Metrics - Amplify

Article Overview

Metrics work as the common recipe for how to measure success in Amplify. If you define your KPIs as metrics, you can set up your Dashboard widgets, competitions, and achievements to use the metric instead of setting the correct combination of fields and options every time you add new content.

TIP: If you need to track a KPI, first create a Metric! Visit SalesScreen's article on Metrics for more accurate up to date information.

Part 1: Create a New Metric

This part will demonstrate how to create a new Metric in Amplify

• Login to Amplify on a desktop -> click "Manage" -> "Metrics".

• This page allows users to view their active/usable metrics. The metrics on this page can be used to report inside of widget on your dashboard, competitions, and achievements.
• To create a new metric, click "+ New Metric" in the upper right corner.

• You'll be shown a "New Metric" creation page:
• On this page, users will
  • Name the metric and add a description (optional)
    • Note: Users can also create a "Tag" for each metric, allowing you to organize, label, and filter your metrics by.
  • Select which "Activity Type" to base this metric on:
    • Each metric is based on a specific Activity Type that you choose. 
      • Lead Status: will give credit to the user who creates/updates the status of a lead in SalesRabbit.
      • Resulting Status: Will give credit to the setter when a closer updates the status of an existing lead in SalesRabbit.
    • Note: the most commonly used activity type is "Lead Status".
  • Under "Activities", select which lead statuses from SalesRabbit you'd like this metric to count or keep track of.
    • Users will receive credit toward a metric when they mark a lead with one of the selected statuses.
  • Under "Proximity", choose whether you'd like the user to receive credit based on whether the user is At Location, Near Location, Not at Location, or if Unknown will count.
  • Select "Continue to Formula".

• Choose whether you'd like this metric to display as a:
  • Sum: will display the total sum of your selected number field.
    • This sums up the value based on the field you select in “Measured in.” This is similar to when you selected “Value” as a function when creating a widget.
    • You can select among all the value fields from the selected “Activity Type”
  • Average: will calculate the average value per report.
    • This takes the sum of the “Measured in” field you select and divides it by number of reports (this is not the same as sum of quantity as before).
    • This differs from the "average" function used in widgets, competitions, etc.

      • For example:

        • This is how average work before: Sum(Value)/Sum(Quantity)

        • This is how average works with formulas: Sum(Value)/Count(the number of reports/rows in the reports table)

  • Division: will divide one number by another. Commonly used for hit rates.
    • This is fairly straightforward: you select what value you want to summarize and what you want to divide with.
      • Typical use case examples:

        • Average deal size: value/quantity

        • Average call duration: call time/quantity

  • Custom Formula: create a custom formula with sums, multiplications, counts, and more.
    • This is only available for Pro and Enterprise plans. There are many use cases for it, in general you can use different functions that are similar to Excel. To list some:

      • Highest sale

        • You will select Max(value) to create a metric that shows the highest sales

      • Call duration

        • Since we need duration to be in seconds to display it correctly, if you have data in number of minutes called you can use a custom formula to multiply the value with 60 to get to seconds.

  • Note: the default is set to "Sum".

• Select your desired "Number Formatting":
  • Number: display as a number.
    • This is the default format for numbers. You can decide if you want to use decimals and suffixes.
    • The “Shorten” function reduces the number of characters displayed. This is recommended if the numbers are above 1 million.
  • Currency: display as a currency.
    • If the metric is tracking revenue, you can define the currency type by adding in a prefix, for example, $1000.
  • Percentage: display as a percentage.
    • This adds a “%” after the value, it is very similar to adding a Suffix 100 → 100%
  • Time: This converts the number of seconds into a readable time format in seconds, for example, 125 → 2 minutes, 5 seconds.
    • This format can only be used with seconds as the measurement - if your data is measured in minutes, hours, or days, then we suggest using custom formulas.
    • This formatting lets you now visualize time on all the layouts we have on widgets, slides, etc.
  • Note: the default is set to "Number".
• To save your new metric, click "Create New Metric" at it will be added to your list of active metrics.

Part 2: Edit an Existing Metric

This part will demonstrate how to edit an existing metric.

• Navigate to "Manage" -> "Metrics" -> select three dots to the right of the metric you'd like to edit.
• Editing options include:
  • Edit: edit the metric's options listed in Part 1 of this article.
  • Copy: creates a copy of the metric to create a new metric using the same 
  • View Source Data: view the Reports that are counting toward that metric.
  • View Usage:
  • Merge: merge the metric data with another existing metric.
  • Disable: disable the metric, preventing it from being used to report numbers.

Pro Tips

• Once you've create a metric(s), you'll be able to set up a Widget to report on that metric on the Dashboard.
• Metrics are also used in Competitions, Achievements, and can be tracked on a user's Scorecard.

If needed, link to the next section: Manage Amplify Dashboards