Overview: Query Builder for Copper
How to access the Query Builder for Copper
Navigate to Metrics > Query Builder to access the Query Builder for Copper. Click the green + Create Custom Metric button and select your connected Copper Account from the Data Source drop-down list.
Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following
How to use the Query Builder for Copper
Pro Tip: Add the word "by" in between the Metric and Dimension in order to determine an appropriate Custom Metric Name. From the Metric and Dimension examples outlined above, we could create the Custom Metrics "Count of Opportunities by Opportunity Name," "Duration Months by Compaany," or "Value (Amount) by Source."
Date Field: The Date Field determines what will be included in the Custom Metric. For example, if "Date Added" is selected for the Custom Metric "Count of Opportunities", then any Opportunities added during the specified Date Range(s) will be included in the Custom Metric. If "Close Date" is selected, any Opportunities closed during the specified Date Range(s) will be included in the Custom Metric.
Pro Tip : If you don't know which Filters to put in place for your use case, use the Dimension + Data Preview to troubleshoot and get more insight into the data that is returned from your Copper Account for each field. Learn more here.
How to create a Custom Copper Metric [Example]
In this example, we'll create a Custom Metric to report on new Opportunities that are marked "High Priority" Status. We want to split all of these Opportunities up based on the original Source.
How to add a Custom Copper Metric to a Databoard
Learn how to add a Custom Metric to a Databoard here.