Custom metrics on sales agreement schedules
Key Takeaway
Build a custom metric from a mapped pair of custom fields. Use a Roll-Up Summary field on Sales Agreement Product to total the schedule values. Add the metric to a metric group before users can see it in the sales agreement terms table.
Custom metrics let key account managers track extra performance indicators in a sales agreement, such as territory-based revenue, inventory levels, or average price. A custom metric sits beside the standard quantity and revenue metrics. An admin builds each custom metric from two custom fields, maps the fields together in Sales Agreements settings, and then makes the metric visible to users.
Two fields for each custom metric
Standard metrics, such as Total Planned Quantity, show a product total that is calculated from that product's values across all schedules. A custom metric follows the same product-and-schedule pattern, so every custom metric needs a matching pair of custom fields. One field goes on the Sales Agreement Product object. The other goes on the Sales Agreement Product Schedule object.
The two objects allow different field types.
| Allowed field types | |
|---|---|
| Sales Agreement Product | Number, Currency, Formula, or Roll-Up Summary (Roll-Up Summary for aggregated metrics only) |
| Sales Agreement Product Schedule | Number, Currency, or Formula |