Define a number once. Use it everywhere.

A measure is the saved definition of a number, like revenue or headcount. Ninety-nine come ready to use across eleven departments, each explained in plain English, and any measure you add works the same way everywhere in the platform.

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MeasuresWon revenue99 definedUsed by 14 boards
Sales boardSame numberno argument
Finance boardSame numberno argument
Exec boardSame numberno argument
InBase currencyno conversion
Ninety-nine measures, one language.
One definitionRevenue means the same thing on every board in the company

A measure is defined once - the entity, the aggregation, the field and the currency-safe field - and every widget, report and board reads that definition rather than a column somebody picked.

The measure library

Ninety-nine measures, ready to use.

Every measure says in plain English what it does and where its numbers come from. The ones marked Managed shipped with the platform and cannot be changed; the ones your organisation adds appear right beside them. Pick a department to see its set.

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Measures

Semantic-layer aggregations used by widgets and reports.

New measure
Sales9
MeasureWhat it doesSourceManaged
Won revenueSums base currency amountDealsYes
Open pipelineSums base currency amountDealsYes
Avg deal sizeAverage base currency amountDealsYes
Win rateComputed from won and closedDealsYes
Renewal revenueSums base currency amountDealsYours

Every dashboard shows the same figure.

Shared definitions

Everyone reports the same revenue figure.

Charts and reports use a saved measure instead of working a number out their own way, so two teams can never drift apart.

  • Define a measure once and use it in any chart or report
  • Filter it for each dashboard without changing what it means
  • See the same figure on a chart, a report and a dashboard
  • See what each measure counts and where its numbers come from, in plain English
How measures work
Won revenueDefined once
On the Sales boardSame number
On the Finance boardSame number
In a reportSame number
Currency safe
The dealIn its own currency
The measureBase currency field
The totalAdds up
A board can narrow itbut it cannot redefine what the measure means
Inside a measure

What goes into a measure.

The ninety-nine built-in measures cannot be edited, so they stay reliable. The ones you add work exactly the same way.

  • Choose from count, sum, average, minimum, maximum and count distinct
  • Money measures convert to your base currency, so totals across markets add up
  • Mark a measure as a running total or a point-in-time figure, so a headcount is never added up across months
  • Set the display format, so a percentage always shows as a percentage
  • Add the measures your organisation needs; they work alongside the built-in set
What the Studio does with it
Define oneSix fields
EntityWhat it counts
AggregationCount, sum, average
FieldAnd its base twin
Flow or snapshot
RevenueAccumulates
HeadcountPoint in time
Summed wronglyNeither
The ninety-nine are read onlythe ones you add work exactly the same way
Built-in conditions

Save the condition into the number, not into every chart.

Won deals only, or this year's invoices only: the condition sits inside the measure, so every chart that uses it already counts the right things. A measure can also be written as a calculation, like total value divided by the number of deals, and carry a unit so the answer reads as hours or as money.

How measures work
Inside one measure
CountsWon deals only
Worked out asValue divided by deals
Reads asMoney, hours, percent
Set once, honoured by every chart
Your own setup

The things you can group by come from your own configuration.

If you run three pipelines, a measure groups by the stages of the one you choose, because those are your stages rather than a fixed list. A link to another record reads as its name, so a chart shows the owner rather than a code. There is nothing to map by hand first.

Where charts get built
What you can group by
Your pipelinesAnd their stages
Linked recordsShown by name
Mapping by handNone needed
It follows your setup, not a fixed list
Whose numbers

Choose whose work a number counts, one measure at a time.

The same measure can read the whole company, only your own work, a department you pick from a list, or one named colleague. The choices you are offered depend on your role, so nobody reads figures they should not. A measure can also remember which of those it starts on.

Who sees a board
Four choices
EveryoneThe whole company
A departmentPicked from a list
One personBy name
Your role decides which choices you get

Access

Who can do what.

Anyone can build charts and reports with the existing measures. Adding or changing a measure changes what a number means for the whole organisation, so keep that with a small group.

See

Browse every measure and see what it does.

Do

Build charts and reports with them.

Manage

Add measures for your own organisation.

Admin

Decide who can add and change measures.

Admin is the highest role and is not limited by these permissions, so give it only to the small group that genuinely needs it.

One number, start to finish

One measure, three departments.

Sales and Finance built different dashboards on the same measure, so both showed the same figure. A deal quoted in dirhams converted to the base currency automatically, and nobody had to reconcile spreadsheets before the meeting.

What revenue means is written down once: what to count, how to add it up, how to handle currencies.

Analytics guides

MeasuresThe StudioReading a widgetAnalytics overview

See Analytics on your own data.

Half an hour on your own numbers, governed once so they mean the same thing everywhere.

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