Allow to choose the pipeline and/or owner (sales rep) in custom metrics for reporting
complete
A
Alejandra Castaneda
I want to create a metric that shows the percentage of total sales attributed to each sales rep, but the only option available right now is Sum of Revenue. There should be a way to filter or segment by pipeline and owner (sales rep), right now it is very limited and is causing me issues with my clients!
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Dinesh Kumar
updated the status to
complete
D
Dinesh Kumar
Hi Alejandra — great news, this is now available! ✅
You can now add filters directly to each metric in the custom metric builder. For your use case, select your revenue metric and apply a filter by pipeline or owner (sales rep) to scope it to exactly the segment you need.
For example, to see revenue attributed to a specific sales rep: use
Sum of Revenue
with filter Owner = [Sales Rep Name]
.Give it a try and let us know if you have any questions!
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Adam Pilakis
Yes! It only emails the default. Not what you select.