Create a custom metric using date fields

Kristin Hallas

• February 11, 2020 23:40

I would like to be able to create KPI's based on a couple of the date fields we are bringing in and in order to do that I need to be able to create a custom metric for the date fields.  For example.  we put in an anticipate date our customer wants something complete and then we add the date that it was actually completed. I would like to be able to understand the difference between the two.

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  Yagodnik, Katie

  • February 12, 2020 13:14

  I agree this would be really helpful. Thx, Katie Y. 

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  Jimmy Thomson

  • March 04, 2020 19:10

  This is becoming more important for us for tracking time to first value.  We're doing some hacky things by tracking this via a lifecycle phase, but we're finding it's not as precise as we need (did someone correctly move the customer to the right lifecycle when it actually happened, or was it a week later, or did they move it accidently too soon, etc). 

   

  Having the ability to base KPIs on two date-based attributes would be great.  This would also solve some of the clunkiness w/ the Days in Lifecycle phases (due to the above, or someone accidently moving to a closure stage and reseting the clock).  Would help drive precision here!

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