Welcome! We're going to talk about modular metrics. Modular metrics allow you to use existing metrics to build new ones.
For example, if I want to calculate ARR at the account level, I can use the ARR calculated at the opportunity level to do this.
To create a modular metric, open an Aggregate Metric by clicking on the Explore tab and then clicking Aggregate Metric.
For our example, we’ll select the Account entity. To calculate the ARR per account, we’ll calculate the sum of all the metric ARR per opportunity.
To do this, we'll set the value to Sum, and for the measure, we'll use the Sum of the ARR metric. We now have the Sum of ARR by opportunity. This will only work if there is a relationship between the Account and Opportunity entities. To use modular metrics, there must be a relationship between them.
To make sure we are not bringing null values, we can use a filter to ensure we only consider opportunities that have a valid relationship.
We use modular metrics to ensure consistency and accuracy between the different entities.
Building metrics on top of each other also allows for more efficient use of resources.
If you'd like to see all the metrics that are affected, click on the Metric Lineage button. This will show all related metrics so you can see where the data comes from.
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