Custom Metrics
Calculate and track unique performance indicators.
| Step | Action | Description |
|---|---|---|
| 1. Identify Need | Define the KPI | Clearly define the business question to answer (e.g., profitability per technician hour). |
| 2. Access Formula Builder | Create Custom Field | Use the formula builder to define the metric's logic. |
| 3. Select Components | Map Data Fields | Choose system fields that compose the metric (e.g., (Invoice Total - Parts Cost) / Labor Hours). |
| 4. Validation & Test | Check Results | Run the metric on sample data to validate accuracy. |
| 5. Utilize in Reports | Apply to Analytics | Make the validated metric available to Standard or Custom Reports. |