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Metrics

The numbers that matter for an account, with the trend and how they have moved.

The Metrics tab on a company record shows the metrics that matter for that account as a grid of cards, so you can read adoption and value at a glance.

Reading a metric

Each card shows:

  • The current value, formatted for the metric, whether that is a count, a percentage, or currency.
  • A trend sparkline of recent history.
  • The change over the metric's comparison window, for example "+12% over the last 30 days", colored green for an increase and red for a decrease. Interpret the direction in the context of the metric; a rising support backlog is still an increase.

Click any card to open a larger chart of the metric over time. Pick a date range (or use one of the presets) to zoom into the period you care about. Individual data points can carry a note, so a spike or dip can travel with its explanation, for example "seasonal slowdown, confirmed with the customer".

Where metrics come from

Metrics are built from the data you sync into Cust, such as product usage from your warehouse or analytics tool. Admins choose which metrics appear, including calculated metrics that combine other values. The Metrics tab of the layout editor in Settings controls which metrics show on the company page and how they are grouped; metrics not placed in the layout stay hidden. The same metrics can be tracked for a whole company and, where it makes sense, for individual people on the account.

Comparison settings

In the metric definition, admins choose the Grain, aggregation, and Change indicator. Daily grain compares individual readings. Weekly and monthly grains aggregate the period first; their cards identify the rolling window, such as Last 7 days or Last 30 days. The chart includes the baseline used for the change calculation when one is available.

Read the window label alongside the value. A rolling monthly total and a single daily reading answer different questions. Turn the change indicator off when a comparison would not be meaningful, or choose the comparison window appropriate to the metric.