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Are there examples of Salesforce metrics built in Ambition?

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Bethany Bailey
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Example Salesforce Metric

Installation of Ambition's Salesforce Managed Package is required in order to build metrics using data from Salesforce Objects.

While every Organization tracks everything from Calls to New Leads to Closed Won deals a little different, here are some example metrics within Ambition.

Learn more about building metrics in Ambition here.

Have a question about your metric buildout? Feel free to reach out to gethelp@ambition.com!

Metric Examples:

 

Task Metrics

Emails

Filtered by Type and Status.

Example Source-of-Truth report in Salesforce for Emails.

Screen_Shot_2020-07-09_at_12.31.32_PM.png

 

Salesforce Tasks and Events Report Contents and Filters

Corresponding Ambition Metric Setup
Show Tasks filter

Object = Task
Assigned To column on report

Who Gets Credit? = Assigned To ID
(API name, OwnerID)
Date on an Activity Report

When Do They Get Credit? = Due Date Only
(API name, ActivityDate)
Activity Type = Email

Filter Type = Email
Show Completed Activities filter

Filter Status = Completed

 

Corresponding Metric in Ambition

Screen_Shot_2023-01-04_at_10.29.17_AM.png

 

 

Outbound Calls

Filtered by Type and Call Type and Status.

Fields will be dependent on your specific phone integration.

Example Source-of-Truth report in Salesforce for Outbound Calls.

Screen_Shot_2020-07-16_at_3.19.51_PM.png

 

Salesforce Tasks and Events Report Contents and Filters

Corresponding Ambition Metric Setup
Show Tasks filter

Object = Task
Assigned To column on report

Who Gets Credit? = Assigned To ID
(API name, OwnerID)
Date on an Activity Report

When Do They Get Credit? = Due Date Only
(API name, ActivityDate)
Activity Type = Call

Filter Type = Call
Call Type = Outbound

Filter Call Type = Outbound
Show Completed Activities filter

Filter Status = Completed

 

Corresponding Metric in Ambition

Screen_Shot_2023-01-04_at_10.42.11_AM.png

 

 

Outbound Talk Time

Filtered by Type and Call Type and Status.

Notice that Computation Type is set to "Sum" and Field to Sum is set to "Call Duration".

Formatting is also set to Duration.

Example Source-of-Truth report in Salesforce for Outbound Talk Time.

Screen_Shot_2020-07-16_at_3.19.51_PM.png

 

Salesforce Tasks and Events Report Contents and Filters

Corresponding Ambition Metric Setup
Show Tasks filter

Object = Task
Assigned To column on report

Who Gets Credit? = Assigned To ID
(API name, OwnerID)
Date on an Activity Report

When Do They Get Credit? = Due Date Only
(API name, ActivityDate)
Call Duration (seconds) column on report

Field to Sum = Call Duration
(API name, CallDurationInSeconds)
Activity Type = Call

Filter Type = Call
Call Type = Outbound

Filter Call Type = Outbound
Show Completed Activities filter

Filter Status = Completed

 

Corresponding Metric in Ambition

Screen_Shot_2023-01-04_at_10.44.24_AM.png

 

 

Lead Metrics

New Leads

Example Source-of-Truth report in Salesforce for New Leads.

Screen_Shot_2020-09-09_at_10.54.39_AM.png

 

Salesforce Tasks and Events Report Contents and Filters

Corresponding Ambition Metric Setup

Show Me All Leads filter

 Object = Lead

Created By column on report

 Who Gets Credit? = Created By ID

Create Date column on report

 When Do They Get Credit? = Created Date

 

Corresponding Metric in Ambition

Screen_Shot_2023-01-04_at_10.50.31_AM.png

 

 

 

Leads Converted

Filtered by Conversion Status.

Example Source-of-Truth report in Salesforce for Converted Leads.

Screen_Shot_2020-09-09_at_11.09.38_AM.png

 

Salesforce Tasks and Events Report Contents and Filters

Corresponding Ambition Metric Setup

Show Me All Leads filter

 Object = Lead

Created By column on report

 Who Gets Credit? = Created By ID

Create Date column on report

 When Do They Get Credit? = Created Date

Converted = True

Filter Converted = True

(API Name, IsConverted)

 

Corresponding Metric in Ambition.

Screen_Shot_2023-01-04_at_10.51.52_AM.png

 

 

Opportunity Metrics

New Opportunities

Filtered by Type.

Example Source-of-Truth report in Salesforce for New Opportunities.

Screen_Shot_2020-09-10_at_9.11.25_AM.png

 

Salesforce Tasks and Events Report Contents and Filters

Corresponding Ambition Metric Setup

Show Me All Opportunities filter

 Object = Opportunity

Created By column on report

 Who Gets Credit? = Created By ID

Created Date column on report

 When do They Get Credit? = Created Date

Type = New Business

Filter Opportunity Type = New Business
(API Name, Type)

 

Corresponding Metric in Ambition

Screen_Shot_2023-01-04_at_10.53.16_AM.png 

 

 

Closed Won Revenue

Filtered by Stage.

Notice that Computation Type is set to "Sum" and Field to Sum is set to "ACV".

Formatting is also set to Currency.

If multi-currency is enable and configured in Salesforce, Ambition can provide conversions if sent differing currencies.
Otherwise, Ambition will display and aggregate all currency values as USD.

Learn more about about multi-currency support here.

Example Source-of-Truth report in Salesforce for Closed Won Opportunities.

Screen_Shot_2020-09-10_at_9.48.36_AM.png

 

Salesforce Tasks and Events Report Contents and Filters

Corresponding Ambition Metric Setup

Show Me All Opportunities filter

 Object = Opportunity

Opportunity Owner column on report

 Who Gets Credit? = Owner ID

Close Date column on report

 When Do They Get Credit? = Close Date

ACV column on report

 Field to Sum = ACV

Stage = Closed Won

Filter Stage = Closed Won
(API Name, StageName)

 

Corresponding Metric in Ambition

Screen_Shot_2023-01-04_at_10.54.41_AM.png

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