Up until today if you've wanted to create Salesforce metrics you have two choices:
Metric Builder - Entire process exists within the Ambition interface. Simple, intuitive, powerful with a built-in Spot Checker to verify metric accuracy. The limiting factor is that historically you've been limited to establishing logic around a single Object's Fields.
Report2Metric - Great for advanced cases where your logic spans Fields on multiple Objects but the process is two-step and exists both within Salesforce and Ambition.
Multi-Object Metric Builder
We're excited to unveil the ability to create multi-Object Metrics directly from within the Ambition Metric Builder. Notice in the screenshot below how the baseline Object selected is Task but the User Field (the person getting credit for the given metric) is the Account Owner.
Salesforce Admins and SalesOps Professionals rejoice, you're finally able to unlock more of your metrics natively within Ambition!
Custom "Where Clause" Support for Salesforce Objects
An enterprise-grade feature for our largest customers with (hundreds of) millions of Salesforce records being updated within their CRM, Ambition now supports the ability to define custom "Where Clauses" on a per-Object basis to allow deeper filtering of data... this prevents Ambition from pulling in recently modified but ultimately irrelevant data that can prevent the important stuff from getting to your Ambition Dashboards as quickly as possible.
When you build metrics in Ambition our platform constructs data queries based on your defined logic. With this new functionality we're able to append this metric logic with an additional "Where _ meets condition __" on a more global scale to help you balance organizational demands with Ambition time-to-value desires.