In order to start storing values with your Metrics, you have to first set them up.

  1. In the Configure tab, click Metrics and Uploads under Data in the left nav.  Alternatively, click the Data tile and then Metrics and Uploads tile.
  2. Click Add button.
  3. Enter a Name for your Metric.  For example, if you want to measure how many leads your team has, name this metric Leads.
  4. Select the Type of Metric you will be tracking.  For example, you would choose Number for Leads, but other options include Currency and Percentage.
  5. Select the Number of Decimal Places you wish to display for your Metric.
  6. Click Save

Repeat steps 1-6 until all of your metrics have been created.

You may manually add values while setting up your new Metrics if you do not plan on automating your Metric value updates or you are not updating via file uploads.

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