---
title: "Customize your preset metrics"
slug: "customize-your-preset-metrics"
updated: 2026-09-29T13:24:35Z
published: 2026-09-29T13:24:35Z
canonical: "help.gong.io/customize-your-preset-metrics"
---

> ## 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.

# Customize your preset metrics

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

Gong provides a set of preset metrics. You can adjust their date and team member attributes to match your CRM configuration, but you cannot delete them.

## Your preset metrics

The table below lists each preset metric, what it counts, and the default CRM fields Gong uses for date and team member attributes. These defaults are based on standard Salesforce field names. If your company uses different field names for the same data, adjust the attributes as described in the next section.

| Metric | Type | Counts | Default date attribute (CRM field) | Default team member attribute (CRM field) |
| --- | --- | --- | --- | --- |
| Bookings $ | Basic | Total amount of won deals | Closed date | Owner |
| Bookings # | Basic | Number of won deals | Closed date | Owner |
| Total lost $ | Basic | Total amount of lost deals | Closed date | Owner |
| Total lost # | Basic | Number of lost deals | Closed date | Owner |
| Win rate $ | Formula: Bookings $ / (Bookings $ + Total Lost $) | Percentage of won deals out of all closed deals, by amount |  |  |
| Win rate # | Formula: Bookings # / (Bookings # + Total Lost #) | Percentage of won deals out of all closed deals, by count |  |  |
| Open pipeline $ | Basic | Total amount of open deals in the pipeline | Closed date | Owner |
| Open pipeline # | Basic | Number of open deals in the pipeline | Closed date | Owner |
| Pipeline created $ | Basic | Total amount of created deals | Created date | Created by |
| Pipeline created # | Basic | Number of created deals | Created date | Created by |
| Avg deal size won $ | Basic | Average amount of won deals | Closed date | Owner |
| Avg deal size lost $ | Basic | Average amount of lost deals | Closed date | Owner |
| Avg deal size open $ | Basic | Average amount of open deals | Closed date | Owner |

## Customize a preset metric

By default, preset metrics use the CRM fields listed in the table above for date and team member attribution. If your company uses different field names for ownership or close date, adjust the metric's attributes so its results match how your team tracks deals.

**To edit a preset metric:**

1. From the left sidebar, click **Admin center**.
2. In the **Settings** tab, click **Metrics** on the **Data Studio** card.
3. Click the **More actions** icon ![Action Menu.svg](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreActions.svg?sv=2026-02-06&spr=https&st=2026-10-15T11%3A59%3A03Z&se=2026-10-15T12%3A59%3A03Z&sr=c&sp=r&sig=e4Dbf8HZq4rBbuj5JjGsWIaDN0zl684%2FqfD%2FPQkFHNg%3D) next to the metric you want to edit.
4. Edit the metric's date and team member attributes as described in [Create a basic metric](/v1/docs/create-a-metric).

Your changes take effect immediately across all dashboards and Forecast boards that use this metric.

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.