Metric Type Calculations for Groups
Metric totals for group roll-up values are dependent upon the type of metric at play - sum, average, count, or recent value.
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.
How are group scores calculated on a daily basis?
How are group values calculated over time?
Group Roll-up Daily Values
Metric Type: Sum
| Account Executive | $ Closed Won - 6/1/22 |
| Colin | $20,000 |
| Katie | $40,000 |
| Caroline |
"$ Closed Won" for users within the Account Executive Role (Group) on 6/1/22
| Role | $ Closed Won - 6/1/22 |
| Account Executive | $60,000 |
"$ Closed Won" for the Account Executive Role Group Type
Since Caroline did not close any deals, Caroline will not be included in the daily group roll-up.
$20,000 + $40,000 = $60,000
Metric Type: Count
| Account Executive | Deal Count - 6/1/22 |
| Colin | 2 |
| Katie | 2 |
| Caroline |
"Deal Count" for users within the Account Executive Role (Group) on 6/1/22
| Role | Deal Count - 6/1/22 |
| Account Executive | 4 |
"Deal Count" for the Account Executive Role Group Type
Since Caroline did not close any deals, Caroline will not be included in the daily Group roll-up
2 + 2 = 4
Metric Type: Average
| Account Executive | Average Deal Size - 6/1/22 |
| Colin | $10,000 |
| Katie | $20,000 |
| Caroline |
"Average Deal Size" for users within the Account Executive Role (Group) on 6/1/22
| Role | Average Deal Size - 6/1/22 |
| Account Executive | $15,000 |
"Average Deal Size" for the Account Executive Role Group Type
Since Caroline did not contribute to the "Average Deal Size" metric today, the Account Executive Group Average Deal Size will be:
($10,000 + $20,000) / 2 = $15,000
Metric Type: Most Recent Value
The Most Recent Value metric type does not aggregate an individual user's daily values together over time, but Most Recent Value metrics are still computed on a group basis with the offering of sum or average.
Most Recent Value, Group Computation Type: Sum
| Account Executive | # Open Opportunities - 6/1/22 |
| Colin | 5 |
| Katie | 2 |
| Caroline |
"# Open Opportunities" for users within the Account Executive Role(Group) on 6/1/22
| Role | # Open Opportunities - 6/1/22 |
| Account Executive | 7 |
"# Open Opportunities" for the Account Executive Role Group Type
Since Ambition did not receive an updated "Open Opportunities" value for Caroline on 6/1, Caroline will not be included in the daily Group roll-up.
5 + 2 = 7
Most Recent Value, Group Computation Type: Average
| Account Executive | Annual Close Rate - 6/1/22 |
| Colin | 70% |
| Katie | 80% |
| Caroline |
"Annual Close Rate" for users within the Account Executive Role(Group) on 6/1/22
| Role | Annual Close Rate - 6/1/22 |
| Account Executive | 75% |
"Annual Close Rate" for the Account Executive Role Group Type
Since Ambition did not receive an updated "Annual Close Rate" value for Caroline on 6/1, the Account Executive Group Annual Close Rate will be:
(70 + 80) / 2 = 75%
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 Role | Average Deal Size 6/1/22 | Average Deal Size 6/2/22 |
| Colin | $10,000 | $15,000 |
| Katie | $20,000 | $14,000 |
| Caroline | $16,000 |
"Average Deal Size" for users within the Account Executive Role (Group) from 6/1/22 to 6/2/22
| Role | Average Deal Size (6/1/22-6/2/22) |
| Account Executive | $15,000 |
"Average Deal Size" for the Account Executive Role Group Type from 6/1/22 to 6/2/22
Most Recent Value, Group Computation Type: Sum
| User within Account Executive Role | # Open Opportunities 6/1/22 | # Open Opportunities 6/2/22 |
| Colin | 5 | 5 |
| Katie | 2 | 2 |
| Caroline | 2 |
"# Open Opportunities" for users within the Account Executive Role (Group) from 6/1/22 to 6/2/22
| Account Executive |
# Open Opportunities 6/1/22 - 6/2/22 |
| Colin | 5 |
| Katie | 2 |
| Caroline | 2 |
"# Open Opportunities" for users within the Account Executive Role (Group) from 6/1/22 to 6/2/22
| Role |
# Open Opportunities 6/1/22 - 6/2/22 |
| Account Executive | 9 |
"# Open Opportunities" for the Account Executive Role Group Type from 6/1/22 to 6/2/22
Using Most Recent Value, Colin and Katie's daily values will not be added together, but rather the Most Recent Value within the date range for each user will be summed.
5 + 2 + 2 = 9
Most Recent Value, Group Computation Type: Average
| Account Executive |
Annual Close Rate 6/1/22 |
Annual Close Rate 6/2/22 |
| Colin | 70% | |
| Katie | 80% | |
| Caroline | 60% |
"Annual Close Rate" for users within the Account Executive Role (Group) on 6/1/22 to 6/2/22
| Role |
Annual Close Rate 6/1/22 - 6/2/22 |
| Account Executive | 60% |
"Annual Close Rate" for the Account Executive Role Group Type
Since Ambition did not receive an updated "Annual Close Rate" value for Colin and Katie on 6/2, the Account Executive Group Annual Close Rate for 6/1 - 6/2 will be:
60% /1 = 60%
Viewing Account Executive data for "Annual Close Rate" on the User > Within > the Account Executive Role hierarchy level will return 70% as 70% + 80% + 60/3 = 70%, but the Account Executive's Role most recent value will be derived from users who submit a value on the last day of the date range.
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