---
title: "Building your own metrics"
slug: "build-your-own-metrics"
updated: 2026-05-14T12:12:53Z
published: 2026-05-14T12:12:53Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.gong.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Building your own metrics

> **Who can use this**: Business admin
> 
> **Available on**: Gong Forecast
> 
> **Ideal for**: RevOps

> **Where to go:**Admin center > Settings > Data studio > Metrics

Metrics can also be created and edited directly within configurable forecast boards and dashboard widgets, without navigating to Data studio. Changes made there follow the same flow.

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(535).png)

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**](/v1/docs/build-your-own-metrics#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**](/v1/docs/build-your-own-metrics#formula-metrics) combine multiple metrics, targets, and forecast submissions.

## Basic metrics

To create a new basic metric:

> [!NOTE]
> **Note:**
> 
> This procedure requires [permission](/v1/docs/revenue-analytics-permissions) to manage Metrics.

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

> [!TIP]
> **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. Choose Deals if you want to apply opportunity splits.
  - Accounts.
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]
> Note: Splits are only available for companies that integrate Gong with Salesforce and have imported the Opportunity split object

[Learn more about Splits logic](https://help.gong.io/docs/opportunity-teams-and-splits-faqs)

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Screenshot 2025-11-09 at 17.57.39(1).png)

1. **Apply conditions**. Click **+Add** to qualify deals or accounts for this metric (for example: “Stage is Open”). Select **Single condition** or [**Condition group**](/v1/docs/filtering-metric-deals) to build more complex filters.

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Screenshot 2025-11-09 at 17.57.46.png)

You can apply conditions using either the base object fields or related object fields. For example, deal-based metrics can use related account fields for filtering and grouping, including custom account reference fields such as Partner Account ID. This enables grouping opportunities by parent account owner or filtering opportunity line items by the parent opportunity’s stage, close date, or owner.

- Scroll to the bottom of the list to find the **Related Objects** fields. Then, choose the related object you want to use and select the field from that object.

![Dropdown menu displaying related account options for selection in a user interface.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/related fields.png)

1. Define team member and date attributes.

> [!NOTE]
> Note:
> 
> If you can’t find the fields indicating the team member, the date attribute, or any other field you want to filter the deals/accounts by, you may need to ask your tech admin to add them to your CRM integration. Syncing new CRM fields with Gong may take a few hours. [Learn more](/v1/docs/revenue-analytics-data) about the data you can base your metrics.
  1. **Team member attribute**: Select the CRM field that shows the team member attribute for qualified deals or accounts. You can also select a related object field (so for deal based metrics you can select an account field).

![Settings for team member attributes and date filters in a user interface.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Define team member.png)
  2. **Show deals where team members are in**: When opportunity splits or teams are enabled. 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.
  3. **Date attribute**: Select the CRM field that defines the date attribute for qualified deals/accounts. You can also select a related object field (so for deal based metrics you can select an account field).

Turn off **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.
2. Select a **drilldown view**:
  - If the metric’s base object is accounts, select a [custom list view](/v1/docs/managing-list-views). 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.

> [!NOTE]
> 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](/v1/docs/building-dashboards-1).

**To edit an existing metric:**

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:

| Metric | Counts | Can be used in |
| --- | --- | --- |
| Bookings ($) | Total amount of won deals | Booking attainment ([KPI widget](/v1/docs/kpi-widget)), Win rate $ ([formula metric](/v1/docs/build-your-own-metrics)) |
| Open accounts (#) | Total number of open accounts | Number of created accounts by rep ([custom chart](/v1/docs/custom-chart)) |
| Account ARR ($) | Total value of open accounts | Account ARR by tier/industry ([custom chart](/v1/docs/custom-chart)) |
| Total lost (#) | Number of lost deals | Overall win rate ([KPI widget](/v1/docs/kpi-widget)), Team performance ([performance widget](/v1/docs/performance-widget)) |
| Total lost ($) | Total amount of lost deals | Win rate $ ([formula metric](/v1/docs/build-your-own-metrics)) |
| Open pipeline ($) | Total amount of open deals in the pipeline | Open pipeline by stage ([custom chart](/v1/docs/custom-chart)) |
| Pipeline created (#) | Number of created deals | Number of created deals by rep ([custom chart](/v1/docs/custom-chart)), Deals Created Current Q ([KPI widget](/v1/docs/kpi-widget)) |
| Avg deal size won ($) | Average amount of won deals | Current quarter ASP ([KPI widget](/v1/docs/kpi-widget)) |

## 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](/v1/docs/build-your-own-metrics#basic-metrics).

To create a new formula metric:

> [!NOTE]
> Note:
> 
> Before you build your formula metric, make sure the [basic metrics](/v1/docs/build-your-own-metrics#basic-metrics) and [targets](/v1/docs/managing-targets) you wish to include in it are available.

1. Go to **Admin Center > Settings > Data studio > Metrics** and click **+New metric** > **Formula metric**.
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.

Here’s an example of a formula expression:

![Formula for calculating business metrics with highlighted components for clarity.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/FormulaNew.jpg)

> [!TIP]
> 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.
  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.
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](/v1/docs/building-dashboards-1).

> [!NOTE]
> Note:
> 
> Formula metrics based on targets can’t be used in [custom charts](/v1/docs/custom-chart).

**To edit an existing metric:**

Go to **Admin Center > Settings > Analytics assets > Metrics**, find the metric you want to change, click ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/More_DS.png)and then **Edit**, make your changes and click **Save**.

### Examples of formula metrics

Here’s some examples of formula metrics:

| Metric | Calculation based on | The math behind it |
| --- | --- | --- |
| Pipeline coverage | - Open pipeline (basic metric) - Booking (basic metric) - Booking Target (target) | ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(418).png) |
| Booking attainment | - Booking (basic metric) - Booking target (target) | ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(417).png) |
| Win rate $ | - Bookings (basic metric) - Total lost (basic metric) | ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(419).png) |

  

## Best practices

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

****Keeping the list short****

To maintain a concise and efficient metric repository and avoid duplication, we recommend utilizing these metrics and adjusting them to your business needs before building your own. A short list of metrics will ensure data alignment and standardization, where all widgets and reports are based on the same data points. If you can’t find a metric that suits your business needs within the [preset metric list](/v1/docs/customize-your-preset-metrics), [build your own](/v1/docs/build-your-own-metrics).

****Aligning your metrics****

When using multiple metrics within a formula, make sure the team member and date attributes are aligned and are pointing at the same fields, or you may encounter unexpected results.

****Keeping metrics agnostic as possible****

Avoid embedding time-based [filters](/v1/docs/filtering-metric-deals) directly into the metrics. For instance, instead of creating a metric like "Open pipeline - Q3," create a general "Open pipeline" metric tied to a relevant date field, such as the creation date. You can then apply time-specific filters at the widget level.

If the metrics aren't agnostic, you'll need to create separate metrics for each time period, rather than using a single metric with flexible filters.

****For formula metrics, allow null operands to be treated as 0 to prevent the entire formula from nulling out****

Configuring formula metrics to treat empty values as 0 supports cases like coverage at the beginning of a quarter, when bookings are empty, or future quarters, when open pipeline is empty. If null operands aren’t set to 0, the entire formula nulls out. This logic doesn’t apply to targets. If a target value is empty in a given formula, the formula will null out.

| ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image-1723022223315.png) Visit our [Academy](https://academy.gong.io/courses/explore-gongs-revenue-analytics) and find out how to utilize your dashboards to boost efficiencies and refine revenue operations |
| --- |

A team member who manages the business entities in Gong, such as deal and forecast boards. [Find my Business admin](/v1/docs/find-your-technical-or-business-admin).

Gong’s full Forecast package for next-level forecasting and revenue optimization. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats).

A team member who manages and optimizes revenue-related workflows by managing business entities such as metrics, targets, and dashboards.