Building your own metrics

RevOps, Business admin

Gong Forecast*

Admin center > Data studio > Metrics

Metrics are quantifiable raw measures used in dashboard widgets to track and assess the performance of business processes and objectives, such as the number of bookings or a win rate.

There are two types of metrics in dashboards:

• Basic metrics are based on a single deal/account field and aggregation type, such as average deal size or the total ARR amount of open accounts.

• Formula metrics combine multiple metrics, targets, and forecast submissions.

Basic metrics

To create a new basic metric:

Note:

This procedure requires permission to manage Data studio

1. Go to Admin Center > Data studio > Metrics and click +New metric > Basic.

   Tip:

   Sort the list by clicking any of the column headers

2. Give your metric a Name (ex: “Bookings”) and a Description (ex: “Count of won deals”, “Account penetration”) to help others understand the metric.

3. Select your base object. You can aggregate data related to Deals or Accounts. Choose Deals if you want to apply opportunity splits.

4. Under What’s aggregated and how? choose your aggregation type and the CRM field you want to aggregate (for example: Average deal amount)

5. Turn Apply splits on to generate metrics that split the calculation across everyone involved in the deal. Only deals with splits for the selected team members are included. 

   Note: Splits are only available for companies that integrate Gong with Salesforce and have imported the Opportunity split object

   Learn more about Splits logic

1. Apply conditions to qualify deals or accounts for this metric (for example: “Stage is Open”).

1. Select the CRM field that shows the team member attribute for qualified deals or accounts. If your base object is Deals, you can also return deals where the selected team member is on the opportunity team or in the selected team member field.

1. Select the CRM field that defines the date attribute for qualified deals/accounts, or turn on Apply external period filters to make the metric ignore time fields. Use this when time doesn’t matter for the metric, or when it should always use specific dates set in the filters above.

   Note: If you can’t find the fields indicating the team member, the date attribute, or any other field by which you want to filter the deals/accounts, you may need to add them to your CRM integration (learn more about importing Salesforce fields here, and about importing HubSpot fields here). Syncing new CRM fields with Gong may take a few hours. Learn more about the data you can base your metrics on here.

2. Select a drilldown view:

   • If the metric’s base object is accounts, select a custom list view. Hover over list view names to see which columns they include. If you can’t find a list view that suits your needs, click Manage list views and create one.

   • If the metric’s base object is deals, select a deal board.

     For metrics created before July 13, 2025, Gong automatically assigned a default drilldown view based on usage:

     • Deal-based metrics: The most commonly used deal board (from widgets using the metric) was selected.
       If the metric wasn’t used in any widget, the company’s main deal board was assigned.

     • Account-based metrics: A preset generic account view was assigned.

3. Validate your settings by selecting different teams and periods in the preview area.

4. When you’re happy with the Preview results on the right, click Save. The metric is now available to be used in widgets.

To edit an existing metric:

1. Go to Admin Center> Settings > Analytics assets > Metrics, find the metric you want to change, click and then Edit, make your changes, and click Save.

Examples of basic metrics

Here’s some ideas for basic metrics and their usages:

Formula metrics

Formula metrics combine multiple metrics, targets, and forecast submissions. If you want to base your metric on a single field and aggregation type, build a basic metric.

To create a new formula metric:

Note:

Before you build your formula metric, make sure the basic metrics and targets you wish to include in it are available.

1. Go to Admin Center > Settings > Analytics assets > Metrics and click +New metric > Formula.

2. Give your metric a Name (ex: “Win rate”) and a Description (ex: “ratio of won deals out of all closed deals”) to help others understand it. They’ll be visible to viewers of widgets and reports using this metric.

3. Start typing the name of the entity to add or click {} Add entity and then compose your formula using metrics/targets/forecast submissions and the available mathematical calculation symbols.

4. If you chose to include a forecast submission in the metric, select the forecast board (line of business), the submission category, and whether to include individual submissions or a team rollup.

   1. Individual submissions reflect the latest submission provided by the selected manager or individual seller: When the manager is selected, their submission for the entire team is reflected, and when an individual seller is selected, their personal submission is reflected.

   2. Team rollups reflect the total of the latest submissions of all team members reporting to the selected manager: When the manager is selected, the latest submissions of their direct reports are rolled up and displayed as a single number.

   Here’s an example of a formula expression:

   

   Note:

   By default, operands that return no value are treated as 0. If this toggle is turned off, operands with no value are treated as null.

5. Select the Format type of the result (unit, currency, percent, or custom).

6. Validate your formula settings by selecting different teams and periods in the preview area.

7. When you’re happy with the Preview results on the right, click Save. The metric is now available to be used in widgets.

   Note:

   Formula metrics based on targets can’t be used in custom charts.

To edit an existing metric:

1. Go to Admin Center > Settings > Analytics assets > Metrics, find the metric you want to change, click and then Edit, make your changes and click Save.

Examples of formula metrics

Here’s some examples of formula metrics:

Best practices

To make the most out of your metrics, we recommend:

Visit our Academy and find out how to utilize your dashboards to boost efficiencies and refine revenue operations

*The features available to you depend on your company’s plan and your assigned seats.