Article Overview
This article provides an overview of Metrics in Amplify, explaining their significance in storing and visualizing data for KPIs, and highlights the latest updates in the Metric form.
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What is a Metric?
Amplify offers a number of fields for storing data. If you use combinations of activities, number fields, and dropdown options, it can be a challenge to set the correct data filter every time you are configuring a widget, slide, competition, achievement, or similarly to visualize and measure progress for your KPIs.
Metrics work as a common recipe for how to retrieve KPIs from Amplify. If you define your KPIs in metrics, you can set up your slides and widgets to use the metric instead of setting the correct combination of fields and options every time you add new content to your dashboards and slideshows.
The first thing to know is that the metric interface will look a little different, but creating a new metric is still a breeze. You will go to Manage -> Metric and hit the + New Metric button to get started.
You can also add metrics to "Favorites" if it is a metric you use often, we added visibility into where the metric is being used, who created it, and more.
We also have a handful of helpful supportive features for when you’re creating and organizing your metrics, like tags, a usage count, and a summary of the reports matching the metric settings you’re dealing with.
Where is it?
The form is under Manage - Metrics and the picker is in all forms. You can select a metric using:
- widgets
- mobile widgets
- slides
- competitions
- competitions – points metrics
- scorecard metrics
- activity flow stages
- battles
How does the "Create Metric" form work?
When you click New metric, this is what you’re presented with:
Fill in the name and description and be sure to give the metrics names that make sense for the ones that are going to use them.
The data filtering options depend on the activity type settings. To help give an indication of what the filter you are creating actually concerns, we’re introducing a report summary:
This summarizes the reports for the last 30 days based on the filter you set in the form. Click Open Reports, and you can see the actual reports in a new tab.
What is an Activity Type?
Each metric is based on a specific Event/Activity type that you choose. These event types are "Lead Status", "Resulting Status", "Lead Stage", and "Resulting Stage". View the Amplify Event Types to learn more about what an activity type is.
What is a tag?
We know that it can be hard to organize things when you have a high number of metrics in an account. Tags are meant to help simplify that. Use them to identify a purpose or supplemental information about a metric, like info about integrations that add data for this metric, which role uses it, or anything else you can think of that might be relevant to your setup.