Adding a New Custom Metric

Metrics allow you to monitor performance and determine results. They are measurable and indicative of the success or failure of any process or activity, through a set of quantifiable values and highlights relative to a goal or objective.

The Dealtale platform lets you create custom metrics that are tailored to the needs of your organization. The custom metric will then be available to use in the various Analysis modules to be included in reports and charts.

To create new metrics, follow these steps.

  1. Click Metric Design (1) on the left pane.
  2. Click the Add New Metric button (2) on the right.
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The New Metric section appears on the right.

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  1. Enter a Metric Name which describes it in the field provided. This is the text that will display on the app interface.
    In this example, we enter "Count."
  2. Select a Function of the Metric from the drop-down list.
    In this example, we select Count.
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  1. Select a Measure from the drop-down list.
    In this example, we select Hubspot Engagements.
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  1. Selecting a Measure displays another field below where you need to select a Measure option.
    In this example, we select source.
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Note: The Variable options that are listed depends on the Function and the Measure previously selected.

  1. You can opt to filter the Metric to analyze a smaller part of it.
    To do so, follow these steps:
    a. In the Filter section, click + filter (1) to display the Select Property field (2) below.
    b. Select a property from the drop-down list. This action displays two other fields on the right.
    c. Select an operator (3) and a property option (4) from the drop-down lists.
    Note: You can use the Filter option as many times as you want (5).
    d. Click the corresponding X (6) to delete a particular filter.
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  1. Click Save to add and save the new metric.
    A prompt (1) notifies you that you have successfully created the metric.
  2. The newly created Metric is now displayed in Metric List on the middle pane (2).
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Verifying the Newly Created Metric

To verify the newly created metric, follow these steps.

  1. Click Create (1) on the left pane.
  2. Click KPI (2) from the pane that slides out to the right.
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  1. In the KPI Analysis page (1), find the Measure from the Select a Metric drop-down list (2) and locate the newly created Metric.
    In this example, find Hubspot Engagements (3) and then select Count (4).
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  1. The bar chart (1) on the right visually displays data for Hubspot Engagements Count (2).
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