What a metric is
A metric has:- A name in your product’s language — “Contracts created”, “Active signers”, “Templates in use”
- A source — your data warehouse, product analytics, or another connected system
- A window — the period it is computed over, such as the trailing 30 or 90 days
- A scope — computed per account, so every account gets its own value and its own trend
Configuring a metric
1
Open Configure Metric
From the sidebar, click Configure Metric. You will see the metrics already defined for your workspace.
2
Choose or create a metric
Open an existing metric to adjust it, or create a new one.
3
Define what it measures
Give it a name, point it at its source, and define how the value is computed for a single account.
4
Set the window
Choose the period the metric is computed over. This is the most consequential setting on the form — see the warning below.
5
Preview before saving
Run a preview against real accounts and check the numbers against something you already know to be true. A metric that computes cleanly and means the wrong thing is worse than one that fails loudly.
Where metrics show up
- Account health — as the factors behind a band, with the number quoted
- Feature usage — as the volume and trend behind a feature
- Signals — as the trigger for a usage-based observation
- Briefs and reports — as the numbers you take into a customer conversation
Getting metrics right
Measure the thing the customer buys. A metric on the workflow the customer is paying to accelerate is worth ten metrics on logins. Prefer a metric with a natural direction. “Contracts created” is readable in isolation. “Average page depth” needs a paragraph of explanation before anyone can act on it. Watch the trend, not the level. Large customers have large numbers. The question is whether this quarter is better or worse than last.Related
- Features & Modules — the vocabulary metrics are read in
- Account Health — where metrics land
- Data Warehouse — a common metric source