Metric Type Calculations for Groups
Group roll-up scores are dependent upon the type of metric at play. In this article you will learn how each Metric Type rolls up within a Group on a daily basis and over time.
Things to Note:
Activity Score and Objective Score are treated as Average Metrics in Ambition.
Advanced/Formula Builder Metrics are treated as Average Metrics on Group Scorecards.
Group Roll-up Daily Scores
Metric Type: Sum
| Account Executive | Amount Closed -- 1/1/19 |
| Colin | $20,000 |
| Katie | $40,000 |
| Caroline |
Figure B Amount Closed for Users within the Account Executive Role(Group) on 1/1/19
| Role | Amount Closed -- 1/1/19 |
| Account Executive | $60,000 |
Figure C Amount Closed for Groups within the Role Group Type
Since Caroline did not close any deals, her number will not be included in the Group roll-up
$20,000 + $40,000 = $60,000
Metric Type: Count
| Account Executive | Deal Count -- 1/1/19 |
| Colin | 2 |
| Katie | 2 |
| Caroline |
Figure D Deal Count for Users within the Account Executive Role(Group) on 1/1/19
| Role | Deal Count -- 1/1/19 |
| Account Executive | 4 |
Figure E Deal Count for Groups within the Role Group Type
Since Caroline did not close any deals, her number will not be included in the Group roll-up
2 + 2 = 4
Metric Type: Average
| Account Executive | Average Deal Size -- 1/1/19 |
| Colin | $10,000 |
| Katie | $20,000 |
| Caroline |
Figure F Average Deal Size for Users within the Account Executive Role(Group) on 1/1/19
----
| Role | Average Deal Size -- 1/1/19 |
| Account Executive | $15,000 |
Figure G Average Deal Size for Groups within the Role Group Type
Since Caroline did not contribute to the Average Deal Size metric today, the Account Executive Group Average Deal Size would be:
($10,000 + $20,000) / 2 = $15,000
Group Roll-ups Over Time
Group roll-ups over time operate the same as Group roll-ups within a day.
For example, the Metric Type = Average will perform a record based average over the 2 days selected.
Metric Type: Average
| User within Account Executive | Average Deal Size 1/1/19 | Average Deal Size 1/2/19 |
| Colin | $10,000 | $15,000 |
| Katie | $20,000 | $14,000 |
| Caroline | $16,000 |
Figure H Average Deal Size for Users within the Account Executive Role(Group) from 1/1/19 to 1/2/19
| Role | Average Deal Size (1/1/19-1/2/19) |
| Account Executive | $15,000 |
Figure G Average Deal Size for Groups within the Role Group Type from 1/1/19 to 1/2/19
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