Goals metrics
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.)
| Name | Description | Attributes |
|---|---|---|
| Total Calendar Unit | Returns 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 unitsIf 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 Unit | Returns 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 unitsIf 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 Unit | Returns 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 unitsIf needed, use the filter exclude day of week, which is specific to only calendar units. The value must be days of the week. |
| State Changes | Returns the count of all state updates in all assigned leads during the goal period. | |
| Net Business Indicator | Calculates 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 Activities | Returns the count of unique partners who were engaged with activities by a user or team. | |
| User Attendance | Tracks 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 Engagement | Tracks all the activities that are done by a user or team. | |
| Users Total | Returns total number of users reporting to a manager. Use it to design other computed goal definitions. | User Region Type, User Category, User Role |
| VO Created | Is either a partner or a lead. Use it to calculate the total VOs created by a user. | |
| VO Total | Returns 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 Lost | Returns the count of leads that were dropped by a user or team. | |
| VO Won | Calculates 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 Attempt | Returns 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 Attempt | Returns 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 Completed | When an activity is completed by you as a user, there is an increase in your goal achievement. | Task name |
| Activities Planned | Calculates goal achievement based on the activities planned by you as a user. | Task name |
| Participants Activity | Use this metric to calculate achievements that are based on meeting participation.
| state and participant statusWhen using this metric, pay attention to the letter cases:
|