Metrics
Add custom data points to evaluate general and highly specific events, actions, or results across the CRM.
Instructions
How to add metrics to Comparing Analytics?
To add metrics, follow these steps: Go to Settings Navigation > Main Tree > Management > CRM Settings . Select Comparing Analytics Report. Choose met...
How to add Metrics to Dashboard?
Follow these steps to add metrics to the General Chart or top charts: Go to Settings Navigation > CRM Settings > General Chart . Select a chart that ...
How to add Metrics to Drilldown Reports?
Follow these steps: Go to the Settings Navigation > Main Tree . Select the Management tab, then click CRM Settings . Find the Default folder and...
FAQ