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How to Create Calculated Metrics
Derek Weaver avatar
Written by Derek Weaver
Updated over 3 months ago

Calculated metrics allow you to use basic mathematical operators - including order of operations - to create aggregate or weighted metrics for your Scorecards

How to Create a Calculated Metric

Create a metric from Quick Create or your team's Scorecard page and select the From a Formula datasource option

From the Formula Builder field, type in the name(s) of any metric you want to factor into your formula; we also show the avatar of the metric owner for easier identification. Use any of the basic mathematical operators to build your formula: + - / * ( )

Metrics available in the formula builder are user-specific, meaning any metrics that you have access to, regardless of team they're on, will be available when building your calculated metrics

Use Case: Scorecard Roll-up

As a manager, I am responsible for a target that combines the individual targets of everyone on my team. I have already set-up a Total Billable Hours weekly metric for each of my direct reports:

I now want to create a Total Billable Hours (Team) Calculated Metric that combines the targets from both of my Direct Reports and compares that to my total team target:

Now, each week, the Total Billable Hours (Team) metric is calculated automatically as my direct reports enter their weekly check-ins:

Use Case: Weighted Metrics

As a manager of a Sales team, I track my direct reports on their activity. I am already tracking the # of dials and # of demos my team is performing each week:

However, not all activity is weighted the same. In this example, I'm going to deem Demos as 2x more impactful than Dials so I want to set a weighted target that combines Demos & Dials and calculates the weighted output:

Now, each week, Activity Points is automatically calculated as my team check-in their # of DIals and # of Demos that will provide an extra layer of data that more accurately represents the weekly impact of my team's activity. I can even assign the Activity Points metrics to Leadership if that top-line metric warrants visibility in Leadership's Scorecard or L10 meeting

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