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Custom Metrics let team leaders define up to 5 additional lead generation fields that agents log alongside the standard daily activity fields.

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Who Can Manage Custom Metrics

Only team leaders and admins can create, edit, or delete custom metrics.

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Setting Up Custom Metrics

  1. Go to Settings in the sidebar
  2. Select the Custom Metrics tab
  3. Click Add Custom Metric
  4. Enter a name for the metric
  5. Save
Repeat for each additional metric (up to 5 total).

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Examples of Custom Metrics

  • Video messages sent
  • Social media posts published
  • Door knocks
  • Mailers sent
  • Referrals asked for
  • Follow-up emails sent
  • Events attended

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Where Custom Metrics Appear

Once created, custom metrics appear in the Daily Lead Gen entry form, the Scorecards view, and Contest point assignments.

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Limit of 5 Custom Metrics

Choose the ones that matter most to your team’s prospecting strategy and stick with them. Consistency in what you measure makes trend data meaningful over time.