Navigate to [https://app.datatoolspro.com](https://app.datatoolspro.com)

Click in the Metrics input text to enter a metric name you track.

We entered "Marketing Qualified Leads". Press ENTER or click "Create Metric".

Tip! We designed the metric entry to not require clicking on any buttons. You can type the metric, click enter and immediately start typing the next metric.

Press the Gear icon to add Line of Business and Topics.

We have a spreadsheet interface to add and manage your lines of Business. Simply type the line of business values you want to assign to metrics.

Type "Sales [[enter]] Marketing [[enter]] Operations"

Click this dropdown and update to Topics.

Click on the first cell and type:  "Conversion [[enter]] Sales [[enter]] Profitability"

You can add as many topics as you like to properly categorize your topics with business categories that make sense.

Click "×"or click outside of the of the categories management screen.

Now we are going to add a metric alias. Click on the "+" icon.

A metric alias is an alternative name or acronym that your business may use to describe a metric. When clicking on the "+" button it simply toggled the Alias edit option.

Click "Add".\
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Now you have an alias and at any point can change the Alias to be the primary name.

Click on the edit icon to add a definition.

Click "Marketing". You can always add more than 1 line of business.

Click the dropdown to show "Topics" and the select a topic "Conversion". You can add more than 1 topic.

Let's view another metric. On right arrow to view the next metric in your table without having to close the details panel.

Click the close button or click anywhere outside of the details panel to close and return to the metrics table.

Click "Show Data Details". This will simplify the table layout.

Click the "Group By" dropdown. This will allow you to group and visually organize your metrics by line of business or topic.

As you can see the metrics are organized by Line of Business. Should 1 metric belong to multiple lines of businesses, it will appear multiple times.

Click this dropdown and return it to "Select Category" to turn grouping off.

You can filter your list of metrics by topic or line of business.

Click the XLS export icon to export the Metric dictionary to Excel.

Note! The grouping function is not supported in the exported files currently. 

Atlassian

Datatoolspro

Salesforce

Cloudways Apps

This guide provides step-by-step instructions on how to create and configure a Salesforce metrics glossary. It covers topics such as entering metric names, adding lines of business and topics, creating metric aliases, adding definitions, and organizing metrics.

Creating and configuring metrics in Scribe workspace