How can I get key metrics for a record by using record-level analytics?
Follow these steps to get key metrics:
- Open a CRM record.
- Click the Analytics widget displayed on the right.
- Click ‘+’ to add a widget under Analytics.
- Enter the widget name.
- Select a related module.
- Select the widget type as Key Metrics.
- Select the field based on which you want to group the metrics Group By.
- Set up conditions (optionally) on fields by clicking Add Conditions.
- Click Save.
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