Example Salesforce Metric Setups
While every Organization tracks everything from Calls to New Leads to Closed One deals a little different, here are some example setup of Metrics within Ambition.
Learn more about building Metrics in Ambition here.
Have a question about your Metric buildout? Feel free to reach out to firstname.lastname@example.org!
Notice that Metric Type is set to "Sum" and Field to Sum is set to "Amount".
We will not provide conversions if sent differing currencies. The Field used to total any type of Revenue will need to be formatted in USD.