or exceed a specific duration, in minutes.
Partner Call AttemptReturns the total number of call attempts made by users to their assigned partners.
Call attempts are reckoned from calls initiated through the in-app Call option on a partner details screen. If needed, use filters to pick only calls that meet or exceed a specific duration, in minutes.
Activities CompletedWhen an activity is completed by you as a user, there is an increase in your goal achievement.Task name
Activities PlannedCalculates goal achievement based on the activities planned by you as a user.Task name
Participants ActivityUse this metric to calculate achievements that are based on meeting participation.
  • When an activity is COMPLETED and CREATED by both the assignee (the person the activity is assigned to) and the participants (those who participate in the activity), their goal achievement is increased. For example, if Person A participates in Microsoft Teams meetings and Person B doesn't, Person A's goal achievement is increased but Person B's isn't.
  • It also verifies whether someone attended a Microsoft Teams meeting.
state and participant status

When using this metric, pay attention to the letter cases:
  • Use uppercase for the values of the activity state parameter. For example, COMPLETED or CREATED.
  • Use lowercase for the values of participant status. For example, verified.

See also


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