Metrics
Metrics are the core element of Dolfin's compensation framework. They are the building blocks of your compensation plans, allowing you to define and track performance indicators that drive your sales team's success.
📊 What Are Metrics Used For?
Metrics power your compensation plans and allow you to track and reward performance. Specifically, they are used for:
1. Performance Measurement
Track how well your sales team is performing. Metrics give visibility into individual and team progress toward key business outcomes.
2. Target Setting
Define specific goals (like revenue or number of deals) tied to metrics. These targets can then be used in plans to drive focus and alignment.
3. Compensation Calculation
Metrics play a critical role in defining commission and bonus rules.
- Bonuses: Metrics can be used in both condition and calculation nodes (including multi-tier logic).
- Commissions: Metrics are used in multi-tier nodes, either by referencing the raw metric value or by checking target achievement percentages.
🛠️ How to Create a Metric
Follow these steps to define a new metric in Dolfin:
📍Step 1: Navigate to the Metrics Section
Go to:
Compensation Framework > Metrics in the Dolfin dashboard.
📍Step 2: Click on "+ New Metric"
📍Step 3: Fill in the Metric Details
| Field | Description |
|---|---|
| Name | A clear, descriptive name for your metric. |
| Description | Explain what the metric measures. This helps end users understand its purpose when it’s displayed in compensation statements or rules. |
| Data Source | Choose where the data comes from: either a Dolfin core table (e.g., deals, invoices, activities) or a custom KPI table. |
| User Field | Select the field that identifies the owner of each record (e.g., sales rep, account manager). |
| Date Field | Choose the date used to assign records to a period (e.g., close_date, created_at). |
| Format | Select how the metric value should be represented: - 🔢 Count: Count the number of records (e.g., # of deals) - 💰 Monetary: Sum up monetary values (e.g., total sales) - #️⃣ Numeric: Sum numeric values (e.g., number of calls) - % Percentage: Calculate percentages (e.g., win rate) |
| Aggregate Function | (Only applicable for non-count formats) Choose how to combine values: - Sum - Average - Max - Min |
| Filters | Optional filters to narrow the dataset. Examples: only include won deals, filter by region, or limit by date. |
| Reference Field | (Only applicable for non-count formats) Select a field to use as a reference for the metric value. |
🔬 Technical Overview
Metrics in Dolfin are always evaluated per record, without grouping by user or team. Each metric fetches and processes all relevant records from its source table, applying filters and calculation logic as configured. The resulting values can then be used across compensation plans and rules.