Published at: 2026-09-17
Manage statistic metrics
This page describes metric management and related rules.
Metric management stores and manages the business domains and metrics available to your enterprise. Only CRM administrators and report administrators can access this page. They can modify predefined metric rules and create metrics to meet Data Analysis requirements.
Before you begin
[!IMPORTANT] Only CRM administrators and report administrators can access the metric management page.
Metric management page
- Menu entry:
- CRM > Data Analysis > Metric Management
- CRM > Data Analysis > Reports > Metric Management
Business domain list
Available actions
- Object: The analysis object for each business domain. The KPI Name identifies each metric in the list.
- Status: The status of the business domain.
- Enabled: The business domain is available.
- Disabled: The business domain is unavailable.
- Time zone: Shows metrics that use the selected time zone. This option appears after your enterprise enables multiple time zones. The Data Range determines the records included in the calculation.
- Search: Searches business domain names by keyword.
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Query unused metrics: Finds metrics that are not used by any chart so that you can disable or delete them.
- Create a business domain: When a required analysis business domain is unavailable, CRM administrators and report administrators can create a business domain for a custom object from the metric management menu.
- Query unused metrics: When custom metrics reach the limit, disabling a metric without checking its usage can disable a metric that is still in use. Select Query unused metrics to find unused metrics, then disable or delete them.
- Disable: Disables the metric. You can still find and enable it under the business domain.
- Disable and delete: Disables and deletes the metric. You cannot find it on the metric management page afterward.
Other actions
- Display business domain quotas: Shows the quota and usage of custom business domains and metrics for the enterprise.
- Adjust the page layout: Changes the number of rows per page and table row height. The settings also apply to the metric list.
Metric list
Available actions
- Object: Filters metrics by their assessment object.
- Status: The status of the metric.
- Enabled: The metric has been initialized and can be used to view values.
- Disabled: The metric cannot be used.
- Initializing: The new metric is being initialized. You can use it, but values are available the next day.
- Trial calculation: The system calculates recent data immediately for debugging, then calculates all historical data overnight.
- Time zone: Filters metrics by time zone. This option appears after your enterprise enables multiple time zones.
- Search: Searches metric names by keyword.
- Create a metric: When predefined metrics do not meet your needs, or when you need to analyze a custom field, CRM administrators and report administrators can create a metric from the metric management menu.
- Configure the metric time zone: After your enterprise enables multiple time zones, you can set a metric time zone when creating a metric. The tenant time zone is used by default. The time zone cannot be selected when Aggregate Date is empty. If the Aggregate Date field does not support multiple time zones, the time zone is fixed to Business Event Time Zone. Changing the metric time zone triggers metric initialization.
Other actions
- Adjust the page layout: Changes the number of rows per page and table row height. The settings also apply to the business domain list.
Expected result and verification
After completing an operation, check the result in the relevant report, chart, or joined report. If a field, metric, or entry is unavailable, confirm that the selected business domain, data scope, and permissions are correct.