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:
From the left sidebar, click Admin center.
In the Settings tab, click Metrics on the Data Studio card.
Click the More actions icon
next to the metric you want to edit.Edit the metric's date and team member attributes as described in Create a basic metric.
Your changes take effect immediately across all dashboards and Forecast boards that use this metric.