Create Custom Metrics for Sales Agreements

Account managers can use custom metrics to track performance indicators such as territory-based revenue, inventory levels, and average price. To create a custom metric, first create a custom number, currency, or formula field on the Sales Agreement Product and the Sales Agreement Product Schedule objects each. If the metric needs to be aggregated, use a Roll-Up Summary field on the Sales Agreement Product to summarize values from the corresponding field on the Sales Agreement Product Schedule. Then, map the custom field in the Sales Agreement Product to the custom field in the Sales Agreement Product Schedule. To help users view and use the custom metric in sales agreements, add the custom fields to the required page layouts.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

User Permissions Needed
To create custom metrics:	Customize Application

Note A custom metric can store values with up to five decimal places. To store custom and revenue metric values with up to five decimal places, ask Salesforce Customer Support to enable the More Decimals on Price option for your org.

1. Create a custom field on the Sales Agreement Product object.
   1. In Object Manager, select Sales Agreement Product.
   2. In Fields & Relationships, click New.
   3. Select Number, Currency, Formula, or Roll-Up Summary (for aggregated metrics only) as the data type for the new custom field, and then click Next.
   4. Enter the field label and other details, and then click Next.
   5. Assign the necessary field-level access to your key account managers, and then click Next.
   6. Add the field to the page layout.
   7. Save your changes.
   For aggregated metrics, use a Roll-Up Summary field on the Sales Agreement Product to summarize a custom Number or Currency field from the related Sales Agreement Product Schedule records.
2. Create a custom field on the Sales Agreement Product Schedule object.
   1. In Object Manager, select Sales Agreement Product Schedule.
   2. In Fields & Relationships, click New.
   3. Select Number, Currency, or Formula as the data type for the new custom field, and then click Next.
   4. Enter the field label and other details, and then click Next.
   5. Assign the necessary field-level access to your key account managers, and then click Next.
   6. Add the field to the page layout.
   7. Save your changes.
3. Map the custom fields in the Sales Agreement Product object to the custom fields in the Sales Agreement Product Schedule object.
   1. In Setup, in the Quick Find box, enter Sales Agreements, and then select Sales Agreements.
   2. In the Field Mappings for Custom Metrics section, select the required product field for each product schedule field.
      The custom fields of the Sales Agreement Product Schedule object are listed under Sales Agreement Product Schedule Field. Custom fields with data type other than number, currency, or formula aren’t available in these lists. If the Sales Agreement Product field is a Roll-Up Summary field, values are aggregated from the mapped custom field on the Sales Agreement Product Schedule object.
   3. Save your changes.
4. To let users view the metric in the sales agreement terms table, add the metric to a metric group.
   See Manage Metrics for Sales Agreements.
5. To let users specify the value of the metric for a product in the Edit Selected Sales Agreement Products window, add the custom field to the multi-line layout for the Sales Agreement Product object.
   See Edit Multi-Line Layouts for Sales Agreement Products.

See Also

• Manage Metrics for Sales Agreements
• View Agreement Terms Data in the Sales Agreements Table
• Create Custom Fields
• Sales Agreement Metrics