Standard metrics
The numbers that you see on cards, reports, and dashboards are calculated by using the standard metrics listed in the following table.
| Name | Description | Module |
|---|---|---|
| Total leads | Calculates the number of leads assigned to that person or team. The formula is Count(Distinct (Leads assigned)). | Leads |
| Meeting percentage | Calculates the number of meetings, divided by the number of leads created by a person. Meetings are filtered on the completed date; leads are filtered on the created date. The formula is Sum(Completed Meetings) divided by Count(Leads Created). | Leads |
| Meetings/agent/day | Calculates the average number of meetings done by each person for each day. Completed meetings are filtered on the activity updated date. The first denominator is the number of people reporting directly or indirectly to the person looking at the card. The second denominator is the number of days selected. The formula is Sum(Meetings completed) divided by Count(Unique agents), and then divided by Count(Number of days). | Leads |
| Conversions | Calculates the number of leads that were won. Only distinct converted leads are reckoned. The formula is Sum(Leads Converted). | Leads |
| Conversions percentage | Calculates the number of leads converted for every lead that was created. The formula is Conversions divided by Sum(Leads Created). | Leads |
| Time to win (days) | Calculates the average number of days it takes for leads to get converted to a won state.The formula is sum(lead won time - lead created time) divided by Total number of won leads. | Leads |
| Time to lose (days) | Calculates the average number of days it take for leads to not get converted to a won state.The formula is sum(lead lost time - lead created time) divided by Total number of lost leads. | Leads |
| Time to first meet (days) | Calculates the average time for a lead to move from a new state to a met state.The formula is sum(Lead first met time - Lead created time) divided by Total number of leads met. | Leads |
| Time to first call (hours) | Calculates the average time for a lead to move from a new state to a called state.The formula is sum(Lead first called time - Lead created time) divided by Total number of leads called. | Leads |
| 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). | Leads |
| Average ticket size | Calculates the average value of generated business. The formula is Net Business Indicator divided by the total number of leads in the won state. | Leads |
| Assigned Partners | Calculates the number of leads assigned to that person or team. The formula is Count(distinct partner id). | Partners |
| Planned Activities | Calculates the number of tasks assigned to a person or team in a specified time period. The formula is Count(distinct planned activities). | Partners |
| Completed Activities | Calculates the number of tasks completed by a person or team in a specified time period. The formula is Count(distinct completed activities). | Partners |
| Partner Coverage (Planned) | Calculates the percentage of partners with whom at least one activity is scheduled in a specified time period. The formula is Count(distinct partners where activity is scheduled) divided by Count(distinct partners created).These partners might not be assigned to the person who is looking at the report. | Partners |
| Partner Coverage (Completed) | Calculates the percentage of partners with whom at least one activity is complete in a specified time period. The formula is Count(distinct partners where activity is completed) divided by Count(distinct partners created).These partners might not be assigned to the person looking at the report. | Partners |
| Total Activities | Calculates the number of activities that are assigned to a person or team. The date that the activity was created is taken as the filter. The formula is count(distinct Activity). | Activities |
| Closure % | Calculates the percentage of completed activities. The formula is count(distinct Activity on last updated date) divided by count(distinct Activity on created date). | Activities |
| Planned/Rep/Day | Calculates the average number of activities planned by a person in a day. The formula is Sum(Planned) divided by sum(Rep), and then divided by Count(number of days). | Activities |
| Completed/Rep/Day | Calculates the average number of activities completed by a person in a day. The formula is Sum(Completed) divided by sum(Rep), and then divided by Count(number of days). | Activities |
| 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. | Goals |
| 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. | Goals |
| 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. | Goals |
| State Changes | Returns the count of all state updates in all assigned leads during the goal period. | Goals |
| 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). | Goals |
| Unique Partner Activities | Returns the count of unique partners who were engaged with activities by a user or team. | Goals |
| 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. | Goals |
| User Engagement | Tracks all the activities that are done by a user or team. | Goals |
| Users Total | Returns total number of users reporting to a manager. Use it to design other computed goal definitions. | Goals |
| VO Created | Is either a partner or a lead. Use it to calculate the total VOs created by a user. | Goals |
| 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. | Goals |
| VO Lost | Returns the count of leads that were dropped by a user or team. | Goals |
| 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. | Goals |
| 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. | Goals |
| 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. | Goals |
| Activities Completed | When an activity is completed by you as a user, there is an increase in your goal achievement. | Goals |
| Activities Planned | Calculates goal achievement based on the activities planned by you as a user. | Goals |
| Participants Activity | Use this metric to calculate achievements that are based on meeting participation.
| Goals |