HOW TO
- Access Custom Metrics and Metric Builder for Copper
- Use the Metric Builder for Copper
- Create a Custom Copper Metric [Example]
- Add a Custom Copper Metric to a Databoard
- Additional Information
How to access Custom Metrics and Metric Builder for Copper
Navigate to Metrics > Custom Metrics to access the Metric Builder for Copper. Click the green + New Custom Metric button and select your connected Copper Account from the Data Source drop-down list.
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
A) Custom Metric Name: Enter a name for your Custom Metric. This Custom Metric name will be available in the Designer after saving.
B) Metric: Select a Metric from your connected Copper Data Source, such as "Count of Opportunities," "Duration Months" or "Value (Amount)."
C) Dimension (Optional): The Dimensions parameter re-categorizes the returned Metric value based on common criteria. Examples of Dimensions are "Opportunity Name," "Company," and "Source." If no Dimension is selected, the Custom Metric will store 1 aggregated Metric value for each Date Range.
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."
D) 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.
E) Date Range: Select up to 8 Date Ranges that will be available for the Custom Metric. The Date Ranges selected are the only periods of time that data is synced for this Custom Metric.
F) Compare With (Optional): Select a comparison period to measure each Date Range against, like "Previous Period." Data for the comparison period will be synced for each Date Range that is selected.
This data can be used on a Line Chart or Bar Chart to show past performance. It is also used to calculate the percentage growth or loss of the current Date Range performance vs the comparison Date Range performance. If no Compare With parameter is selected, comparison percentages cannot be displayed for the Custom Metric.
G) Filter by (Optional): Filters restrict the data that gets included in the Custom Metric. You can filter by Metrics, Default Dimensions, or Custom Dimensions. All data that is returned is tested against the Filter(s). Multiple Filters can be combined using AND boolean logic.
If the data synced from the Metric and Dimension fields meet the Filter specifications, the data is retained and included in the Custom Metric value. If the data synced from the Metric and Dimension fields don't meet the Filter specifications, the data is excluded from the Custom Metric value.
H) Data Preview: After clicking Preview data, a Data Preview of the Custom Metric will be displayed. Daily Metric values are displayed in this section, along with the total Metric values for the Date Range in bold at the bottom. You can view the Data Preview for different Date Ranges by clicking on the tabs at the top of the Data Preview.
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.
- Navigate to Metrics > Custom Metrics
- Click the green + New Custom Metric button
- Select the appropriate Copper Data Source
- In order to accurately explain what this Custom Metric is reporting on, we'll name the Custom Metric "New High Priority Opportunities by Source"
- We want to report on the number of Opportunities, so we'll select Count of Opportunities as the Metric
- We're interested in new Opportunities, so the Date Field should be set to Date Added
- Next, we'll select Week to Date, Month to Date, Quarter to Date, Year to Date, and Last Month as Date Range options for our Custom Metric
- For the Compare With value we'll choose Previous Period
- Lastly, we want to restrict the Custom Metric to only retain data for High Priority Opportunities, so we'll add a Filter to the Custom Metric. Priority is a Default Dimension, so we'll set our Filter up to only retain data when Default Dimension - Priority contains High.
- Click Preview data to generate a Data Preview of the Custom Metric.
- Once we confirm that these are the results we're looking for, we'll click Save to save the Custom Metric.
How to add a Custom Copper Metric to a Databoard
Learn how to add a Custom Metric to a Databoard here.
Additional Information