---
title: "Customizing your preset metrics"
slug: "customize-your-preset-metrics"
updated: 2026-01-07T12:50:44Z
published: 2026-01-07T12:50:44Z
---

> ## 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.

# Customizing your preset metrics

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

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

> [!NOTE]
> **Note:**
> 
> The service known as “Revenue analytics” is now called “Dashboards.” Dashboard assets, like metrics and targets, are now configured in the Admin center under “Data studio.”

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/image(713).png)

## Your preset metrics

Gong’s dashboards include a set of preset metrics. The table details what each metric counts and the CRM fields it’s deriving data from:

| 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 $) | % of won deals out of all closed deals (by deal amount) |  |  |
| Win rate # | Formula: Bookings #/ (Bookings # + Total Lost #) | % of won deals out of all closed deals (by deal amount) |  |  |
| Open pipeline $ | Basic | % of won deals out of all closed deals (by deal count) | Closed date | Owner |
| Open pipeline # | Basic | Total amount 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 |

### Modifying preset metrics

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

While preset metrics cannot be deleted, they can be adjusted to your business needs.

To edit an existing metric:

1. Click ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/MoreMenuIcon.jpg)and then edit the metric as described in [building your own metrics](/v1/docs/build-your-own-metrics).
2. Customize date and team member: as listed in the table above, by default, the preset metrics’ date and team member attributes are derived from the **Owner/Created by** CRM field, and the date attribute from **Closed date/Created date** CRM field.

You should verify the attributes match how your company defines the date and team member associated with deals and modify them if necessary.

For example, if your company uses **Growth Quota Owner**as a reference to who owns the deal, and **ARR Date** as a reference to when a deal is closed, adjust these attributes as described in [building your own metrics](/v1/docs/build-your-own-metrics).

| ![](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.