Create a basic metric

Who can use this: Business admin

Available on: Gong Forecast

Ideal for: RevOps

Required permissions: Manage metrics

A basic metric measures one field on a CRM object, such as total opportunity amount or a count of deals at a certain stage. Use this metric type when you want to measure one specific field directly. For calculations that combine multiple entities, see Create a formula metric.

Before you begin

For metrics based on CRM data, connect your CRM to Gong. New CRM fields may take a few hours to sync after import.

Create a basic metric

Step 1: Open the metric

Navigate to Data Studio and open the metric.

To open the metric:

1. From the left sidebar, click Admin center.

2. In the Settings tab, click Metrics on the Data Studio card.

3. Click New metric and select Basic metric.

Step 2: Define the metric

Choose the object and fields the metric measures, then set any conditions, grouping, or other options.

To configure a basic metric:

1. Enter a name for the metric.

2. Under Base object, choose the object to measure, such as Deals, Accounts, Contacts, or Leads.

3. (Optional) Turn on Enable history tracking to make an eligible deal-based metric available in the Custom trend mode of a Trends widget and the Custom changes mode of a Changes widget.

   Note:

   Every Opportunity field the metric uses must already have history tracking enabled in Field Management.

4. In What's aggregated and how, select the aggregation type and field to measure.

   Note:

   To count distinct values instead of records, select Count uniques. This option is available only for reference fields, such as when counting unique accounts across deals.

5. (Optional) In Apply conditions, click + Add and select:

   • Single condition: Add one filter using the base object or related object fields.

   • Condition group: Combine multiple conditions with AND or OR logic for more complex filtering.

   Note:

   Related object fields are available at the bottom of the field list under Related Objects. Select the related object, then select its field. For example, a deal-based metric can use account fields, including custom account reference fields such as Partner Account ID. This lets you group opportunities by parent account owner or filter opportunity line items by the parent opportunity’s stage, close date, or owner.

6. (Optional) Turn on Apply splits to distribute the calculation across everyone involved in a deal. This requires Salesforce integration with the Opportunity Split object imported into Gong.

7. Under Team member attribute, select the CRM field that identifies the relevant team member, for example Owner. This controls who the metric is grouped by. You can also select a related object field, such as an account field for a deal-based metric.

8. When opportunity splits or teams are enabled and the base object is Deals, set Show deals where team members are in to include deals where the selected team member is on the opportunity team or appears in the selected team member field.

9. Under Date attribute, select the CRM field that defines the date for qualified deals or accounts. You can also select a related object field, such as an account field for a deal-based metric.

10. (Optional) Turn off Apply external period filters if the metric should ignore the dashboard's selection period. Use this when time doesn’t matter for the metric or when it should always use specific dates set in its conditions.

11. Under Drilldown view, choose the list view or deal board that opens when a team member clicks the metric value on a dashboard. The options shown depend on the base object. Widget settings can override this selection.

Tip:

Use condition groups when you want to measure a specific subset of deals or accounts — for example, won deals in a particular region or enterprise accounts above a certain threshold. Keeping conditions focused prevents a metric from including records that would skew the result.

Step 3: Save the metric

Review the metric in the Preview panel to validate your settings, then save it.

To save the metric:

1. Check the Preview panel to confirm the metric calculates correctly for the selected team and period.

2. Click Save.

The metric appears in your metrics list and is available to select when configuring dashboard widgets and Forecast boards.

Note:

Any edits to metrics take effect immediately across all dashboards and Forecast boards that use it. Learn more about managing your metrics.

Frequently asked questions