Kicking off Quarter 2 with some new functionality, thanks Travis @ Allegis Group and John @ Strategic Financial for the requests around more granular metric reprocessing!
When changing a metric's logic you now have the ability to determine if this change should apply retroactively or moving forward. This allows your operations team to have maximum flexibility in keeping process changes in-sync with Ambition metrics.
You're currently using Salesforce and have built an Outbound Calls metric that looks at the Task Object using the logic below.
Subject CONTAINS Outbound Call
This is typically how organizations start out but realize over time it's imperfect, it would be more accurate to transition from the Subject Field looking for a phrase (assuming it was entered correctly) to a Type Field where you simply pick the correct option from a dropdown.
Type EQUALS Outbound Call
You can now transition your Ambition metric from looking at the Subject Field to the Type Field and maintain historical accuracy by telling Ambition exactly when to take your change into affect.
Sometimes it's the small things that make a difference, right?
Metric Reprocessing Options
Calendar Date Selector