Your Metrics Glossary for Salesforce
Connect your business metrics, KPIs, and semantics to your Salesforce reporting and dashboards.
Bridge the Gap Between Metrics and Meaning in Salesforce
By standardizing how metrics are defined and connected to goals, reports, and dashboards, it ensures consistency, alignment, and clarity for all stakeholders. How you measure success is critical, so a DataTools Pro metrics glossary helps you connect the dots between metrics, business meaning, data, and the reporting and analytics assets you use to influence informed decisions.
DataTools Pro has created a metrics glossary solution that allows you to:
- Batch import metrics from Salesforce, Tableau, Google analytics, and a growing list of business and analytics applications.
- Organize tag and search search metrics by line of business and business topics,
- Create and visualize metrics relationships to each other and reports
- Distribute metrics to business and technical consumers as data, APIs, and via native integrations like Notion and Coda.
Get started for free
- To get started, sign up – It’s free.
- Login with your Salesforce
- Click Metrics Glossary
- Import metrics from Salesforce using our metrics analyst, Excel, Tableau or create them from scratch.
Salesforce Metric Glossary Q&A
What is a Metric Glossary?
A Metrics Glossary is a centralized resource that defines and standardizes the key metrics used within an organization or application, ensuring a common understanding among stakeholders. It connects metrics to their business definitions and context. The goal of a metrics glossary is to create consistency and clarity between business and data analysis influenced decision-making
Why does a metric glossary matter for Salesforce ?
A Metrics Glossary ensures universal alignment on how an enterprise measures success, a critical yet often overlooked aspect of a business application like Salesforce. As Salesforce evolves from a transactional system to a comprehensive platform for processes, data, and analytics, a Metrics Glossary provides the foundation for defining and prioritizing what truly matters.
How do you build a metric glossary for Salesforce?
The most common and fastest way to build a metrics glossary is meeting with business stakeholders and inquire the most important metrics and KPIs and how they use them. From that business context, you can build a spreadsheet or word document to organize and categorize your glossary.
For a more systemic and structured metrics glossary you can import, tag, search and structure your metrics glossary using DataTools Pro.
The Role of a Salesforce Metrics Dictionary in Promoting Team Cohesion
What is Metrics Governance and why you need it
Salesforce Metrics Glossary Features
Bring Salesforce, data, and analytics teams together
DataTools Pro metrics glossary for Salesforce was designed first and foremost to bring your Salesforce admins, data engineers, and analytics pros together into one common dictionary. Quickly create, export and distribute the right metrics to the right team members.
Recommended metrics built on your dashboard structure
Our team has reversed engineered the metrics gathering process for Salesforce into clicks. Save days or weeks of information gathering and research and produce a metrics glossary based on your existing dashboards and reports.
Manage Salesforce metrics, reports and dashboards
Manage your dashboard and reports with alignment to your business metrics and KPIs. Manage, curate, and track reports as your certified source of truth across business, Salesforce, and external BI tools with data teams.
Model your performance metrics, KPIs and semantics
Categorize your metrics by lines of business and organizational topics. Manage how metrics relate and impact one another. Your metrics glossary builds a semantic dictionary for managing your business within Salesforce.
Traditional metrics requirement gathering takes days or weeks!
PROBLEM: Traditional metrics requirement gathering is a an involved, cross-functional process. It requires meetings, research, and technical documentation. That documentation is often outdated or incomplete as business dynamics change. Our team has spent weeks or even months in metric and KPI scoping sessions only to find self service reporting, dashboards, and analytics evolve beyond the scope or documentation. If a document does exist, it’s often outdated, disconnected and downstream from business and Salesforce team visibility.
Our novel DataTools Pro method reverses and automates the process into clicks.
SOLUTION: When starting a new reporting and analytics project, the first asset you need is a metrics glossary. Most existing organizations have a plethora of self service dashboards and repots that house the necessary meta-data to create a metrics glossary. That led us to have built a patent pending method that reverse engineers your existing dashboards into consolidated list of metrics ready for review by your business stakeholders. With a live, connected glossary you can continuously monitor changes and refine your metrics glossary that gets smarter as it is grows!
