A Parent Metric is used as an umbrella metric to display cumulative data from different sources.
For example, you may want a Parent Metric called 'Total Revenue' which will encompass the data from both 'Permanent Revenue' and 'Contract Revenue'.
Creating a parent metric
🔐 Permissions required: Manage Metrics & Conversions - only given to Admins by default.
From the top navigation bar, click the manage icon on the right, next to your profile picture or initials.
Then, select Platform Settings.
Head to the Metrics area, under Data.
This will open a page showing all the metrics that are available to you on your OneUp account.
On the right, select the +Create metric button.
Here, you have the option to create an Activity, Rolling or Conversion Metric - for a Parent Metric, you can only choose between Activity or Rolling.
Name your Parent Metric - e.g. Total Revenue.
Under Type, decide whether it is a Quantity, Currency, Currency Fixed or Duration metric.
💡 If you aren't sure of the difference between Currency and Currency Fixed metrics, check this article out!
Next, select the Child Metrics that will feed into this parent metric. E.g. for BD Activity, you may want to choose BD Calls and BD emails.
If you are creating a Currency or Currency Fixed metric and you can't see the metrics you want to add as child metrics, try switching to the other currency metric type!
Finally, hit Create!
Troubleshooting ✨
I can't add the metrics I want to my parent metric
If you're trying to add metrics of multiple sub-types to a parent metric, this isn't supported. All child metrics you're attempting to add must be of the same sub-type.