Metrics

A Metric is a named calculation that aggregates activities into a number — calls per agent, total deal value, conversion rate, average call duration. Metrics are used throughout SalesDash: dashboards, goals, competitions, and achievements all reference them.

A metric consists of three parts: a name, a configuration, and a display.

Name

The name identifies the metric across SalesDash. It appears in leaderboards, goal descriptions, achievement conditions, and anywhere else the metric is referenced. Choose a name that is unambiguous to the people who will see it — Calls made, Gross revenue, Conversion rate.

Configuration

Configuration defines what the metric measures. The most common configuration type is Aggregate.

Aggregate

An aggregate metric queries one activity source and reduces the results to a single number using an aggregator.

Source — the type of activity data to query. Options include:

• Agent Activities
• Calls
• Sales
• Periods
• Anonymous Activities

Anonymous Activities record activity that isn't attributed to anyone — a website visit, an ad impression. A metric built on that source has no agent behind its numbers, so it can't be used anywhere SalesDash ranks or rewards people: it won't be offered when you pick a metric for a goal, an agent goal, a competition, a slide or an achievement.

Source-specific configuration — each source exposes its own filters. For example:

• Agent Activities allow filtering by activity type (e.g. only activities of type meeting)
• Sales allow filtering by gross or net value, or by proposition

Aggregator — how the source records are reduced to a number:

• Count — number of matching records
• Sum of value — total of the value field across all matching records
• Unique contact count — number of distinct contacts across matching records

Ratio

A ratio metric divides one aggregate metric by another. Use this for conversion rates and other derived percentages. Example: Deals closed ÷ Leads contacted → Conversion rate.

Display

The display configuration controls how metric values appear across SalesDash:

• Format — Number, Currency, Duration, or Percentage
• Unit / Short unit — displayed next to values (e.g. "calls", "€", "hrs")
• Statement phrase — used in goal and achievement descriptions (e.g. "calls made")
• Superlative phrase — used in competition rankings (e.g. "most calls made")
• Lower is better — reverses ranking for metrics like Average handling time

Set the format and unit carefully — they affect how values appear in every goal, competition, and leaderboard that references the metric.

Creating a metric

Metrics are created under Metrics in your tenant admin. Define them after setting up agents and providers. Once a metric exists, it can be selected when configuring goals, competitions, and achievement conditions.