Partners metrics
These are the standard metrics used for calculating the numbers shown on the partners cards on the phone app. You see the same numbers on the cover page of the module when you log in to the web app.
| Name | Description |
|---|---|
| Assigned Partners | Calculates the number of leads assigned to that person or team. The formula is Count(distinct partner id). |
| 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). |
| 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). |
| 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. |
| 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. |