Metric Glossary
Definitions, formulas, and practical guidance for the metrics that drive business decisions.
SaaS Metrics
Monthly recurring revenue
MRR
SaaS MetricsMetric Definition
MRR = Sum of Monthly Recurring Subscription Revenue from All Active Customers
Monthly recurring revenue (MRR) is the predictable, normalised revenue a subscription business earns each month. It is the single most important metric for understanding the health and trajectory of a SaaS company because it captures new sales, expansion, contraction, and churn in one number.
View metricAnnual recurring revenue
ARR
SaaS MetricsMetric Definition
ARR = MRR x 12
Annual recurring revenue (ARR) is the annualised value of a company's recurring subscription revenue. It is the primary metric used to measure the scale and growth trajectory of SaaS businesses, and it directly drives enterprise valuations.
View metricAverage revenue per user
ARPU
SaaS MetricsMetric Definition
ARPU = Total Revenue / Number of Active Users
Average revenue per user (ARPU) measures the mean revenue generated per user or account over a given period. It is a critical metric for understanding monetisation efficiency and for connecting pricing strategy to revenue outcomes.
View metricCAC payback period
Months to recover CAC
SaaS MetricsMetric Definition
CAC Payback Period = CAC / (ARPU x Gross Margin %)
CAC payback period measures the number of months it takes for a customer to generate enough gross profit to recoup the cost of acquiring them. It is a critical measure of capital efficiency and cash flow health in subscription businesses.
View metricLTV to CAC ratio
LTV:CAC
SaaS MetricsMetric Definition
LTV:CAC Ratio = Customer Lifetime Value / Customer Acquisition Cost
The LTV:CAC ratio compares the lifetime value of a customer to the cost of acquiring them. It is the most fundamental measure of unit economics and determines whether a business can grow profitably.
View metricRule of 40
Growth + Profit benchmark
SaaS MetricsMetric Definition
Rule of 40 Score = Revenue Growth Rate (%) + Profit Margin (%)
The Rule of 40 states that a healthy SaaS company's combined revenue growth rate and profit margin should equal or exceed 40%. It balances the tension between growth and profitability, providing a single benchmark for overall business health.
View metricSaaS magic number
Sales efficiency benchmark
SaaS MetricsMetric Definition
Magic Number = (Current Quarter ARR - Previous Quarter ARR) / Previous Quarter S&M Spend
The SaaS magic number measures how efficiently a company converts sales and marketing spend into new recurring revenue. It answers the question: for every pound invested in go-to-market, how much new annualised revenue does the business generate?
View metricSaaS quick ratio
Revenue growth efficiency
SaaS MetricsMetric Definition
SaaS Quick Ratio = (New MRR + Expansion MRR) / (Churned MRR + Contraction MRR)
The SaaS quick ratio measures the efficiency of MRR growth by comparing revenue gained (new + expansion) to revenue lost (churned + contraction). A high quick ratio means the business is growing efficiently without relying on brute-force acquisition to outrun churn.
View metricExpansion revenue
Growth from existing customers
SaaS MetricsMetric Definition
Expansion MRR = Sum of Additional MRR from Existing Customers (Upgrades + Add-ons + Seat Increases)
Expansion revenue is the additional recurring revenue generated from existing customers through upsells, cross-sells, add-ons, and usage growth. It is the most capital-efficient source of growth because it requires no acquisition cost.
View metricBurn rate
Monthly cash consumption
SaaS MetricsMetric Definition
Net Burn Rate = Monthly Cash Revenue - Monthly Cash Expenses
Burn rate measures how quickly a company spends its cash reserves. It is the most critical survival metric for startups and growth-stage companies, directly determining how long the business can operate before it needs additional funding or reaches profitability.
View metricCash runway
Months of cash remaining
SaaS MetricsMetric Definition
Cash Runway = Cash Balance / Monthly Net Burn Rate
Cash runway is the number of months a company can continue operating at its current burn rate before running out of cash. It is the most direct measure of a startup's survival timeline.
View metricActivation rate
First-value milestone
SaaS MetricsMetric Definition
Activation Rate = (Users Who Completed Activation Milestone / Total New Sign-ups) x 100
Activation rate measures the percentage of new sign-ups who complete a key action that signals they have experienced the core value of the product. It is the bridge between acquisition and retention, and a leading indicator of long-term customer health.
View metricLogo retention rate
Customer count retention
SaaS MetricsMetric Definition
Logo Retention Rate = ((Customers at End - New Customers) / Customers at Start) x 100
Logo retention rate measures the percentage of customers (logos) retained over a given period, regardless of the revenue they generate. It provides a pure measure of customer satisfaction and product stickiness that is not distorted by revenue changes.
View metricCustomer acquisition cost
CAC
SaaS MetricsMetric Definition
CAC = Total Sales & Marketing Spend / Number of New Customers Acquired
Customer acquisition cost (CAC) is the total cost of acquiring a new customer, including all sales and marketing expenses divided by the number of new customers gained in a given period. It is one of the most important unit economics metrics for any growth-stage business.
View metricCustomer lifetime value
CLV / LTV
SaaS MetricsMetric Definition
CLV = Average Revenue Per User × Gross Margin × Average Customer Lifespan
Customer lifetime value (CLV) is the total revenue a business can expect from a single customer account over the entire duration of their relationship. It quantifies the long-term financial worth of acquiring and retaining a customer, making it one of the most important metrics for sustainable growth.
View metricChurn rate
Customer Churn Rate
SaaS MetricsMetric Definition
Churn Rate = (Customers Lost During Period / Customers at Start of Period) × 100
Churn rate measures the percentage of customers or subscribers who stop using a product or service during a given time period. It is the most direct indicator of whether a business is delivering enough ongoing value to retain its customer base, and it has a compounding effect on growth, revenue, and customer lifetime value.
View metricCompletion rate
SaaS MetricsMetric Definition
Completion Rate = (Users Who Completed the Process / Users Who Started the Process) × 100
Completion rate measures the percentage of users who finish a defined process or onboarding flow from start to end. It is a direct indicator of how well a product guides users through critical workflows, and a leading signal of activation, retention, and downstream conversion.
View metricGross MRR churn rate
SaaS MetricsMetric Definition
Gross MRR Churn Rate = (Churned MRR + Contraction MRR) / Beginning MRR × 100
Gross MRR churn rate measures the percentage of monthly recurring revenue lost to cancellations and downgrades in a given period. It isolates the revenue damage from customer losses before any offsetting expansion, providing the clearest view of how much revenue the business is haemorrhaging each month.
View metricMRR closed vs quota
SaaS MetricsMetric Definition
MRR Closed vs Quota = (MRR Closed / MRR Quota Target) × 100
MRR closed vs quota measures the actual monthly recurring revenue closed by a sales team or rep as a percentage of their assigned quota. It is the definitive measure of sales execution against plan, connecting individual and team output directly to the revenue targets that drive business growth.
View metricNet MRR churn rate
SaaS MetricsMetric Definition
Net MRR Churn Rate = ((Churned MRR + Contraction MRR − Expansion MRR) / Beginning MRR) × 100
Net MRR churn rate measures the monthly recurring revenue lost to cancellations and downgrades minus the expansion revenue gained from existing customers, expressed as a percentage of starting MRR. It reveals whether the existing customer base is shrinking or growing in value each month.
View metricNet MRR growth rate
SaaS MetricsMetric Definition
Net MRR Growth Rate = ((Ending MRR − Beginning MRR) / Beginning MRR) × 100
Net MRR growth rate measures the month-over-month percentage change in net monthly recurring revenue. It captures the combined effect of new customer acquisition, expansion, contraction, and churn in a single number, making it the most comprehensive measure of SaaS revenue momentum.
View metricSignup to subscriber conversion rate
SaaS MetricsMetric Definition
Signup to Subscriber Conversion Rate = (Paid Subscribers / Total Free Signups) × 100
Signup to subscriber conversion rate measures the percentage of free signups who convert to a paid subscription. It is the critical bridge between acquisition and revenue in product-led growth models, determining how effectively a business monetises its user base.
View metricNet revenue retention
NRR
SaaS MetricsMetric Definition
NRR = ((Beginning MRR + Expansion MRR - Contraction MRR - Churned MRR) / Beginning MRR) x 100
Net revenue retention (NRR) measures the percentage of recurring revenue retained from existing customers over a given period, including expansion, contraction, and churn. An NRR above 100% means existing customers are generating more revenue over time, creating a compounding growth engine that does not depend on new acquisition.
View metricRevenue churn rate
SaaS MetricsMetric Definition
Revenue Churn Rate = (MRR Lost to Cancellations + MRR Lost to Downgrades) / MRR at Start of Period x 100
Revenue churn rate measures the percentage of recurring revenue lost from existing customers during a given period due to cancellations and downgrades. It captures the financial impact of customer losses in a way that simple logo churn cannot, because not all customers contribute equally to revenue.
View metricTrial conversion rate
SaaS MetricsMetric Definition
Trial Conversion Rate = (Trial Users Who Became Paid Customers / Total Trial Users) x 100
Trial conversion rate measures the percentage of free trial users who convert to a paid subscription. It is the bridge between product-led acquisition and revenue, revealing whether your trial experience delivers enough value to persuade users to pay.
View metricCustomer renewal rate
SaaS MetricsMetric Definition
Customer Renewal Rate = (Customers Who Renewed / Customers Up for Renewal) x 100
Customer renewal rate measures the percentage of customers who renew their subscription or contract at the end of its term. It is the most direct measure of whether customers find enough ongoing value to continue paying, and it is the foundation of predictable, recurring revenue.
View metricAdd-on revenue analysis
Incremental revenue from optional extras
SaaS MetricsMetric Definition
Add-on Revenue Share = (Add-on Revenue / Total Subscription Revenue) x 100
Add-on revenue analysis measures the total revenue generated from optional extras attached to subscription plans. It reveals which add-ons drive the most incremental value, how attach rates evolve over time, and whether your catalogue structure is converting upsell opportunities effectively.
View metricCohort retention analysis
Retention curves by sign-up period
SaaS MetricsMetric Definition
Cohort retention analysis groups subscribers by the period they signed up and tracks the percentage that remain active over subsequent months. It reveals whether retention is improving for newer cohorts or whether aggregate figures are masking deterioration beneath the surface.
View metricCoupon redemption rate
Promotional uptake percentage
SaaS MetricsMetric Definition
Coupon Redemption Rate = (Coupons Redeemed / Coupons Issued) x 100
Coupon redemption rate measures the percentage of issued coupons that are actually applied to subscriptions. It is the primary indicator of whether promotional campaigns reach the right audience with compelling offers or waste budget on discounts that go unused.
View metricCustomer churn rate
Subscriber attrition percentage
SaaS MetricsMetric Definition
Customer Churn Rate = (Churned Customers / Customers at Start of Period) x 100
Customer churn rate is the percentage of subscribers who cancel their subscriptions within a given period. It is one of the most important health indicators for any subscription business because even modest churn compounds quickly, requiring ever-larger acquisition volumes just to maintain flat revenue.
View metricCustomer segmentation analysis
Subscriber grouping by value and behaviour
SaaS MetricsMetric Definition
Customer segmentation analysis groups subscribers by attributes such as plan tier, billing frequency, geography, or revenue contribution. It identifies high-value segments, surfaces behavioural patterns, and enables tailored pricing, onboarding, and retention strategies instead of one-size-fits-all approaches.
View metricPlan performance analysis
Subscription tier effectiveness
SaaS MetricsMetric Definition
Plan performance analysis evaluates how each subscription plan contributes to revenue, growth, and retention. It compares plans on metrics such as adoption rate, ARPU, churn, and upgrade/downgrade patterns to reveal which tiers are working and which need restructuring.
View metricPlan upgrade rate
Tier migration frequency
SaaS MetricsMetric Definition
Plan Upgrade Rate = (Upgrades in Period / Active Subscribers at Start of Period) x 100
Plan upgrade rate measures the percentage of subscribers who move to a higher-value plan within a given period. It is a key indicator of product value realisation and expansion revenue potential, representing the most capital-efficient form of revenue growth because upgrades require no acquisition cost.
View metricRevenue cohort analysis
Cohort revenue trajectories over time
SaaS MetricsMetric Definition
Revenue cohort analysis tracks the revenue contribution of subscriber groups over time, grouped by sign-up period. Unlike customer retention cohorts that count heads, revenue cohorts account for expansions and contractions, revealing whether subscribers become more or less valuable as they mature.
View metricSeasonal revenue trends
Cyclical patterns in subscription revenue
SaaS MetricsMetric Definition
Seasonal revenue trends analysis identifies recurring patterns in subscription revenue, sign-ups, and churn across calendar periods. It distinguishes genuine growth or decline from predictable cyclical fluctuations, enabling more accurate forecasting and better-timed campaigns.
View metricSubscription lifecycle analysis
Full journey from sign-up to renewal
SaaS MetricsMetric Definition
Subscription lifecycle analysis maps the complete subscriber journey from trial or initial sign-up through activation, expansion, renewal, and eventual cancellation. It identifies conversion rates and drop-off points at each stage, ensuring teams optimise the whole funnel rather than a single stage in isolation.
View metricSubscription churn rate
Subscriber attrition frequency
SaaS MetricsMetric Definition
Subscription Churn Rate = (Cancelled Subscriptions / Start-of-Period Subscriptions) x 100
Subscription churn rate is the percentage of active subscriptions that are cancelled within a given period. It is a core indicator of product-market fit and customer satisfaction, and the primary drag on subscription growth. Even high acquisition cannot overcome high churn, making it the most leveraged metric for sustainable recurring revenue growth.
View metricSubscription upgrade rate
Plan expansion frequency
SaaS MetricsMetric Definition
Subscription Upgrade Rate = (Upgrades in Period / Active Subscribers at Start of Period) x 100
Subscription upgrade rate is the percentage of subscribers who move to a higher-value plan within a given period. It reflects the effectiveness of upsell motions and pricing tier design, and drives expansion revenue at zero acquisition cost.
View metricChurn risk analysis
Predictive retention metric
SaaS MetricsMetric Definition
Churn Risk Score = Weighted Sum of Risk Signals / Maximum Possible Score
Churn risk analysis is the practice of scoring how likely each customer is to cancel within a defined window, using behavioural, financial, and engagement signals. The output is a risk score per account that ranks customers from safe to at risk. It turns retention from a backward-looking report into a forward-looking signal the team can act on before revenue is lost.
View metricCustomer churn analysis
Why customers leave
SaaS MetricsMetric Definition
Customer Churn Rate = (Customers Lost in Period / Customers at Start of Period) x 100
Customer churn analysis is the practice of measuring how many customers leave and, more importantly, working out why they leave and which kinds of customer leave most. It goes beyond a single churn rate to find the causes and the segments behind it. The aim is to move from knowing that customers are lost to knowing what to change so fewer of them are.
View metricGross revenue retention
GRR
SaaS MetricsMetric Definition
GRR = ((Starting MRR - Churned MRR - Contraction MRR) / Starting MRR) x 100
Gross revenue retention (GRR) is the percentage of recurring revenue a business keeps from its existing customers over a period, before any revenue from upgrades or expansion is counted. It measures pure retention, isolating how much revenue leaks out through churn and downgrades. Because expansion cannot mask the losses, GRR is the cleanest read on whether customers find enough value to stay and keep paying.
View metricInvoluntary churn rate
Passive or delinquent churn
SaaS MetricsMetric Definition
Involuntary Churn Rate = Customers Lost to Failed Payments / Total Customers at Start of Period
Involuntary churn rate is the share of customers or revenue lost not because anyone chose to leave, but because a payment failed and was never recovered. It is caused by expired cards, insufficient funds, and bank declines rather than dissatisfaction. Because these customers still wanted the product, involuntary churn is the most recoverable kind of churn.
View metricLifecycle stage progression
Stage-to-stage movement
SaaS MetricsMetric Definition
Stage Progression Rate = (Contacts Advancing to Next Stage / Contacts Entering Stage) x 100
Lifecycle stage progression measures how contacts move through the defined stages of the customer journey, from subscriber to lead to opportunity to customer. It captures the rate of forward movement between stages, the time spent in each, and where contacts stall, so teams can see how healthy the journey is end to end.
View metricMonthly recurring meetings
MRM
SaaS MetricsMetric Definition
MRM Hours = Sum across recurring series of (Meetings per Month x Average Duration x Average Attendees)
Monthly recurring meetings is the total number of standing, repeating meetings on your calendars each month, often expressed as the person-hours they consume. It measures the fixed meeting load a team carries before any one-off discussion is added. Tracked over time, it reveals whether the organisation is accumulating standing meetings faster than it retires them.
View metricPlan migration analysis
Tier movement flow
SaaS MetricsMetric Definition
Net Migration Rate = ((Upgraded Subscribers - Downgraded Subscribers) / Start-of-Period Subscribers) x 100
Plan migration analysis is the study of how subscribers move between pricing tiers over time, capturing upgrades, downgrades, lateral moves, and churn as a single flow. It shows whether the pricing ladder is pulling customers up toward more value or letting them slide down toward the exit. Read correctly, it tells you which tier transitions earn revenue and which ones quietly bleed it away.
View metricRecurring meeting efficiency trends
Meeting efficiency
SaaS MetricsMetric Definition
Meeting Efficiency = (Decisions Made + Action Items Created) / (Attendees x Meeting Hours)
Recurring meeting efficiency trends measure how the useful output of a standing meeting changes over time, relative to the time and headcount it consumes. They show whether a weekly or monthly meeting is earning its place on the calendar or quietly decaying into a ritual. Tracking the trend, not a single score, is what exposes a meeting that used to work and no longer does.
View metricRevenue concentration analysis
How exposed your revenue is
SaaS MetricsMetric Definition
Top-N Concentration = (Revenue from Top N Customers / Total Revenue) x 100
Revenue concentration analysis measures how much of total revenue depends on a small number of customers, products, or segments. It quantifies the risk that losing one account could damage the whole business. A high concentration means strong relationships but fragile footing; a low one means resilience but often harder growth.
View metricSegment growth rate
Growth within a defined segment
SaaS MetricsMetric Definition
Segment Growth Rate = ((Segment Value End - Segment Value Start) / Segment Value Start) x 100
Segment growth rate is the percentage change in a chosen metric, usually revenue or customers, within a single defined segment over a period. It isolates how fast one slice of the business is expanding rather than blending every slice into one company-wide figure. A strong overall growth rate can hide a stagnant or shrinking segment underneath it.
View metricSubscription change analysis
MRR movement analysis
SaaS MetricsMetric Definition
Net MRR change = New + Expansion + Reactivation - Contraction - Churn
Subscription change analysis is the practice of breaking the period over period change in recurring revenue into its component movements: new business, expansion, contraction, churn and reactivation. It explains not just whether revenue grew, but exactly which forces moved it. Each movement points to a different team and a different action.
View metricSubscription renewal rate
Renewal rate
SaaS MetricsMetric Definition
Subscription renewal rate = (Subscriptions renewed / Subscriptions due for renewal) x 100
Subscription renewal rate is the percentage of subscriptions due to expire in a period that customers actively renew. It measures whether the value you deliver is enough for customers to commit again when the contract comes up. A renewal is a deliberate choice, which makes the rate one of the cleanest signals of product and account health.
View metricUser acquisition cost
UAC
SaaS MetricsMetric Definition
UAC = Total Acquisition Spend / Number of New Users Acquired
User acquisition cost (UAC) is the average amount a business spends to acquire one new user, calculated by dividing total acquisition spend by the number of new users gained in a period. It measures how efficiently marketing and product turn budget into users, and it sits beneath almost every growth target.
View metric
Financial Metrics
EBITDA
Earnings Before Interest, Taxes, Depreciation & Amortisation
Financial MetricsMetric Definition
EBITDA = Net Income + Interest + Taxes + Depreciation + Amortisation
EBITDA measures a company's operating profitability by stripping out financing decisions, tax strategies, and non-cash accounting entries. It is one of the most widely used metrics for comparing the operational performance of businesses across industries.
View metricReturn on investment
ROI
Financial MetricsMetric Definition
ROI = ((Gain from Investment - Cost of Investment) / Cost of Investment) x 100
Return on investment (ROI) measures the gain or loss generated relative to the amount invested. It is the most widely used metric for evaluating the efficiency of an investment and comparing alternative uses of capital.
View metricReturn on equity
ROE
Financial MetricsMetric Definition
ROE = (Net Income / Shareholders' Equity) x 100
Return on equity (ROE) measures how effectively a company uses shareholders' equity to generate profit. It tells investors how many pounds of profit the company produces for every pound of equity invested.
View metricReturn on assets
ROA
Financial MetricsMetric Definition
ROA = (Net Income / Total Assets) x 100
Return on assets (ROA) measures how efficiently a company uses its total asset base to generate profit. It answers the question: for every pound of assets the company controls, how much profit does it produce?
View metricReturn on invested capital
ROIC
Financial MetricsMetric Definition
ROIC = NOPAT / Invested Capital x 100
Return on invested capital (ROIC) measures how effectively a company generates returns from the capital invested in its operations. It is widely regarded as the most accurate measure of a company's true economic profitability.
View metricNet profit margin
Bottom-line profitability
Financial MetricsMetric Definition
Net Profit Margin = (Net Income / Revenue) x 100
Net profit margin measures the percentage of revenue that remains as profit after all expenses, including cost of goods sold, operating expenses, interest, and taxes. It is the ultimate measure of a company's ability to convert revenue into profit.
View metricOperating margin
Core business profitability
Financial MetricsMetric Definition
Operating Margin = (Operating Income / Revenue) x 100
Operating margin measures the percentage of revenue that remains after paying for both cost of goods sold and operating expenses. It isolates the profitability of core business operations, excluding the effects of financing decisions and tax strategies.
View metricCost of goods sold
COGS
Financial MetricsMetric Definition
COGS = Beginning Inventory + Purchases During Period - Ending Inventory
Cost of goods sold (COGS) represents the direct costs attributable to producing the goods or delivering the services that a company sells. It is the single largest determinant of gross margin and a critical input to pricing and profitability analysis.
View metricWorking capital
Short-term financial health
Financial MetricsMetric Definition
Working Capital = Current Assets - Current Liabilities
Working capital is the difference between a company's current assets and current liabilities. It measures the short-term liquidity available to fund day-to-day operations and is a fundamental indicator of financial health.
View metricCurrent ratio
Liquidity measure
Financial MetricsMetric Definition
Current Ratio = Current Assets / Current Liabilities
The current ratio measures a company's ability to pay its short-term obligations using its short-term assets. It is one of the most widely used liquidity metrics for assessing whether a business has sufficient resources to meet its near-term financial commitments.
View metricQuick ratio
Acid-test ratio
Financial MetricsMetric Definition
Quick Ratio = (Cash + Marketable Securities + Accounts Receivable) / Current Liabilities
The quick ratio, also known as the acid-test ratio, measures a company's ability to pay its short-term obligations using only its most liquid assets. It excludes inventory from current assets, providing a stricter liquidity test than the current ratio.
View metricDebt-to-equity ratio
D/E ratio
Financial MetricsMetric Definition
Debt-to-Equity Ratio = Total Debt / Shareholders' Equity
The debt-to-equity ratio measures the proportion of a company's financing that comes from debt versus equity. It is a fundamental measure of financial leverage and risk, revealing how aggressively a company uses borrowed money to fund its operations.
View metricFree cash flow
FCF
Financial MetricsMetric Definition
FCF = Operating Cash Flow - Capital Expenditures
Free cash flow (FCF) measures the cash a business generates from operations after accounting for capital expenditures. It represents the actual cash available to pay dividends, repay debt, fund acquisitions, or invest in growth.
View metricGross profit
Revenue minus cost of goods sold
Financial MetricsMetric Definition
Gross Profit = Revenue - Cost of Goods Sold (COGS)
Gross profit is the revenue remaining after deducting the direct costs of producing goods or delivering services. It represents the profit available to cover operating expenses, debt service, and generate net income.
View metricRevenue growth rate
Top-line growth velocity
Financial MetricsMetric Definition
Revenue Growth Rate = ((Current Period Revenue - Prior Period Revenue) / Prior Period Revenue) x 100
Revenue growth rate measures the percentage increase in revenue over a specified period. It is the most watched metric for assessing whether a business is expanding, stagnating, or declining, and it directly drives company valuation.
View metricOperating cash flow
OCF
Financial MetricsMetric Definition
OCF = Net Income + Non-cash Expenses + Changes in Working Capital
Operating cash flow (OCF) measures the cash generated or consumed by a company's core business operations. It excludes investing and financing activities, providing a clean view of whether the business itself generates cash.
View metricEarnings per share
EPS
Financial MetricsMetric Definition
Basic EPS = (Net Income - Preferred Dividends) / Weighted Average Shares Outstanding
Earnings per share (EPS) measures the portion of a company's profit allocated to each outstanding share of common stock. It is one of the most widely used metrics for comparing profitability across companies and is a key input to the price-to-earnings (P/E) valuation ratio.
View metricCurrent accounts payable
Financial MetricsMetric Definition
Days Payable Outstanding = (Accounts Payable / Cost of Goods Sold) × 365
Current accounts payable represents the total amount of money a business owes to its suppliers, vendors, and creditors for goods and services received but not yet paid for. It is a key current liability on the balance sheet and a critical lever for managing working capital and cash flow.
View metricCurrent accounts receivable
Financial MetricsMetric Definition
Days Sales Outstanding = (Accounts Receivable / Total Credit Sales) × 365
Current accounts receivable represents the total amount of money owed to a business by its customers for goods or services delivered but not yet paid for. It is a key current asset on the balance sheet and a critical factor in cash flow management and working capital efficiency.
View metricRefund rate
Transaction reversal frequency
Financial MetricsMetric Definition
Refund Rate = (Number of Refunded Transactions / Total Transactions) x 100
Refund rate measures the percentage of completed transactions that are subsequently refunded to the customer. It is a direct indicator of product quality, expectation alignment, and post-purchase experience. A rising refund rate erodes revenue, inflates customer acquisition costs, and signals deeper issues with the product or sales process.
View metricChargeback rate
Payment dispute frequency
Financial MetricsMetric Definition
Chargeback Rate = (Number of Chargebacks / Total Transactions) x 100
Chargeback rate measures the percentage of transactions that customers dispute through their card issuer or bank. It is one of the most consequential financial metrics because exceeding card network thresholds can result in penalty fees, increased processing costs, or termination of the ability to accept card payments altogether.
View metricGross profit margin
Revenue efficiency after direct costs
Financial MetricsMetric Definition
Gross Profit Margin = ((Revenue - COGS) / Revenue) x 100
Gross profit margin measures the percentage of revenue that remains after deducting the direct costs of producing or delivering goods and services. It is the first and most important profitability layer in the income statement, revealing whether a business has sufficient pricing power and cost efficiency to fund operations, growth, and profit.
View metricDays sales outstanding
DSO
Financial MetricsMetric Definition
DSO = (Accounts Receivable / Total Credit Sales) x Number of Days
Days sales outstanding (DSO) measures the average number of days it takes a business to collect payment after a sale is made. It is one of the most important cash flow metrics for any business that extends credit to its customers, directly affecting working capital efficiency and the ability to fund operations from operating cash flow rather than external financing.
View metricFailed payment rate
Payment processing failure frequency
Financial MetricsMetric Definition
Failed Payment Rate = (Failed Payment Attempts / Total Payment Attempts) x 100
Failed payment rate measures the percentage of attempted payment transactions that do not complete successfully. For subscription businesses, failed payments are the leading cause of involuntary churn, silently eroding revenue without any customer decision to leave. Reducing failed payment rate is one of the highest-leverage improvements a recurring-revenue business can make.
View metricInvoice collection rate
On-time payment effectiveness
Financial MetricsMetric Definition
Invoice Collection Rate = (Invoices Collected On Time / Total Invoices Issued) x 100
Invoice collection rate measures the percentage of issued invoices that are collected within the agreed payment terms. It is a direct indicator of the effectiveness of the billing and collections process, and a leading signal for cash flow health. A declining collection rate means cash is arriving later than expected, increasing the risk of bad debt and straining working capital.
View metricBudget utilisation rate
Spend vs allocation accuracy
Financial MetricsMetric Definition
Budget Utilisation Rate = (Actual Spend / Allocated Budget) x 100
Budget utilisation rate measures the percentage of allocated budget that is actually spent during a given period. It is a core financial planning and analysis (FP&A) metric that reveals whether the organisation is executing its financial plan effectively, whether budgets are set at appropriate levels, and whether spending is aligned with strategic priorities.
View metricExpense per employee
Operating cost efficiency per head
Financial MetricsMetric Definition
Expense per Employee = Total Operating Expenses / Number of Employees
Expense per employee measures the total operating expenses of a business divided by its headcount. It is a normalised efficiency metric that reveals how much it costs to support each employee and whether the organisation is achieving operating leverage as it grows. A declining expense per employee (in real terms) signals that the business is scaling efficiently.
View metricAverage transaction value
ATV
Financial MetricsMetric Definition
Average Transaction Value = Total Revenue / Number of Transactions
Average transaction value measures the mean monetary value of each completed transaction over a given period. It is a fundamental revenue metric that reveals how much customers spend per purchase, payment, or billing event. Tracking ATV alongside transaction volume gives finance and operations teams a clear picture of whether revenue growth is being driven by more transactions, larger transactions, or both.
View metricCompliance violation rate
Spending policy adherence
Financial MetricsMetric Definition
Compliance Violation Rate = (Non-Compliant Transactions / Total Transactions) x 100
Compliance violation rate measures the percentage of transactions that breach an organisation's spending policies, procurement rules, or regulatory requirements. It is a governance metric that quantifies how effectively internal controls are working and whether employees are adhering to approved spending boundaries. A high violation rate signals gaps in policy communication, enforcement, or the policies themselves.
View metricPayment cycle time
Invoice to payment speed
Financial MetricsMetric Definition
Payment Cycle Time = Average (Payment Date - Invoice Receipt Date)
Payment cycle time measures the average number of days between receiving a supplier invoice and completing the payment. It is a core accounts payable metric that directly affects vendor relationships, early payment discount capture, cash flow forecasting accuracy, and the overall efficiency of the finance function. Shorter payment cycles strengthen supplier trust and often unlock cost savings, while excessively long cycles can damage relationships and lead to supply disruptions.
View metricSubscription growth rate
Net subscriber additions over time
Financial MetricsMetric Definition
Subscription Growth Rate = ((Subscribers at End of Period - Subscribers at Start of Period) / Subscribers at Start of Period) x 100
Subscription growth rate measures the pace at which a business adds net new subscribers over a given period. It is a top-level health metric for any recurring revenue business because the subscriber base is the foundation on which future revenue is built. Unlike revenue growth rate, which can be influenced by pricing changes and expansion revenue, subscription growth rate isolates the volume of customer relationships and reveals whether the business is building a larger or smaller base of paying customers.
View metricGross merchandise volume
GMV
Financial MetricsMetric Definition
GMV = Number of Transactions x Average Transaction Value
Gross merchandise volume is the total monetary value of all goods sold through a marketplace, ecommerce platform, or payment processing channel over a given period. It represents the full transaction value before deducting fees, returns, discounts, and taxes. GMV is the primary scale metric for marketplaces and platforms because it captures the total economic activity flowing through the business, regardless of how much the platform retains as revenue.
View metricCredit note impact analysis
Revenue leakage from refunds and adjustments
Financial MetricsMetric Definition
Credit Note Rate = (Total Credit Note Value / Total Invoiced Revenue) x 100
Credit note impact analysis measures the total value and frequency of credit notes issued against invoices. It quantifies revenue leakage from refunds, billing corrections, and goodwill credits, surfacing patterns that might otherwise erode margins silently.
View metricDunning campaign effectiveness
Payment recovery success rate
Financial MetricsMetric Definition
Dunning Effectiveness = (Recovered Payments / Total Failed Payments) x 100
Dunning campaign effectiveness measures the percentage of failed payments that are successfully recovered through automated retry sequences and customer communication. It quantifies how well the recovery process prevents involuntary churn, which can account for 20 to 40% of total subscriber losses.
View metricGeographic revenue distribution
Revenue breakdown by region
Financial MetricsMetric Definition
Geographic revenue distribution breaks down subscription revenue by country or region. It reveals market concentration, identifies growth opportunities in underserved geographies, highlights currency exposure, and informs decisions about localised pricing and payment methods.
View metricPayment method analysis
Performance comparison across payment types
Financial MetricsMetric Definition
Payment method analysis examines the distribution and performance of payment methods used by subscribers, including credit cards, direct debit, ACH, and digital wallets. It correlates each method with success rates, churn, and collection speed to guide payment strategy.
View metricBudget adherence rate
Financial MetricsMetric Definition
Budget Adherence Rate = (Line Items Within Threshold / Total Line Items) x 100
Budget adherence rate measures the percentage of budget line items or departments that finish a period within an acceptable variance threshold. Unlike budget utilisation rate, which measures total spend as a percentage of budget, adherence rate focuses on the consistency of accuracy across the organisation.
View metricCard activation rate
Financial MetricsMetric Definition
Card Activation Rate = (Cards With At Least One Transaction / Total Cards Issued) x 100
Card activation rate measures the percentage of issued corporate cards that have been activated and used for at least one transaction. It is a leading indicator of spend management programme adoption and reveals whether employees are actually using the cards provisioned for them.
View metricCategory spend analysis
Financial MetricsMetric Definition
Category spend analysis is the process of grouping organisational expenditure into logical categories such as software, travel, marketing, and professional services, then examining patterns within each group. It transforms raw transaction data into actionable intelligence about where money goes and where savings can be found.
View metricDepartment spend analysis
Financial MetricsMetric Definition
Department spend analysis breaks down total organisational expenditure by team or business unit, revealing how each department consumes financial resources. It enables finance leaders to compare spend patterns across departments, identify outliers, and hold cost centre owners accountable for their budgets.
View metricDuplicate payment detection
Financial MetricsMetric Definition
Duplicate Payment Detection Rate = (Duplicates Caught Before Payment / Total Duplicates Identified) x 100
Duplicate payment detection measures the rate at which the accounts payable process identifies and prevents payments that have already been made. Duplicate payments are one of the most common sources of financial leakage, typically accounting for 0.1% to 0.5% of total disbursements in organisations without automated controls.
View metricEmployee reimbursement time
Financial MetricsMetric Definition
Employee Reimbursement Time = Total Days From Submission to Payment / Number of Reimbursements
Employee reimbursement time measures the average number of days between an employee submitting an expense claim and receiving the funds in their account. It is a critical indicator of finance process efficiency and directly affects employee satisfaction and willingness to comply with expense policies.
View metricExpense approval cycle time
Financial MetricsMetric Definition
Expense Approval Cycle Time = Total Hours From Submission to Approval / Number of Expense Reports
Expense approval cycle time measures the average duration from when an expense report is submitted to when it receives final approval. It reveals the efficiency of the expense management workflow and directly affects both employee reimbursement speed and the timeliness of financial reporting.
View metricMaverick spend rate
Financial MetricsMetric Definition
Maverick Spend Rate = (Spend Outside Approved Channels / Total Spend) x 100
Maverick spend rate measures the percentage of total organisational spend that occurs outside approved procurement channels, preferred suppliers, or negotiated contracts. Also known as rogue spend, it represents purchases made without following established procurement processes, eroding negotiated discounts and reducing spend visibility.
View metricMerchant concentration analysis
Financial MetricsMetric Definition
Merchant concentration analysis examines how organisational spend is distributed across suppliers, identifying whether the business is overly dependent on a small number of vendors or whether spend is so fragmented that it prevents volume-based negotiation leverage.
View metricOut-of-policy spend rate
Financial MetricsMetric Definition
Out-of-Policy Spend Rate = (Non-Compliant Spend / Total Spend) x 100
Out-of-policy spend rate measures the percentage of total expenses that violate the organisation's spending policies, such as exceeding per-diem limits, using non-preferred vendors, or booking above-policy travel. It is a direct indicator of policy effectiveness and employee compliance.
View metricReceipt compliance rate
Financial MetricsMetric Definition
Receipt Compliance Rate = (Transactions With Valid Receipts / Total Transactions Requiring Receipts) x 100
Receipt compliance rate measures the percentage of expense transactions that have a valid receipt or supporting document attached. It is a fundamental control metric for finance teams, affecting audit readiness, tax recoverability, and the accuracy of expense categorisation.
View metricRecurring spend analysis
Financial MetricsMetric Definition
Recurring spend analysis identifies and tracks all subscription, contract, and regularly scheduled payments to provide a clear picture of committed expenditure. It reveals the true baseline cost of operating the business and surfaces renewal dates, auto-renewal risks, and opportunities to renegotiate or eliminate recurring charges.
View metricSavings identification rate
Financial MetricsMetric Definition
Savings Identification Rate = (Value of Identified Savings / Total Addressable Spend) x 100
Savings identification rate measures the value of cost savings opportunities discovered by the finance or procurement team as a percentage of total addressable spend. It quantifies how effectively the organisation is finding opportunities to reduce costs, independent of whether those savings are ultimately realised.
View metricSpend by vendor analysis
Financial MetricsMetric Definition
Spend by vendor analysis ranks all suppliers by total expenditure and examines the relationship between vendor spend, contract terms, and business value. It gives finance and procurement teams the data needed to prioritise vendor negotiations, identify consolidation opportunities, and manage supplier risk.
View metricSpend forecast accuracy
Financial MetricsMetric Definition
Spend Forecast Accuracy = (1 - |Actual Spend - Forecasted Spend| / Forecasted Spend) x 100
Spend forecast accuracy measures how closely actual expenditure matches the predicted spend for a given period. It evaluates the quality of the organisation's financial forecasting process and directly affects cash flow planning, budget allocation, and investor confidence in financial guidance.
View metricSubscription waste detection
Financial MetricsMetric Definition
Subscription Waste Rate = (Value of Unused or Underused Subscriptions / Total Subscription Spend) x 100
Subscription waste detection identifies software subscriptions, SaaS tools, and recurring services that are unused, underused, or redundant. It quantifies the value of subscriptions that could be cancelled, downgraded, or consolidated to reduce operating costs without affecting productivity.
View metricT&E spend ratio
Financial MetricsMetric Definition
T&E Spend Ratio = (Total Travel & Entertainment Spend / Total Revenue) x 100
T&E spend ratio measures travel and entertainment expenditure as a percentage of total revenue or total operating expenses. It reveals how much the organisation invests in business travel, client entertainment, meals, and related activities, helping finance teams assess whether this discretionary spend category is proportionate to business needs.
View metricTotal spend under management
Financial MetricsMetric Definition
Spend Under Management = (Managed Spend / Total Organisational Spend) x 100
Total spend under management measures the percentage of organisational expenditure that flows through controlled procurement or spend management channels. It is the broadest indicator of how much financial visibility and control the organisation has over its outgoing cash.
View metricVirtual card adoption rate
Financial MetricsMetric Definition
Virtual Card Adoption Rate = (Transactions on Virtual Cards / Total Eligible Transactions) x 100
Virtual card adoption rate measures the percentage of eligible transactions that use virtual cards rather than physical cards, manual payments, or reimbursements. Virtual cards provide stronger controls through single-use numbers, merchant locks, and predefined spend limits, making them a preferred channel for online purchases and subscription management.
View metricAccounting integration accuracy
Financial MetricsMetric Definition
Accounting Integration Accuracy = (Transactions Synced Without Error / Total Transactions Synced) x 100
Accounting integration accuracy measures the percentage of transactions that sync correctly between the spend management platform and the general ledger or ERP system without requiring manual correction. It is a critical indicator of data pipeline quality that directly affects month-end close speed and financial reporting reliability.
View metricBill payment cycle time
Financial MetricsMetric Definition
Bill Payment Cycle Time = Total Days From Invoice Receipt to Payment / Number of Invoices Paid
Bill payment cycle time measures the average number of days from receiving a vendor invoice to issuing payment. It captures the efficiency of the entire accounts payable workflow, from invoice receipt and data entry through approval, scheduling, and payment execution.
View metricCard spend distribution
Financial MetricsMetric Definition
Card spend distribution analyses how corporate card expenditure is spread across cardholders, categories, merchants, and transaction sizes. It reveals whether card usage is concentrated among a few heavy users or evenly distributed, and whether spending patterns align with policy expectations.
View metricExpense fraud detection rate
Financial MetricsMetric Definition
Expense Fraud Detection Rate = (Fraudulent Transactions Detected / Total Fraudulent Transactions) x 100
Expense fraud detection rate measures the percentage of fraudulent or suspicious expense transactions that are identified by internal controls before they result in financial loss. It evaluates the effectiveness of the organisation's fraud prevention framework across card transactions, reimbursements, and vendor payments.
View metricReconciliation time
Financial MetricsMetric Definition
Reconciliation Time = Hours Spent on Reconciliation Activities / Number of Close Cycles
Reconciliation time measures the total hours or days required to match and verify transactions across financial systems during the close process. It captures the effort spent ensuring that spend management data, bank statements, credit card statements, and the general ledger all agree, and is a key driver of overall close speed.
View metricSpend anomaly detection
Financial MetricsMetric Definition
Anomaly Detection Rate = (Anomalies Flagged and Confirmed / Total Confirmed Anomalies) x 100
Spend anomaly detection identifies transactions or spending patterns that deviate significantly from established baselines. It serves as an early warning system for fraud, process errors, duplicate payments, and unexpected cost spikes, enabling finance teams to investigate and respond before anomalies become material problems.
View metricVendor consolidation savings
Financial MetricsMetric Definition
Vendor Consolidation Savings = Pre-Consolidation Spend - Post-Consolidation Spend
Vendor consolidation savings measures the cost reduction achieved by reducing the number of suppliers and directing spend to fewer, preferred vendors with negotiated terms. It quantifies the financial benefit of strategic sourcing over fragmented, ad-hoc purchasing.
View metricAverage revenue per transaction
Mean payment value per successful charge
Financial MetricsMetric Definition
Average Revenue Per Transaction = Total Revenue / Number of Successful Transactions
Average revenue per transaction measures the mean monetary value of each successful payment processed through your payment system. It reflects pricing effectiveness, purchase behaviour, and product mix across your customer base. Tracking this metric over time reveals whether customers are spending more or less per purchase and helps quantify the impact of pricing changes, bundling strategies, and upsell initiatives.
View metricCharge success rate
Payment authorisation effectiveness
Financial MetricsMetric Definition
Charge Success Rate = (Successful Charges / Total Charge Attempts) x 100
Charge success rate is the percentage of payment attempts that are successfully authorised and captured. It encompasses card network approvals, 3D Secure completions, and gateway processing outcomes. Every percentage point improvement in charge success rate translates directly to recovered revenue that would otherwise be lost to declined payments.
View metricDispute resolution rate
Chargeback win percentage
Financial MetricsMetric Definition
Dispute Resolution Rate = (Disputes Won / Total Disputes) x 100
Dispute resolution rate measures the percentage of chargebacks and payment disputes that are resolved in your favour after evidence submission. It reflects the effectiveness of your dispute management process and directly impacts revenue recovery from contested transactions.
View metricFailed payment recovery rate
Declined revenue recaptured
Financial MetricsMetric Definition
Failed Payment Recovery Rate = (Recovered Payments / Total Failed Payments) x 100
Failed payment recovery rate measures the percentage of initially declined payments that are subsequently collected through retry attempts, card updates, or customer outreach. It quantifies revenue saved from potential loss and is one of the highest-leverage metrics for subscription businesses because recovered payments carry zero acquisition cost.
View metricFraud detection rate
Fraudulent transaction interception
Financial MetricsMetric Definition
Fraud Detection Rate = (Blocked Fraudulent Transactions / Total Fraudulent Attempts) x 100
Fraud detection rate measures the percentage of fraudulent transactions correctly identified and blocked before processing. It reflects the effectiveness of fraud prevention rules and machine learning models. The challenge is maximising detection without creating false positives that block legitimate customers.
View metricGross payment volume
Total transaction throughput
Financial MetricsMetric Definition
GPV = Sum of All Successful Transaction Amounts
Gross payment volume (GPV) is the total monetary value of all transactions processed before deducting fees, refunds, and chargebacks. It represents the overall scale of payment activity and is the top-line figure from which net revenue is derived after all deductions.
View metricNet revenue
Revenue retained after deductions
Financial MetricsMetric Definition
Net Revenue = Gross Payment Volume - Fees - Refunds - Chargebacks
Net revenue is the total payment volume minus processing fees, refunds, chargebacks, and other deductions. It represents the actual revenue retained from payment processing activity and is the figure that flows into your profit and loss statement.
View metricPayment method distribution
Transaction share by payment type
Financial MetricsMetric Definition
Payment method distribution shows the share of transactions processed via each payment method, including cards, bank transfers, digital wallets, and local payment methods. It reveals customer payment preferences and directly influences processing costs, success rates, and chargeback risk.
View metricPayout timing analysis
Settlement cycle measurement
Financial MetricsMetric Definition
Payout timing analysis measures the interval between payment capture and fund settlement to your bank account. It tracks payout schedules, holds, and delays that affect cash flow predictability and working capital management.
View metricRecurring vs one-time revenue
Revenue predictability composition
Financial MetricsMetric Definition
Recurring vs one-time revenue analysis separates subscription-based revenue from single purchases to show the balance between predictable and transactional income streams. It measures the stability of your revenue base and directly influences forecasting accuracy and business valuation.
View metricRevenue by currency
International revenue composition
Financial MetricsMetric Definition
Revenue by currency segments total payment volume by the transaction currency. It reveals international revenue composition and helps quantify foreign exchange exposure for businesses operating across multiple markets.
View metricRevenue by product
Product-level revenue breakdown
Financial MetricsMetric Definition
Revenue by product breaks down total payment volume by product or service line. It shows which offerings contribute most to revenue and how the product mix evolves over time, guiding investment decisions, pricing strategy, and resource allocation.
View metricRevenue per customer
Average monetisation per buyer
Financial MetricsMetric Definition
Revenue Per Customer = Total Revenue / Unique Paying Customers
Revenue per customer divides total revenue by the number of unique paying customers. It captures how effectively you monetise each customer relationship through pricing, upselling, and cross-selling, and is a core lever for revenue growth that does not depend on new customer acquisition.
View metricTransaction fee analysis
Payment processing cost breakdown
Financial MetricsMetric Definition
Transaction fee analysis examines the total and per-transaction cost of payment processing, including platform fees, card network fees, and currency conversion charges. It reveals the true cost of accepting payments and identifies opportunities to reduce processing expenses.
View metricTransfer volume analysis
Platform payment flow measurement
Financial MetricsMetric Definition
Transfer volume analysis tracks the total value and frequency of transfers between platform accounts, particularly relevant for marketplace and Connect-style payment architectures. It measures marketplace payment flow health and connected account activity.
View metricVolume by payment method
Transaction value per payment type
Financial MetricsMetric Definition
Volume by payment method measures the total transaction value processed through each payment method type. It quantifies the financial weight of each method beyond simple transaction counts, revealing which methods carry the most revenue and where cost optimisation will have the greatest impact.
View metricCard decline rate
Payment authorisation failure frequency
Financial MetricsMetric Definition
Card Decline Rate = (Declined Card Transactions / Total Card Transaction Attempts) x 100
Card decline rate is the percentage of card payment attempts that are refused by the issuing bank or card network. It captures both soft declines, which may succeed on retry, and hard declines, which require customer action to resolve. Every declined card is a potential sale lost.
View metricCohort revenue analysis
Revenue patterns by customer vintage
Financial MetricsMetric Definition
Cohort revenue analysis groups customers by the period in which they made their first payment and tracks the revenue each cohort generates over subsequent months. It reveals how monetisation and retention evolve for different acquisition vintages and exposes whether newer customers spend as much as earlier ones.
View metricDispute rate
Transaction dispute initiation frequency
Financial MetricsMetric Definition
Dispute Rate = (Disputes Initiated / Total Transactions) x 100
Dispute rate measures the percentage of transactions that customers formally dispute through their card issuer. Unlike chargeback rate, which focuses on completed chargebacks, dispute rate includes all initiated disputes regardless of outcome. Card networks monitor this figure independently, so even disputes you win count towards monitoring thresholds.
View metricBudget allocation analysis
Where the money goes
Financial MetricsMetric Definition
Allocation share = Category spend / Total budget x 100
Budget allocation analysis is the practice of measuring how a fixed pool of spend is distributed across categories, teams or initiatives, then judging whether that distribution matches stated priorities and returns. It turns a flat list of budget lines into a clear picture of where money is concentrated. It helps you see whether the biggest commitments are actually the ones driving results.
View metricBudget variance analysis
Plan versus actual
Financial MetricsMetric Definition
Variance = Actual - Budget Variance percent = Variance / Budget x 100
Budget variance analysis is the process of measuring the difference between what was budgeted and what actually happened, then explaining why the gap occurred. It separates a single headline miss into the specific drivers behind it. It turns a number that is off plan into a list of actions someone can take.
View metricCard fraud detection rate
Fraud catch rate
Financial MetricsMetric Definition
Card fraud detection rate = (Fraudulent transactions caught / Total fraudulent transactions attempted) x 100
Card fraud detection rate is the percentage of fraudulent card transactions that your fraud controls correctly identify and stop, out of all fraudulent transactions attempted. It tells you how much of the fraud aimed at your card programme you actually catch. A high detection rate protects revenue and cardholders, but only matters when read alongside the false positives it creates.
View metricCard utilisation rate
Credit utilisation
Financial MetricsMetric Definition
Card utilisation rate = (Outstanding balance / Total credit limit) x 100
Card utilisation rate is the percentage of available credit a cardholder is currently using, calculated as the outstanding balance divided by the total credit limit. It signals how much of a line is drawn down at any moment. For lenders it is a leading indicator of credit risk, and for cardholders it influences credit scores and spending headroom.
View metricCash flow impact analysis
Quantifying the cash effect of decisions
Financial MetricsMetric Definition
Cash Flow Impact = Incremental Cash Inflows - Incremental Cash Outflows
Cash flow impact analysis is the practice of measuring how a specific decision, event, or change moves net cash in and out of a business over a defined period. It isolates the cash consequences of one action from everything else happening on the books. The output is a single number, positive or negative, that tells you whether the decision strengthened or drained the cash position.
View metricCost centre efficiency analysis
Output per unit of cost
Financial MetricsMetric Definition
Cost Centre Efficiency = Output Delivered / Cost Centre Spend
Cost centre efficiency analysis measures how much useful output a cost centre produces for each pound it spends. It turns a raw budget line into a ratio you can compare across teams and over time, so a department that simply spends less is not mistaken for one that spends well.
View metricDepartment spending trends
Spend change over time, by team
Financial MetricsMetric Definition
Department spend trend = ((Current period spend - Prior period spend) / Prior period spend) x 100
Department spending trends measure how the expenditure of each team or business unit changes over time, usually as a period-over-period growth rate. They reveal which departments are accelerating their spend, which are flat, and where a sudden change signals a problem or an opportunity. The trend matters more than the absolute figure, because direction is what budget owners can act on.
View metricDuplicate transaction detection rate
Duplicate catch rate
Financial MetricsMetric Definition
Duplicate Transaction Detection Rate = (Duplicates Detected / Total Actual Duplicates) x 100
Duplicate transaction detection rate is the percentage of duplicate transactions that your controls identify before they settle or, where they have already settled, before they cause loss. A duplicate transaction is the same payment processed more than once, whether from a retry, a system error, or fraud. The metric measures how reliably your detection catches these duplicates rather than how many duplicates occur.
View metricEmployee spending behaviour analysis
Spend behaviour
Financial MetricsMetric Definition
Spend Behaviour Score = (In-Policy Spend / Total Spend) x (1 - Outlier Spend Ratio)
Employee spending behaviour analysis is the study of how individuals and teams spend company money, used to surface patterns, outliers, and policy breaches across categories, vendors, and people. It turns raw card and expense transactions into a picture of where money goes and why. Done well, it shifts finance from chasing receipts to shaping behaviour before the spend happens.
View metricExpense categorisation accuracy
Correct coding rate
Financial MetricsMetric Definition
Categorisation Accuracy = (Correctly Categorised Transactions / Total Transactions Reviewed) x 100
Expense categorisation accuracy is the percentage of expense transactions that are coded to the correct general-ledger category. It measures how trustworthy your spend data is before anyone reports on it. When categorisation is wrong, every downstream budget, forecast, and tax figure inherits the error.
View metricFailed payment analysis
Involuntary churn and recovery
Financial MetricsMetric Definition
Payment Failure Rate = Failed Charge Value / Total Charge Value Attempted
Failed payment analysis is the practice of measuring how much recurring revenue is at risk from declined charges, why those charges fail, and how much of that revenue is eventually recovered. It treats a failed payment not as an accident but as a recoverable event with a known set of causes and a measurable recovery rate. Because most failed payments are involuntary, this is usually the cheapest churn to fix in the entire business.
View metricLocation-based spend analysis
Spend by region, site and geography
Financial MetricsMetric Definition
Location Spend Share = (Spend at Location / Total Spend Across All Locations) x 100
Location-based spend analysis is the practice of grouping total expenditure by geographic dimension, such as country, region, city or individual site, to see where money is being spent and why. It turns a single spend figure into a map of cost by place, so you can compare locations against each other and against budget. Done well, it exposes which sites are efficient, which are overspending, and where consolidation or renegotiation would pay off.
View metricMonthly spend velocity
Rate of cash commitment
Financial MetricsMetric Definition
Spend Velocity = (Current Month Spend - Prior Month Spend) / Prior Month Spend
Monthly spend velocity is the rate at which an organisation commits cash each month, including the direction and acceleration of that spend rather than the total alone. It measures not just how much you are spending but how fast that figure is changing. A rising velocity warns that spend is accelerating before the absolute number looks alarming.
View metricPayment method performance
How well each payment type collects revenue
Financial MetricsMetric Definition
Method Success Rate = (Successful Charges on Method / Charge Attempts on Method) x 100
Payment method performance is the measure of how reliably each payment type completes a charge and collects the money owed. It compares cards, direct debit, wallets, and bank transfers on success rate, recovery rate, and cost. It tells you which methods protect revenue and which quietly leak it through failed charges.
View metricPayment retry success rate
Dunning recovery rate
Financial MetricsMetric Definition
Payment Retry Success Rate = (Recovered Failed Payments / Total Failed Payments Retried) x 100
Payment retry success rate is the percentage of failed payments that are later recovered through automated retry attempts. It measures how effectively your dunning process turns a declined charge into collected revenue. A strong retry success rate protects recurring revenue that would otherwise be lost to involuntary churn.
View metricPayment success rate
Authorisation rate
Financial MetricsMetric Definition
Payment Success Rate = (Successful Transactions / Total Attempted Transactions) x 100
Payment success rate is the percentage of attempted payment transactions that are successfully authorised and captured. It measures how reliably your checkout and billing systems turn payment attempts into collected revenue. Even a small dip in payment success rate represents real revenue lost at the final step of the funnel.
View metricPolicy violation rate
Out-of-policy share
Financial MetricsMetric Definition
Policy Violation Rate = (Violating Transactions / Total Transactions Reviewed) x 100
Policy violation rate is the percentage of transactions, actions, or events that breach an organisation policy out of all those checked against it. In spend management it tracks how often expenses, purchases, or card use fall outside the rules. A rising rate signals that either the controls are leaking or the policy no longer matches how the team actually works.
View metricReimbursement processing time
Days to reimburse
Financial MetricsMetric Definition
Reimbursement Processing Time = Total Days From Submission to Payment / Number of Claims Paid
Reimbursement processing time is the average number of days between an employee submitting an expense claim and the money landing in their account. It measures how efficiently the finance process moves a claim through submission, approval, review, and payment. A long processing time is both a finance bottleneck and a quiet tax on employee goodwill.
View metricSeasonal spending patterns
Recurring calendar-driven swings in spend
Financial MetricsMetric Definition
Seasonal Index = (Period Spend / Average Period Spend) x 100
Seasonal spending patterns are the recurring, calendar-driven swings in company spend that repeat at predictable times each year. They show up as reliably heavy months and reliably light ones, driven by budget calendars, renewal timing and event cycles rather than by genuine cost growth. Recognising them stops a spike in one month from being read as overspend when it is simply the shape of the year.
View metricSpend category analysis
Spend by category
Financial MetricsMetric Definition
Category Spend Share = Category Spend / Total Spend x 100
Spend category analysis is the practice of grouping all outgoing spend into defined categories, such as software, travel, marketing, and facilities, so finance can see exactly where money goes and how each category moves over time. It turns a single spend total into a structured view that reveals concentration, growth, and waste. Done well, it is the foundation for budgeting, vendor negotiation, and cost control.
View metricSpend programme effectiveness
Outcome per pound spent
Financial MetricsMetric Definition
Programme Effectiveness = Value Delivered / Programme Spend
Spend program effectiveness measures how much outcome a spending programme produces for each pound it consumes. It connects the money put into a programme, such as a savings initiative, a procurement card scheme, or a vendor consolidation drive, to the result that programme was meant to deliver. The metric answers a single question: is this programme worth the spend behind it.
View metricTime to first payment
TTFP
Financial MetricsMetric Definition
Time to First Payment = Average (First Payment Date - Signup Date)
Time to first payment is the average elapsed time between a customer signing up or being acquired and completing their first paid transaction. It measures how quickly interest converts into revenue. A short time to first payment means the path from acquisition to value is fast and clear, while a long one signals friction in onboarding, pricing, or the purchase flow that delays revenue and weakens early retention.
View metricTransaction success rate
TSR
Financial MetricsMetric Definition
Transaction Success Rate = (Successful Transactions / Total Transaction Attempts) x 100
Transaction success rate is the percentage of attempted transactions that complete successfully out of all transactions attempted in a period. It is a core health signal for any business that processes payments or orders, because every failed transaction is revenue the customer wanted to give you but could not. A small move in this rate can shift revenue more than most growth campaigns.
View metricTransaction volume growth rate
Period-over-period transaction growth
Financial MetricsMetric Definition
Transaction Volume Growth Rate = ((Current Period Transactions - Prior Period Transactions) / Prior Period Transactions) x 100
Transaction volume growth rate is the percentage change in the number of transactions processed from one period to the next. It tracks momentum in activity rather than revenue, which makes it an early signal of demand before that demand shows up in the financials. Used well, it tells you whether growth is coming from more customers, more frequent buying, or both.
View metricVendor concentration risk
Single-supplier dependency exposure
Financial MetricsMetric Definition
Vendor Concentration = Spend with Top Vendor / Total Category Spend
Vendor concentration risk is the exposure a business carries when too large a share of its spend, supply, or critical capability sits with a single vendor. It measures how much damage one supplier failing, raising prices, or walking away would do to operations. The higher the concentration, the more leverage that vendor holds and the harder the business is to keep running without them.
View metricVendor diversification index
VDI
Financial MetricsMetric Definition
VDI = 1 - Sum of (Vendor Spend Share squared)
The vendor diversification index is a single score that measures how evenly a business spreads its spend across the suppliers in a category. It captures in one number whether you depend on one dominant vendor or draw from a balanced pool. A higher index means a more resilient supply base, while a low index signals concentration in a few hands.
View metricVendor payment terms analysis
Payment terms and working capital
Financial MetricsMetric Definition
Weighted Average Payment Terms = Sum of (Vendor Spend x Vendor Terms in Days) / Total Vendor Spend
Vendor payment terms analysis is the practice of measuring and comparing the credit terms a business secures from its suppliers, expressed as the weighted average number of days it is allowed to pay. Longer terms free up cash that would otherwise be tied up in payables. The analysis reveals where the business is paying too early, where it is missing early-payment discounts, and which vendors hold disproportionate leverage over its cash position.
View metricVendor performance scoring
Supplier scorecard
Financial MetricsMetric Definition
Vendor Score = (Quality x Wq) + (Delivery x Wd) + (Cost x Wc) + (Service x Ws)
Vendor performance scoring is a weighted composite that rates each supplier on quality, delivery, cost, and service against agreed standards, producing a single comparable score per vendor. The score turns scattered observations about a supplier into one number you can track over time and compare across the vendor base. It tells you which suppliers to grow, which to develop, and which to replace before a weak one disrupts the business.
View metric
Marketing Metrics
Click-through rate
CTR
Marketing MetricsMetric Definition
CTR = (Clicks / Impressions) × 100
Click-through rate measures the percentage of people who click on a link, ad, or call-to-action after seeing it. It is one of the most fundamental engagement metrics in digital marketing, connecting impressions to action and serving as an early indicator of campaign relevance and audience targeting quality.
View metricCost per click
CPC
Marketing MetricsMetric Definition
CPC = Total Ad Spend / Total Clicks
Cost per click measures the average price you pay each time a user clicks on your ad. It is the foundational pricing metric for pay-per-click advertising and a critical input to [Customer Acquisition Cost](/glossary/saas-metrics/customer-acquisition-cost), connecting ad spend directly to traffic volume.
View metricCost per acquisition
CPA
Marketing MetricsMetric Definition
CPA = Total Campaign Cost / Number of Acquisitions
Cost per acquisition measures the total cost to acquire a single converting user, whether that conversion is a purchase, sign-up, or lead. CPA is the bottom-line efficiency metric for paid marketing, connecting ad spend to actual business outcomes rather than intermediate metrics like clicks or impressions.
View metricCost per lead
CPL
Marketing MetricsMetric Definition
CPL = Total Marketing Spend / Number of Leads Generated
Cost per lead measures the average amount spent to generate a single lead. It is the primary efficiency metric for demand generation teams, connecting marketing spend to pipeline volume and serving as an early indicator of whether campaigns are attracting potential customers at a sustainable cost.
View metricCost per mille
CPM
Marketing MetricsMetric Definition
CPM = (Total Ad Spend / Total Impressions) × 1,000
Cost per mille (CPM) measures the cost of one thousand ad impressions. It is the standard pricing and benchmarking metric for display, video, and brand awareness campaigns where the primary objective is reach rather than clicks or conversions.
View metricReturn on ad spend
ROAS
Marketing MetricsMetric Definition
ROAS = Revenue from Ads / Ad Spend
Return on ad spend measures the revenue generated for every pound spent on advertising. It is the primary profitability metric for paid media, telling you whether your ad campaigns are generating more revenue than they cost and by how much.
View metricBounce rate
Marketing MetricsMetric Definition
Bounce Rate = (Single-Page Sessions / Total Sessions) × 100
Bounce rate measures the percentage of visitors who leave a website after viewing only one page without taking any further action. It is a key engagement metric that signals whether your content and user experience meet visitor expectations set by the referring source.
View metricMarketing qualified leads
MQL
Marketing MetricsMetric Definition
MQL Count = Leads × MQL Qualification Rate
A marketing qualified lead is a prospect who has demonstrated enough engagement or fit to be considered ready for sales outreach. MQL is the handoff point between marketing and sales, making it one of the most important and most contested metrics in B2B organisations.
View metricSales qualified leads
SQL
Marketing MetricsMetric Definition
SQL Count = MQLs × MQL-to-SQL Conversion Rate
A sales qualified lead is a prospect that has been vetted by the sales team and confirmed as a genuine sales opportunity worth pursuing. SQL represents the point where a lead transitions from marketing-generated interest to sales-accepted pipeline.
View metricMarketing ROI
MROI
Marketing MetricsMetric Definition
Marketing ROI = ((Revenue from Marketing - Marketing Cost) / Marketing Cost) × 100
Marketing ROI measures the return generated by marketing investments relative to their cost. It is the definitive metric for evaluating whether marketing spend is creating or destroying value, connecting every pound invested to the revenue or profit it produces.
View metricEmail open rate
Marketing MetricsMetric Definition
Open Rate = (Emails Opened / Emails Delivered) × 100
Email open rate measures the percentage of delivered emails that are opened by recipients. It is one of the most widely tracked email marketing metrics, though recent privacy changes have made it less reliable as a standalone indicator of engagement.
View metricOrganic traffic
Marketing MetricsMetric Definition
Organic Traffic = Impressions × Organic CTR
Organic traffic refers to website visitors who arrive through unpaid search engine results. It is the most cost-efficient acquisition channel for most businesses, compounding over time as content matures and domain authority grows.
View metricConversion rate
CVR
Marketing MetricsMetric Definition
Conversion Rate = (Number of Conversions / Total Visitors or Leads) × 100
Conversion rate measures the percentage of visitors, users, or leads who take a desired action, such as making a purchase, signing up for a trial, or submitting a form. It is the fundamental metric for evaluating the effectiveness of any acquisition funnel, landing page, or marketing campaign.
View metricAd revenue
Marketing MetricsMetric Definition
Ad Revenue = Ad Impressions × CPM / 1,000
Ad revenue is the total income a business generates from displaying advertisements to its audience. It is the primary monetisation model for media publishers, ad-supported apps, and platforms that offer free products funded by advertising.
View metricBrand recall
Marketing MetricsMetric Definition
Brand Recall Rate = (Respondents Who Named Your Brand Unprompted / Total Respondents) × 100
Brand recall measures the percentage of a target audience who can name your brand unprompted when asked about a product category. It is the strongest form of brand awareness and a leading indicator of market share and purchase intent.
View metricBranded search traffic
Marketing MetricsMetric Definition
Branded Search Traffic = Branded Impressions × Branded CTR
Branded search traffic is the volume of website visitors who arrive through search queries that include your brand name or branded terms. It serves as a real-time, quantitative proxy for brand awareness and demand generation effectiveness.
View metricPages viewed per session
Marketing MetricsMetric Definition
Pages per Session = Total Pageviews / Total Sessions
Pages viewed per session measures the average number of pages a visitor views during a single visit to your website. It is a core engagement metric that reflects content quality, site navigation effectiveness, and the depth of visitor interest.
View metricPercentage of new users
Marketing MetricsMetric Definition
Percentage of New Users = (New Users / Total Users) × 100
Percentage of new users measures the proportion of total website visitors who are visiting for the first time. It reveals the balance between audience acquisition and audience retention, and signals how effectively a business is expanding its reach.
View metricPress clippings
Marketing MetricsMetric Definition
Media Impact Score = Number of Clippings × Average Quality Score
Press clippings measure the number and quality of media mentions a brand receives across newspapers, magazines, online publications, broadcasts, and podcasts. They are a core earned media metric used to evaluate the effectiveness of public relations efforts.
View metricSocial media mentions
Marketing MetricsMetric Definition
Net Mention Sentiment = ((Positive Mentions - Negative Mentions) / Total Mentions) × 100
Social media mentions measure the volume and sentiment of public references to your brand, products, or related terms across social platforms. They serve as a real-time indicator of brand visibility, reputation, and audience engagement in the social conversation.
View metricViral coefficient
Marketing MetricsMetric Definition
Viral Coefficient (K) = Invitations per User × Conversion Rate per Invitation
The viral coefficient, also known as the K-factor, measures the average number of new users that each existing user generates through referrals, invitations, or sharing. A viral coefficient above 1.0 means each user brings in more than one new user, creating exponential growth.
View metricWebsite traffic growth
Marketing MetricsMetric Definition
Website Traffic Growth Rate = ((Current Period Sessions - Previous Period Sessions) / Previous Period Sessions) × 100
Website traffic growth measures the rate of increase in total website visitors over a defined period. It is the top-level indicator of whether a business is successfully expanding its digital audience and a prerequisite for scaling online revenue.
View metricUnsubscribe rate
Marketing MetricsMetric Definition
Unsubscribe Rate = (Unsubscribes / Emails Delivered) × 100
Unsubscribe rate measures the percentage of email recipients who opt out of future communications after receiving a message. It is a direct signal of audience dissatisfaction and, when tracked alongside other email metrics, reveals whether your content, frequency, or targeting is misaligned with subscriber expectations.
View metricForm conversion rate
Marketing MetricsMetric Definition
Form Conversion Rate = (Form Submissions / Form Views) × 100
Form conversion rate measures the percentage of users who view a form and successfully submit it. It is a critical micro-conversion metric that directly impacts lead generation, sign-ups, and revenue, making it one of the highest-leverage optimisation targets in digital marketing.
View metricEmail click-through rate
Email CTR
Marketing MetricsMetric Definition
Email CTR = (Unique Clicks / Emails Delivered) × 100
Email click-through rate measures the percentage of email recipients who click on at least one link within an email. Unlike general CTR, which spans ads and search results, email CTR specifically captures how well your email content and calls-to-action drive recipients from the inbox to your website or landing page.
View metricImpression share
IS
Marketing MetricsMetric Definition
Impression Share = (Impressions Received / Total Eligible Impressions) × 100
Impression share measures the percentage of eligible impressions your ads actually received. It tells you how much of the available opportunity you are capturing and, critically, how much you are missing due to budget constraints or ad rank limitations.
View metricQuality score
Marketing MetricsMetric Definition
Quality score is a diagnostic metric in Google Ads that rates the quality and relevance of your keywords, ads, and landing pages on a scale of 1 to 10. It directly influences your ad rank and cost per click, making it one of the most important factors in paid search efficiency.
View metricEmail deliverability rate
Marketing MetricsMetric Definition
Deliverability Rate = (Emails Delivered / Emails Sent) x 100
Email deliverability rate measures the percentage of sent emails that successfully reach the recipient's inbox rather than being blocked, bounced, or routed to spam. It is the foundation metric for every email marketing programme because no other email metric matters if the message never arrives.
View metricCampaign conversion rate
Marketing MetricsMetric Definition
Campaign Conversion Rate = (Conversions / Campaign Recipients) x 100
Campaign conversion rate measures the percentage of campaign recipients or visitors who complete a desired action, such as making a purchase, submitting a form, or signing up for a trial. It is the definitive measure of whether a marketing campaign is achieving its objective, connecting audience reach to business outcomes.
View metricList growth rate
Marketing MetricsMetric Definition
List Growth Rate = ((New Subscribers - Unsubscribes - Bounces) / Total List Size) x 100
List growth rate measures the pace at which an email subscriber list expands over a given period, accounting for new subscribers, unsubscribes, and bounces. It is the health indicator for the top of your email marketing funnel, revealing whether your audience-building efforts are outpacing natural list attrition.
View metricExit rate
Marketing MetricsMetric Definition
Exit Rate = (Exits from Page / Total Pageviews of Page) x 100
Exit rate measures the percentage of pageviews on a given page that were the last in a session. Unlike bounce rate, which only counts single-page sessions, exit rate applies to all sessions regardless of how many pages the visitor viewed before leaving. It reveals which pages are most commonly the final stop in a user journey.
View metricPages per session
Marketing MetricsMetric Definition
Pages Per Session = Total Pageviews / Total Sessions
Pages per session measures the average number of pages a visitor views during a single session on your website. It is a core engagement metric that indicates how effectively your site architecture, content, and internal linking encourage visitors to explore beyond their landing page.
View metricNew user rate
Marketing MetricsMetric Definition
New User Rate = (New Users / Total Users) x 100
New user rate measures the percentage of website visitors who are visiting for the first time within a given period. It indicates how effectively your acquisition channels are reaching new audiences versus re-engaging existing ones, and it shapes how you balance growth investment against retention efforts.
View metricGoal completion rate
Marketing MetricsMetric Definition
Goal Completion Rate = (Goal Completions / Total Sessions) x 100
Goal completion rate measures the percentage of sessions in which a visitor achieves a predefined objective, such as completing a purchase, submitting a form, downloading a resource, or reaching a specific page. It is the metric that directly connects website activity to business outcomes by quantifying how often visitors do what you want them to do.
View metricAd copy testing analysis
Creative A/B testing
Marketing MetricsMetric Definition
Variant Lift = (Variant Conversion Rate - Control Conversion Rate) / Control Conversion Rate x 100
Ad copy testing analysis is the disciplined comparison of two or more ad copy variants to learn which messaging drives better performance against a chosen metric. It replaces opinion about which headline or hook works with measured lift and statistical confidence, so creative decisions rest on evidence rather than taste.
View metricAd frequency analysis
Frequency
Marketing MetricsMetric Definition
Ad frequency = Total impressions / Unique reach
Ad frequency is the average number of times a single person sees your ad during a given period. Analysing it tells you whether you are reaching new people or repeatedly hitting the same audience. It is the bridge between raw impressions and the unique reach those impressions actually delivered.
View metricAttribution modelling
Crediting the channels that convert
Marketing MetricsMetric Definition
Credit to channel = Conversions x Weight assigned by the attribution model
Attribution modelling is the method used to assign credit for a conversion across the marketing touchpoints a customer interacted with before they bought. It turns a list of clicks, opens, and visits into a defensible answer to the question of which channels actually drove revenue. Different models split that credit in different ways, so the model you choose changes which channels look effective.
View metricAudience segmentation
Grouping customers that behave alike
Marketing MetricsMetric Definition
Segment penetration = Customers in segment / Total addressable customers x 100
Audience segmentation is the practice of dividing a customer base into distinct groups whose members share traits or behaviours that make them respond to marketing in similar ways. The aim is to stop treating one average customer and start treating each group on its own terms. Well-built segments lift response because the message, offer, and timing fit the group rather than the mean.
View metricAudience segmentation analysis
Testing whether segments truly differ
Marketing MetricsMetric Definition
Segment distinctiveness = Between-segment variance / Total variance
Audience segmentation analysis is the work of examining your defined segments to confirm that they differ in value, behaviour, and response in ways that justify treating them separately. Where segmentation creates the groups, the analysis judges whether those groups are real, distinct, and worth the effort. It turns a set of labels into evidence about where each marketing pound should go.
View metricAverage position
Search ranking
Marketing MetricsMetric Definition
Average position = sum of (position x impressions) / total impressions
Average position is the mean ranking your pages hold across the search queries they appear for, weighted by how often each query is shown. It tells you, on average, how high up the results page your content sits. A lower number is better, because position one is the top of the page.
View metricBid strategy performance analysis
Paid-media bid effectiveness
Marketing MetricsMetric Definition
Bid Strategy Efficiency = Conversion Value from Strategy / Ad Spend on Strategy
Bid strategy performance analysis is the evaluation of how each bidding approach in a paid-media account turns spend into conversions and revenue. It compares strategies such as manual CPC, target CPA, and target ROAS on cost, efficiency, and outcome metrics. The goal is to find which bidding method delivers the best return for each campaign and budget level.
View metricBroadcast vs campaign performance
One-off sends against sequences
Marketing MetricsMetric Definition
Performance gap = campaign outcome rate minus broadcast outcome rate, on the same audience and goal
Broadcast vs campaign performance is the side-by-side comparison of single one-off sends against structured multi-step campaigns, measured on the same outcomes so a team can see which approach earns its place. A broadcast goes out once to a list; a campaign unfolds as a planned sequence. Comparing them on equal footing shows where each delivers value and where one is quietly carrying the other.
View metricCampaign attribution analysis
Credit across touchpoints
Marketing MetricsMetric Definition
Attributed Conversions (channel) = Sum over conversions of Credit Weight (channel, conversion)
Campaign attribution analysis is the practice of assigning credit for a conversion across the marketing touchpoints a customer interacted with on the way to buying. It turns a single sale into a distribution of influence across channels, campaigns, and ads so spend can be judged on the value it actually creates. The model you choose decides how that credit is shared, which is why the same conversion can look very different under different rules.
View metricCampaign performance comparison
Ranking campaigns on a common basis
Marketing MetricsMetric Definition
Campaign Efficiency Index = (Gross Profit from Campaign / Total Campaign Cost) normalised across all campaigns in the comparison set
Campaign performance comparison is the practice of evaluating multiple marketing campaigns against the same normalised metrics so they can be ranked fairly. It puts campaigns of different size, channel, and goal onto one scale so the team can see which earned the most return per pound spent. It is how a marketing team decides where the next budget should go.
View metricCampaign performance ROI
Return on campaign performance investment
Marketing MetricsMetric Definition
Campaign Performance ROI = ((Gross Profit from Campaign - Total Campaign Cost) / Total Campaign Cost) x 100
Campaign performance ROI is the financial return a campaign earns relative to its cost, measured across the full path from spend to closed revenue. It connects the performance metrics a campaign produces, such as clicks and leads, to the profit those metrics ultimately generate. It answers whether a campaign performed not just busily but profitably.
View metricCampaign ROI
Return on marketing campaign investment
Marketing MetricsMetric Definition
Campaign ROI = ((Revenue from Campaign - Campaign Cost) / Campaign Cost) x 100
Campaign ROI is the net profit a marketing campaign generates expressed as a percentage of its total cost. It tells you whether the money spent on a campaign came back with a return or whether it was a loss. Campaign ROI turns marketing from a cost centre into a measurable investment.
View metricCross-campaign performance analysis
Comparing campaigns on a common basis
Marketing MetricsMetric Definition
Blended Return = Total Attributed Value Across Campaigns / Total Spend Across Campaigns
Cross-campaign performance analysis is the practice of comparing marketing campaigns on a single, normalised return basis so spend can be moved to the campaigns that produce the most value per pound. It puts campaigns with different budgets, channels, and goals on the same scale. The aim is not to rank campaigns for their own sake, it is to decide where the next pound should go.
View metricCustomer lifetime value from ads
Paid-channel LTV
Marketing MetricsMetric Definition
Ad LTV = Average Order Value x Purchases Per Year x Customer Lifespan x Gross Margin
Customer lifetime value from ads is the total profit a business expects from a customer acquired through paid advertising, across the whole relationship. It attributes lifetime value back to the campaign or channel that won the customer, so you can judge ad spend on the revenue it produces over years rather than the conversion it produced today. Two channels with identical acquisition cost can deliver very different lifetime value, and this metric exposes the difference.
View metricCustomer lifetime value from email
Email-attributed LTV
Marketing MetricsMetric Definition
Email LTV = Average Order Value x Email-Driven Purchases Per Year x Customer Lifespan x Gross Margin
Customer lifetime value from email is the total profit a business earns from a customer over their relationship, attributed to the email programme that nurtured and retained them. It measures email not as opens and clicks but as the revenue it sustains across years. Because email mostly works on customers you already have, its lifetime value comes from keeping people active and buying again rather than acquiring them in the first place.
View metricCustomer reactivation rate
Win-back rate
Marketing MetricsMetric Definition
Customer Reactivation Rate = (Reactivated Customers / Eligible Dormant Customers) x 100
Customer reactivation rate is the percentage of previously churned or dormant customers who return to active, paying status within a defined period. It measures how effectively a business recovers lost revenue rather than always replacing it with new acquisition. A healthy reactivation rate lowers the effective cost of growth because winning back a known customer is usually cheaper than acquiring a stranger.
View metricDayparting analysis
Time-of-day performance
Marketing MetricsMetric Definition
Daypart Performance Index = (Metric in Time Slot / Average Metric Across All Slots) x 100
Dayparting analysis is the practice of breaking performance down by hour of the day and day of the week to find when your spend, traffic, or campaigns actually perform. It exists because a daily average flattens out the truth: the same advert can return three times as much at 8pm as it does at 3am. Dayparting turns that hidden pattern into a budgeting and scheduling decision.
View metricEmail attribution analysis
Email revenue credit
Marketing MetricsMetric Definition
Email Attributed Revenue = Total Conversions x Email Credit Share x Average Order Value
Email attribution analysis is the process of assigning revenue and conversions to email campaigns based on the part each email played in a customer journey. It answers a single question: how much of the outcome would not have happened without the email. Done well, it turns email from a channel people assume works into a channel with a measured, defensible contribution to revenue.
View metricEmail deliverability analysis
Inbox placement health
Marketing MetricsMetric Definition
Inbox Placement Rate = (Emails Delivered to Inbox / Emails Sent) x 100
Email deliverability analysis is the process of measuring whether sent email reaches the inbox rather than the spam folder or being blocked entirely. It separates the share that was accepted by a mailbox provider from the share that actually landed where a person would see it. Done well, it explains a fall in opens and clicks that has nothing to do with the message and everything to do with where it was filed.
View metricEmail engagement cohort analysis
Engagement by joined-month
Marketing MetricsMetric Definition
Cohort Engagement Rate = (Engaged Subscribers in Period / Cohort Size at Signup) x 100
Email engagement cohort analysis is the practice of grouping subscribers by when they joined and tracking how their engagement changes in the weeks and months that follow. It replaces a single blended open or click rate with a view of how each intake behaves as it ages. Done well, it shows whether engagement is genuinely improving or whether a flood of new subscribers is masking decay in the people who joined earlier.
View metricEmail engagement rate
The share of recipients who interact
Marketing MetricsMetric Definition
Email Engagement Rate = (Engaged Recipients / Delivered Emails) x 100
Email engagement rate is the percentage of delivered emails that triggered a meaningful interaction, such as an open, click or reply, within a defined window. It tells you whether the people receiving your emails are actually paying attention, rather than whether the email simply landed in the inbox. A healthy engagement rate is the difference between a list that compounds in value and one that quietly decays.
View metricEmail engagement score
A weighted measure of recipient attention
Marketing MetricsMetric Definition
Engagement Score = (Open Weight x Opens) + (Click Weight x Clicks) + (Reply Weight x Replies) - (Decay x Days Since Last Action)
An email engagement score is a single weighted number that summarises how actively an individual recipient interacts with your email, combining opens, clicks, replies and recency into one figure. Unlike a list-wide rate, the score lives at the level of one person, so it can rank, segment and route recipients by how warm they really are. It turns scattered behavioural events into a value you can act on.
View metricEmail engagement scoring
The model that turns behaviour into a score
Marketing MetricsMetric Definition
Recipient Score = Sum of (Action Weight x Action Count) over all actions, adjusted by recency decay and capped to a fixed band
Email engagement scoring is the model and process that assigns each recipient a weighted score from their email behaviour, then keeps that score current and routes recipients by tier. Where a single score is a number, scoring is the whole system that produces it, including the weights, the decay, the refresh cadence and the actions each tier triggers. It is the engine that makes engagement data operational rather than merely observed.
View metricEmail frequency optimisation
Finding the right send cadence
Marketing MetricsMetric Definition
Optimal Frequency = Cadence that maximises (Revenue per Subscriber - List Erosion Cost) per Period
Email frequency optimisation is the practice of finding the number of emails per subscriber per period that maximises total engagement and revenue without driving unsubscribes, spam complaints and inbox fatigue. It treats send cadence as a variable to tune rather than a fixed habit. The goal is the highest sustainable output per subscriber over time, not the most sends this week.
View metricEmail funnel analysis
From delivered to converted
Marketing MetricsMetric Definition
Stage Conversion Rate = Recipients reaching the next stage / Recipients at the current stage x 100
Email funnel analysis is the practice of tracking how recipients move through each stage of an email campaign, from delivered to opened to clicked to converted, and measuring the drop-off at every step. It turns a single open or click number into a stage-by-stage diagnosis. The point is to find the exact stage where prospects fall away so you fix the real leak rather than guessing.
View metricEmail list health score
A single read on list quality
Marketing MetricsMetric Definition
List Health Score = (Engagement x w1) + (Hygiene x w2) + (Deliverability x w3)
An email list health score is a composite measure that combines engagement, list hygiene and deliverability signals into a single figure that reflects how healthy and deliverable an email list is. It rolls scattered signals like open rate, bounce rate, complaints and unengaged volume into one number you can track over time. A strong score means your mail reaches the inbox and earns action. A falling score warns of trouble before deliverability collapses.
View metricEmail revenue attribution
Crediting revenue to email
Marketing MetricsMetric Definition
Email attributed revenue = sum of orders credited to email under the chosen attribution model
Email revenue attribution is the practice of crediting revenue to email campaigns based on the role email played in the path to purchase. It tells you how much money your email programme actually generates, not just how many people opened or clicked. The number you get depends heavily on the attribution model you choose.
View metricEmail revenue per recipient
RPR
Marketing MetricsMetric Definition
Revenue per recipient = email attributed revenue / number of delivered emails
Email revenue per recipient is the average revenue a single email send earns, calculated by dividing the revenue attributed to a campaign by the number of recipients who received it. It tells you what each delivered email is worth, which makes campaigns comparable regardless of list size. A higher number means each contact you reach is generating more value.
View metricEmail ROI
Return on email investment
Marketing MetricsMetric Definition
Email ROI = (email attributed revenue - email programme cost) / email programme cost
Email ROI is the return earned for every pound invested in email marketing, calculated as the profit from email divided by the cost of running the programme. It tells you whether email pays for itself and by how much, expressed as a ratio or a percentage. A higher number means each pound spent on email is working harder.
View metricEmail template performance analysis
Template-level email effectiveness
Marketing MetricsMetric Definition
Template Performance Score = (Weighted Engagement and Conversion Outcomes for the Template) / (Emails Sent with the Template)
Email template performance analysis is the practice of measuring how each reusable email template performs against engagement and conversion goals, then comparing templates to find which layouts, subject lines, copy and calls to action drive the best results. It turns a folder of templates into a ranked, evidence-based library. The goal is to retire weak templates, scale winners, and understand why one template outperforms another.
View metricEmail timing optimisation analysis
Send-time and cadence tuning
Marketing MetricsMetric Definition
Send-Window Lift = (Engagement Rate in the Window) / (Engagement Rate in the Baseline Window) - 1
Email timing optimisation analysis is the practice of measuring how send time, day of week and frequency affect email engagement, then adjusting when emails go out to maximise opens, clicks and conversions. It separates the effect of when an email arrives from the effect of what it says. The goal is to deliver each message at the moment a recipient is most likely to act, rather than at a time that suits the sending team.
View metricEmail unsubscribe rate
Opt-out rate
Marketing MetricsMetric Definition
Unsubscribe Rate = (Unsubscribes / Emails Delivered) x 100
Email unsubscribe rate is the percentage of recipients who opt out of a mailing list after receiving a given email, calculated as unsubscribes divided by emails delivered. It measures how much of your audience a send drives away. A low and stable unsubscribe rate signals that your content matches what people expected when they joined, while a rising rate is an early warning that frequency, relevance or targeting has slipped.
View metricEvent-triggered flow performance
Automated flow conversion
Marketing MetricsMetric Definition
Flow Performance = (Conversions from Flow / Entries into Flow) x 100
Event-triggered flow performance measures how effectively an automated message flow turns a triggering event into the outcome it was built to drive. It captures the whole journey from trigger to conversion, not just whether a message was sent. It tells you whether your automations are earning their place or quietly leaking value.
View metricFlow conversion rate
End-to-end completion of a flow
Marketing MetricsMetric Definition
Flow Conversion Rate = (Users Who Completed the Flow / Users Who Entered the Flow) x 100
Flow conversion rate is the percentage of users who enter a defined multi-step flow and complete it. It measures how well a sequence of steps, such as a signup, checkout, or onboarding flow, carries people from the first step to the goal. It is the headline number that every step-level drop-off rolls up into.
View metricFlow efficiency
Active work as a share of total time
Marketing MetricsMetric Definition
Flow Efficiency = (Active Work Time / Total Cycle Time) x 100
Flow efficiency is the percentage of a work item total time that is spent on active work rather than waiting. It exposes how much of a delivery process is genuine effort and how much is queues and handoffs. Most teams discover that work spends far more time waiting than being worked on, which is exactly what flow efficiency reveals.
View metricImpression share lost (budget)
Lost IS (budget)
Marketing MetricsMetric Definition
Lost IS (Budget) = Impressions Missed Due to Budget / Total Eligible Impressions
Impression share lost to budget is the percentage of eligible ad impressions a campaign missed because its budget was exhausted. It tells you how much demand you could have captured but did not, purely because spend ran out before the auctions did. A high figure means real, ready buyers are seeing a competitor instead of you.
View metricKeyword performance analysis
Search keyword value
Marketing MetricsMetric Definition
Keyword Value = Search Volume x CTR x Conversion Rate x Value per Conversion
Keyword performance analysis is the practice of measuring how each target search keyword contributes to ranking, traffic, and downstream conversion. It moves beyond rank alone to judge a keyword on the qualified visitors and revenue it actually delivers. Done well, it tells you which keywords to invest in and which to drop.
View metricLanding page performance analysis
Visitors to conversions
Marketing MetricsMetric Definition
Landing Page Conversion Rate = (Conversions / Landing Page Sessions) x 100
Landing page performance analysis is the practice of measuring how effectively a single landing page turns visitors into a desired action, usually expressed as a conversion rate. It looks at the full path from arrival to completion, including bounce, engagement and form completion. The point is to find the specific reason a page wins or loses, not just to report the headline rate.
View metricList performance analysis
Email list health
Marketing MetricsMetric Definition
List Performance Score = (Engaged Contacts / Active Contacts) x Revenue per Active Contact
List performance analysis is the practice of measuring how well an email or marketing list converts contacts into engagement and revenue, from delivery through to clicks and purchases. It looks across deliverability, open and click behaviour, unsubscribe rates, and revenue per contact rather than judging a single send. The aim is to understand whether a list is growing in value or quietly decaying.
View metricList quality score
List health index
Marketing MetricsMetric Definition
List Quality Score = (Valid Rate x Engaged Rate) / (1 + Complaint Rate)
List quality score is a composite measure of how clean, deliverable, and engaged an email or marketing list is, expressed as a single index. It combines validity of the addresses, engagement of the contacts, and the rate at which people opt out or complain into one number. The score answers a simple question, which is whether the list is an asset worth investing in or a liability that drags down every campaign.
View metricMarketing attribution analysis
Crediting revenue to channels
Marketing MetricsMetric Definition
Attributed Revenue (Channel) = Sum over Conversions of (Conversion Value x Credit Weight Assigned to Channel)
Marketing attribution analysis is the method of assigning credit for a conversion across the marketing touchpoints that led to it, so each channel can be judged on the revenue it actually influenced. It answers the question every marketing budget depends on: which channels are working and which are coasting on the work of others. The choice of attribution model decides how credit is split, and that choice changes which channels look profitable.
View metricMessage deliverability rate
Inbox placement share
Marketing MetricsMetric Definition
Deliverability rate = (Delivered messages / Sent messages) x 100
Message deliverability rate is the percentage of sent messages that successfully reach the intended recipient, rather than being bounced, blocked or filtered out. It measures whether your messages actually arrive, not just whether you sent them. The rate applies across email, SMS and push channels, and it is the foundation every downstream metric like opens and replies depends on.
View metricMessage frequency optimisation
Sends per recipient per period
Marketing MetricsMetric Definition
Optimal Frequency = arg max ( Engagement per Recipient - Fatigue Cost ) across Sends per Period
Message frequency optimisation is the practice of finding the send cadence that produces the most engagement per recipient while keeping unsubscribes and complaints low. It treats how often you message as a tunable variable rather than a fixed habit. Tracked over time, it shows the point where one more send starts costing more in fatigue than it earns in response.
View metricMessage length distribution
Spread of message lengths
Marketing MetricsMetric Definition
Length Share (band) = Messages in Length Band / Total Messages
Message length distribution is the spread of how long messages are across a body of communication, grouped into bands such as short, medium, and long. It shows whether messages cluster tightly around one length or scatter widely. Tracked over time, the shape of the distribution reveals shifts in how a team or audience communicates that an average alone would hide.
View metricMessage response time by priority
Reply speed split by urgency
Marketing MetricsMetric Definition
Response Time (priority) = Sum of Reply Delays in Tier / Messages Replied to in Tier
Message response time by priority is the average time taken to reply to messages, broken down by how urgent each message is. It separates a fast reply to a routine note from a slow reply to a critical one, which a single overall average blends together. Tracked per priority tier, it shows whether the most urgent messages are actually being handled fastest.
View metricMessage sentiment analysis
Net sentiment score
Marketing MetricsMetric Definition
Net Sentiment Score = ((Positive Messages - Negative Messages) / Total Messages) x 100
Message sentiment analysis is the practice of classifying the emotional tone of customer messages as positive, neutral, or negative, then aggregating those classifications into a single score you can track over time. It turns unstructured text from support tickets, chats, reviews, and social posts into a number that reflects how customers feel. Tracked well, it gives you an early read on satisfaction long before it shows up in churn or revenue.
View metricMessage volume
Inbound contact count
Marketing MetricsMetric Definition
Message Volume = Sum of Inbound Messages Across All Channels in the Period
Message volume is the total number of inbound customer messages a team receives across its channels in a given period. It counts every email, chat, ticket, and social message that needs a response. Tracked over time, it tells you how much demand is hitting your support function and whether that demand is rising faster than your ability to handle it.
View metricNegative keyword analysis
Wasted search spend
Marketing MetricsMetric Definition
Wasted Spend Rate = (Spend on Irrelevant Search Terms / Total Search Spend) × 100
Negative keyword analysis is the process of finding search terms that trigger your paid ads but do not match buyer intent, then measuring the spend wasted on them. It turns a long, messy search-terms report into a single number you can act on: the share of budget spent on traffic that will never convert. Done regularly, it protects budget, lifts conversion rate, and sharpens who actually sees your ads.
View metricNewsletter subscriber churn
List attrition rate
Marketing MetricsMetric Definition
Subscriber Churn Rate = (Subscribers Lost During Period / Subscribers at Start of Period) × 100
Newsletter subscriber churn is the percentage of subscribers who leave your email list in a given period through unsubscribes, hard bounces, spam complaints, and removed unengaged addresses. It is the clearest signal of whether your list is a growing asset or a leaking one. Left unmeasured, churn quietly erodes reach, hurts deliverability, and makes acquisition look more effective than it really is.
View metricRepeat purchase rate from email
Email-driven repeat buying
Marketing MetricsMetric Definition
Repeat Purchase Rate from Email = (Email-Attributed Customers Who Bought Again / Total Email-Attributed Customers) x 100
Repeat purchase rate from email is the percentage of customers acquired or last touched through email who go on to make at least one additional purchase. It isolates the contribution of the email channel to repeat buying, separating it from paid, organic, and direct demand. It tells you whether email is building loyal customers or simply driving one-off transactions.
View metricRevenue attribution by source
Where revenue actually comes from
Marketing MetricsMetric Definition
Source Revenue Share = (Revenue Attributed to Source / Total Attributed Revenue) x 100
Revenue attribution by source is the practice of assigning closed revenue to the channels, campaigns, and touchpoints that influenced each deal. It tells you which sources produce paying customers rather than just clicks or leads. Done well, it turns a flat marketing budget into a ranked list of what to fund next.
View metricSearch query performance
Query-level search effectiveness
Marketing MetricsMetric Definition
Query CTR = (Query Clicks / Query Impressions) x 100
Search query performance measures how well an individual search query drives visibility, clicks, and downstream conversions. It moves the analysis below page and campaign averages to the exact words people type. A single query can carry an entire landing page, or quietly bleed budget with high spend and no conversions.
View metricSearch term analysis
Term-level intent and waste analysis
Marketing MetricsMetric Definition
Search term analysis is the practice of examining the actual terms people type into search to find which drive conversions, which waste spend, and which intents you are missing. It separates the keywords you bid on from the real terms that triggered them. The output is a prioritised list of terms to scale, refine, or exclude.
View metricSequence completion rate
SCR
Marketing MetricsMetric Definition
Sequence Completion Rate = (Entrants Who Reach the Final Step / Total Entrants) x 100
Sequence completion rate is the percentage of people who enter a multi-step sequence and reach the final step. It measures how well a designed series, such as an outreach cadence, an onboarding flow, or an automated email journey, carries people all the way through rather than losing them partway. A high rate means the steps connect smoothly. A low rate means people drop out before the sequence does its job.
View metricSequence performance analysis
Outreach sequence effectiveness
Marketing MetricsMetric Definition
Sequence Conversion Rate = (Prospects Reaching the Goal Step / Prospects Enrolled) x 100
Sequence performance analysis is the practice of measuring how an automated outreach sequence converts enrolled prospects into replies and meetings, step by step. It looks at open, reply, and conversion rates at each touch so you can see which message and which timing carries the result. The point is to find the one step that helps or hurts, not just the sequence average.
View metricTraffic source analysis
Where visitors come from and how they perform
Marketing MetricsMetric Definition
Source Share = Sessions from Source / Total Sessions
Traffic source analysis is the practice of grouping website or app visitors by the channel that brought them and measuring how each channel performs on volume, quality, and conversion. It answers not just how many people arrived but which sources sent the visitors who actually convert. Done well, it shows where to invest acquisition effort and where spend is buying traffic that never turns into outcomes.
View metricTransactional message success rate
Delivery success for transactional messaging
Marketing MetricsMetric Definition
Transactional Message Success Rate = (Successfully Delivered Messages / Total Messages Sent) x 100
Transactional message success rate is the percentage of transactional messages, such as receipts, password resets, and order confirmations, that are successfully delivered to the recipient out of all messages sent. Unlike marketing email, these messages are triggered by a user action and are expected, so a failure is a broken experience rather than a missed promotion. A reset email that never arrives can lock a customer out entirely.
View metricTranscript keyword trending
Keyword frequency over time
Marketing MetricsMetric Definition
Keyword trend = ((Mentions this period / Total transcripts this period) - (Mentions last period / Total transcripts last period)) / (Mentions last period / Total transcripts last period) x 100
Transcript keyword trending is the rate at which a specific word or phrase appears across spoken transcripts over a given period, expressed as mentions per period or as a change versus the previous period. It turns unstructured conversation data into a measurable signal. Teams use it to spot rising themes in sales calls, support tickets, and user interviews before they show up in revenue.
View metric
Sales Metrics
Average contract value
ACV
Sales MetricsMetric Definition
ACV = Total Contract Value / Contract Term in Years
Average contract value measures the average annualised revenue per customer contract. It is a critical SaaS and B2B metric that informs sales strategy, go-to-market model selection, and unit economics by revealing how much revenue each deal typically generates.
View metricAnnual contract value
Sales MetricsMetric Definition
Annual Contract Value = Total Contract Value / Contract Length in Years
Annual contract value is the annualised revenue of a specific customer contract, normalising multi-year deals to a yearly figure. It is used in SaaS and subscription businesses to standardise revenue comparisons across contracts of varying lengths.
View metricWin rate
Sales MetricsMetric Definition
Win Rate = (Closed-Won Deals / Total Closed Deals) × 100
Win rate measures the percentage of sales opportunities that result in a closed-won deal. It is the single most revealing metric of sales effectiveness, indicating how well your team converts qualified pipeline into revenue.
View metricSales pipeline velocity
Sales MetricsMetric Definition
Pipeline Velocity = (Opportunities × Deal Value × Win Rate) / Sales Cycle Length
Sales pipeline velocity measures how quickly deals move through your pipeline and generate revenue. It combines the four core levers of sales performance into a single metric that reveals the rate at which your pipeline converts to closed revenue.
View metricSales cycle length
Sales MetricsMetric Definition
Sales Cycle Length = Sum of Days to Close for All Deals / Number of Deals Closed
Sales cycle length measures the average number of days from the creation of a sales opportunity to its close. It is a key efficiency metric that directly affects pipeline velocity, revenue forecasting accuracy, and the cost of sales.
View metricQuota attainment
Sales MetricsMetric Definition
Quota Attainment = (Actual Revenue Closed / Quota Target) × 100
Quota attainment measures the percentage of a sales target that a rep or team achieves in a given period. It is the primary performance metric for sales organisations, connecting individual and team output to revenue goals.
View metricAverage deal size
Sales MetricsMetric Definition
Average Deal Size = Total Revenue from Closed Deals / Number of Closed Deals
Average deal size measures the mean revenue value of closed-won deals. It is a fundamental sales metric that directly influences pipeline velocity, quota planning, and the economics of your go-to-market model.
View metricPipeline coverage ratio
Sales MetricsMetric Definition
Pipeline Coverage = Open Pipeline Value / Quota (or Revenue Target)
Pipeline coverage ratio measures the value of open pipeline relative to the sales quota or revenue target. It is the primary leading indicator of whether a sales team has enough pipeline to hit its number, providing an early warning system weeks or months before quota is due.
View metricLead-to-customer rate
Sales MetricsMetric Definition
Lead-to-Customer Rate = (New Customers / Total Leads) × 100
Lead-to-customer rate measures the percentage of leads that ultimately become paying customers. It is the end-to-end conversion metric that captures the combined effectiveness of marketing qualification, sales execution, and the customer buying experience.
View metricActivity per rep
Sales MetricsMetric Definition
Activity Per Rep = Total Sales Activities / Number of Reps
Activity per rep measures the total number of sales activities (calls, emails, meetings, demos) completed by each sales representative within a given period. It is a leading indicator of pipeline generation and a fundamental measure of sales team effort and capacity utilisation.
View metricAverage follow-up attempts
Sales MetricsMetric Definition
Average Follow-up Attempts = Total Follow-up Touches / Number of Prospects Contacted
Average follow-up attempts measures the mean number of touches (calls, emails, social messages) a sales team makes before a prospect responds, books a meeting, or converts. It is a critical measure of sales persistence and cadence effectiveness.
View metricAverage purchase value
Sales MetricsMetric Definition
Average Purchase Value = Total Revenue / Number of Transactions
Average purchase value measures the mean revenue generated per completed transaction. It is a fundamental revenue metric that reveals how much customers spend each time they buy, and is one of the most direct levers for increasing total revenue without acquiring additional customers.
View metricLead response time
Sales MetricsMetric Definition
Lead Response Time = Timestamp of First Outreach − Timestamp of Lead Creation
Lead response time measures the elapsed time between a lead being created or expressing interest and the first meaningful sales outreach. It is one of the most impactful metrics in sales because response speed has a direct, measurable effect on contact rates and conversion.
View metricLead velocity rate
Sales MetricsMetric Definition
LVR = ((Qualified Leads This Month − Qualified Leads Last Month) / Qualified Leads Last Month) × 100
Lead velocity rate (LVR) measures the month-over-month percentage growth in the number of qualified leads. It is widely regarded as one of the most reliable leading indicators of future revenue because it captures the momentum of pipeline generation before that pipeline converts to closed deals.
View metricMQL to SQL conversion rate
Sales MetricsMetric Definition
MQL to SQL Rate = (SQLs / MQLs) × 100
MQL to SQL conversion rate measures the percentage of marketing qualified leads that are accepted by sales as sales qualified leads. It is the definitive metric for evaluating the quality of the marketing-to-sales handoff and the alignment between the two teams.
View metricPipeline volume vs goal
Sales MetricsMetric Definition
Pipeline vs Goal = (Current Pipeline Value / Pipeline Target) × 100
Pipeline volume vs goal compares the current total value of sales pipeline to a predefined target, expressed as a percentage or ratio. It is a core planning metric that reveals whether the sales organisation is generating enough pipeline to support its revenue objectives.
View metricSQL to win conversion rate
Sales MetricsMetric Definition
SQL to Win Rate = (Closed-Won Deals from SQLs / Total SQLs) × 100
SQL to win conversion rate measures the percentage of sales qualified leads that ultimately result in closed-won deals. It is the most direct measure of sales execution quality, capturing how effectively the team converts validated opportunities into revenue.
View metricForecast accuracy
Sales MetricsMetric Definition
Forecast Accuracy = (1 - |Actual Revenue - Forecasted Revenue| / Actual Revenue) x 100
Forecast accuracy measures how closely actual sales results match the forecasted figures for a given period. It is the single best indicator of a sales organisation's ability to predict its own performance, and it underpins resource planning, cash flow management, and leadership confidence.
View metricPipeline value
Sales MetricsMetric Definition
Pipeline Value = Sum of Deal Value for All Open Opportunities
Pipeline value is the total monetary value of all open sales opportunities at a given point in time. It represents the potential revenue a sales team could close and is the foundation of revenue forecasting, capacity planning, and sales strategy.
View metricQuote-to-close rate
Sales MetricsMetric Definition
Quote-to-Close Rate = (Quotes That Resulted in Closed Deals / Total Quotes Sent) x 100
Quote-to-close rate measures the percentage of sales quotes or proposals that result in a signed deal. It isolates the effectiveness of the final stage of the sales process, from the moment a formal offer is presented to the moment the buyer commits.
View metricLead conversion rate
Sales MetricsMetric Definition
Lead Conversion Rate = (Converted Leads / Total Leads) x 100
Lead conversion rate measures the percentage of leads that progress to the next meaningful stage in the sales funnel, whether that is becoming a qualified opportunity, a demo booking, or a paying customer. It is the primary indicator of how effectively your top-of-funnel activity translates into commercial outcomes.
View metricDeal size distribution
Sales MetricsMetric Definition
Deal size distribution describes how deal values are spread across the sales pipeline. Rather than relying on a single average, it reveals the shape of your pipeline: whether revenue is concentrated in a few large deals, spread evenly, or dominated by high-volume small transactions. Understanding this shape is critical for accurate forecasting, resource allocation, and risk management.
View metricEmail bounce rate
Sales MetricsMetric Definition
Email Bounce Rate = (Bounced Emails / Emails Sent) x 100
Email bounce rate measures the percentage of sent emails that fail to reach the recipient's inbox. A high bounce rate damages sender reputation, reduces deliverability across all campaigns, and wastes sales outreach effort. For CRM-driven sales teams, it is a leading indicator of data quality in the contact database.
View metricEmail response rate
Sales MetricsMetric Definition
Email Response Rate = (Replies Received / Emails Delivered) x 100
Email response rate measures the percentage of sent emails that receive a reply from the recipient. For sales teams, it is the most meaningful engagement metric because a reply, whether positive or negative, signals that the message reached a real person who read it and felt compelled to respond. Unlike open rate, which can be inflated by automated image loading, response rate reflects genuine human engagement.
View metricAccount-based sales analysis
ABM revenue measurement
Sales MetricsMetric Definition
Account Coverage = (Engaged Target Accounts / Total Target Accounts) x 100
Account-based sales analysis is the measurement of how named target accounts progress from engagement to pipeline to closed revenue under an account-based go-to-market motion. It treats the account, not the individual lead, as the unit of measurement, so coverage, engagement, and win rate are all read at the account level. Done well, it tells you whether your concentrated effort on a defined account list is actually producing revenue.
View metricAccount growth rate
Expansion velocity
Sales MetricsMetric Definition
Account Growth Rate = ((Ending Account Revenue - Starting Account Revenue) / Starting Account Revenue) x 100
Account growth rate is the percentage change in revenue from an existing account or account base over a defined period, driven by upsell, cross-sell, and seat expansion. It isolates how much an account grows after the initial sale, separate from new logo acquisition. A strong account growth rate is one of the clearest signals that customers find expanding value in the product.
View metricAccount health score
Health score
Sales MetricsMetric Definition
Account Health Score = (Usage Score x w1) + (Engagement Score x w2) + (Support Score x w3) + (Commercial Score x w4)
Account health score is a composite measure of how likely a customer account is to renew, expand, or churn, expressed as a single number or band. It combines product usage, engagement, support signals, and commercial data into one figure that customer success teams use to prioritise attention. A falling health score is an early warning long before a renewal date arrives.
View metricAccount penetration rate
Penetration rate
Sales MetricsMetric Definition
Account Penetration Rate = (Current Account Revenue / Total Account Potential) x 100
Account penetration rate measures how much of an account you have captured against its total addressable potential, usually expressed as a percentage. It tells you whether an account is fully developed or has room to grow through more seats, products, departments, or spend. A low penetration rate on a large account is one of the clearest signals of untapped expansion revenue.
View metricCompany segmentation analysis
Account grouping by firmographic value
Sales MetricsMetric Definition
Segment Revenue Share = (Revenue from Segment / Total Revenue) x 100
Company segmentation analysis is the practice of dividing the account base into firmographic groups, such as company size, industry, region, or revenue band, so that performance can be measured and managed per segment rather than in aggregate. It surfaces where revenue concentrates, which segments retain best, and where the cost to serve outweighs the return. Done well, it tells you which slice of accounts deserves which go-to-market and product treatment.
View metricCompany support trends
Support load and experience over time
Sales MetricsMetric Definition
Support Trend Rate = ((Current Period Value - Prior Period Value) / Prior Period Value) x 100
Company support trends are the direction and rate of change in support demand and service quality across the account base over time, read through measures such as ticket volume, resolution time, and satisfaction. They turn point-in-time support metrics into a moving picture, showing whether load is rising faster than the team can absorb and whether the experience is improving or degrading. Done well, they give an early warning of strain before it shows up as churn.
View metricContact-to-deal conversion rate
Contacts that become deals
Sales MetricsMetric Definition
Contact-to-Deal Conversion Rate = (Deals Created / Contacts) x 100
Contact-to-deal conversion rate is the percentage of contacts that turn into a deal or opportunity over a given period. It measures how effectively raw contacts are qualified and progressed into real commercial pipeline. A healthy rate means the contacts entering your funnel are the right ones and the team is working them well.
View metricCross-sell analysis
Selling more to existing customers
Sales MetricsMetric Definition
Cross-Sell Rate = (Customers who bought an additional product) / (Total existing customers offered it)
Cross-sell analysis is the practice of measuring how effectively a business sells additional, complementary products to its existing customers. It looks at which products are bought together, how often customers add a second or third product, and how much extra revenue those additions create. It turns the instinct that customers could buy more into a measured, repeatable motion.
View metricCross-sell email effectiveness
Cross-sell email conversion
Sales MetricsMetric Definition
Cross-Sell Email Effectiveness = (Cross-Sell Conversions / Cross-Sell Emails Delivered) x 100
Cross-sell email effectiveness is the rate at which emails promoting additional or complementary products convert existing customers into buyers of those products. It measures whether your cross-sell campaigns actually generate incremental revenue rather than just impressions. A high rate means your offers are relevant, well-timed, and reaching customers who are ready to buy more.
View metricDeal age distribution
Pipeline freshness
Sales MetricsMetric Definition
Deal Age = Current Date - Deal Creation Date, grouped into age bands
Deal age distribution is the spread of how long every open opportunity has been sitting in your pipeline, grouped into age bands. Instead of one average number, it shows you the full shape: how many deals are fresh, how many are ageing, and how many have quietly gone stale. It is the difference between a pipeline that looks healthy in total and one you can actually trust.
View metricDeal conversion rate
Opportunity to close
Sales MetricsMetric Definition
Deal conversion rate = (Deals won / Total deals worked) x 100
Deal conversion rate is the percentage of qualified opportunities that a sales team closes as won over a given period. It tells you how effectively your pipeline turns into revenue, independent of how many deals you create. A small change in this rate moves forecasted revenue more than almost any other lever a sales leader controls.
View metricDeal loss analysis
Why deals are lost
Sales MetricsMetric Definition
Loss rate = (Deals lost / Total deals decided) x 100
Deal loss analysis is the structured study of why opportunities fail to close, grouping lost deals by reason, stage, and segment to find the largest recoverable patterns. It turns a vague sense that deals are slipping into a ranked list of causes you can act on. The headline figure it produces is the loss rate, the share of decided deals that ended as lost.
View metricDeal size trend analysis
Average deal value over time
Sales MetricsMetric Definition
Average deal size = Total closed-won revenue / Number of deals won
Deal size trend analysis tracks how the average value of closed deals changes over time and explains what is driving the movement. It shows whether each new customer is worth more or less than the last cohort, which feeds directly into revenue forecasting. A rising trend can fund growth, while a quiet decline erodes the economics of every other go-to-market motion.
View metricDeal stage conversion analysis
Stage-to-stage progression rates
Sales MetricsMetric Definition
Stage Conversion Rate = (Deals Advanced to Next Stage / Deals Entering Stage) x 100
Deal stage conversion analysis is the practice of measuring the percentage of deals that advance from each pipeline stage to the next over a defined period. It exposes exactly where opportunities stall, so revenue teams can fix the specific stage that leaks the most deals rather than guessing. The result is a conversion rate for every stage transition, from first qualification through to closed won.
View metricDeal velocity
Speed from creation to close
Sales MetricsMetric Definition
Deal Velocity = Total Days to Close (all won deals) / Number of Won Deals
Deal velocity is the average time it takes a deal to move from creation to closed won, usually measured in days. It tells you how quickly your sales motion converts an opportunity into revenue, and a shorter velocity means cash arrives sooner and reps can work more deals. It is one of the clearest signals of how much friction sits inside your sales process.
View metricDeal velocity analysis
Diagnosing what speeds and slows deals
Sales MetricsMetric Definition
Deal Velocity (per segment) = Total Days to Close in Segment / Number of Won Deals in Segment
Deal velocity analysis is the practice of measuring how quickly deals close and breaking that speed down by stage, segment, source, and rep to find what accelerates or slows them. Where deal velocity gives you a single average, the analysis tells you the reasons behind it. It turns a lagging number into a set of specific, fixable causes of delay.
View metricDevOps pipeline efficiency
Flow efficiency for CI/CD
Sales MetricsMetric Definition
Pipeline Efficiency = (Value-Add Time / Total Lead Time) x 100
DevOps pipeline efficiency is the share of total pipeline lead time that is spent on value-adding work rather than waiting, queueing, or reworking. It measures how cleanly a code change moves from commit to production. A low number means work spends most of its life sitting idle between stages, even when each stage itself runs fast.
View metricLead scoring analysis
Ranking leads by likelihood to convert
Sales MetricsMetric Definition
Lead Score = (Fit Score x Fit Weight) + (Engagement Score x Engagement Weight)
Lead scoring analysis is the practice of assigning a numeric score to each lead that reflects how likely it is to convert, then checking whether that score actually predicts the outcome. The score combines fit, how closely a lead matches the ideal customer, with engagement, how the lead behaves. The analysis part is the test of whether the model still works.
View metricLead source analysis
Comparing channels by what they produce
Sales MetricsMetric Definition
Source Conversion Rate = (Customers from Source / Leads from Source) x 100
Lead source analysis is the practice of breaking leads down by where they came from and comparing each source on volume, conversion and the revenue it eventually produces. It moves the conversation past how many leads a channel delivers to how good those leads are. The goal is to know which sources deserve more budget and which only look productive because they are loud.
View metricLead source attribution
Crediting the channel behind each lead
Sales MetricsMetric Definition
Source Attribution Share = Leads Credited to Source / Total Attributed Leads x 100
Lead source attribution is the practice of assigning each new lead to the marketing channel, campaign, or touchpoint that produced it. It turns a flat lead count into a structured view of where demand comes from, so you can fund the channels that work and starve the ones that do not.
View metricLead source attribution analysis
Comparing channels across models
Sales MetricsMetric Definition
Model Variance = First Touch Share - Last Touch Share (per channel)
Lead source attribution analysis is the practice of comparing how different attribution models credit each channel, then using the differences to understand how demand is really created and captured. It moves a team from one fixed source field to a fuller picture of which channels start, assist, and close the journey.
View metricLead source performance
Ranking channels by quality, not volume
Sales MetricsMetric Definition
Source Performance = (Leads x Conversion Rate x Average Deal Value) / Source Cost
Lead source performance measures how well each channel produces leads that convert and generate revenue, not just how many leads it produces. It ranks sources on conversion rate, cost, and pipeline value together, so budget flows to the channels that actually move the business.
View metricLead time
Request to delivery
Sales MetricsMetric Definition
Lead Time = Delivery Timestamp - Request Timestamp
Lead time is the total elapsed time between a request being made and that request being fulfilled. It spans every stage in between, including the time work spends waiting in queues, so it reflects what a customer or stakeholder actually experiences rather than how long the work itself takes.
View metricLead to opportunity conversion rate
Lead to opp rate
Sales MetricsMetric Definition
Lead to Opportunity Conversion Rate = (Opportunities Created / Leads Created) x 100
Lead to opportunity conversion rate is the percentage of leads that progress into qualified sales opportunities over a given period. It measures how effectively the early funnel turns raw interest into deals worth a salesperson time, bridging the gap between marketing volume and pipeline quality.
View metricOpportunity stage analysis
Reading pipeline health by stage
Sales MetricsMetric Definition
Stage Conversion Rate = (Opportunities Advancing to Next Stage / Opportunities Entering Stage) x 100
Opportunity stage analysis is the practice of measuring how deals move through each stage of a sales pipeline, including the conversion rate between stages, the time spent in each stage, and where deals stall or drop out. It turns a single pipeline number into a stage-by-stage picture of where momentum is won and lost. A healthy pipeline converts predictably from one stage to the next and does not pile up at a single bottleneck.
View metricOpportunity win rate
Win rate
Sales MetricsMetric Definition
Opportunity Win Rate = (Opportunities Won / Total Opportunities Closed) x 100
Opportunity win rate is the percentage of qualified sales opportunities that close as won over a given period. It tells you how efficiently the team converts pipeline into revenue, rather than how much pipeline it generates. A low win rate is a reliable sign that the problem sits in qualification or selling, not in lead volume.
View metricPipeline health score
A composite pipeline quality grade
Sales MetricsMetric Definition
Pipeline Health Score = (Coverage Score x w1) + (Stage Balance Score x w2) + (Deal Ageing Score x w3) + (Activity Score x w4)
Pipeline health score is a composite measure of how reliable your sales pipeline is, blending coverage, stage balance, deal ageing, and activity into one weighted grade. It answers whether the pipeline you are forecasting from is solid or fragile. A high score means the number you commit to is one you can trust.
View metricPipeline stage conversion analysis
Stage to stage progression rates
Sales MetricsMetric Definition
Stage Conversion Rate = Deals Advancing to Next Stage / Deals Entering the Stage
Pipeline stage conversion analysis is the practice of measuring the rate at which deals advance from one sales stage to the next, stage by stage, across the whole funnel. It exposes where deals progress smoothly and where they stall or drop out. The result is a precise map of the weakest point in your sales process.
View metricPipeline velocity
Revenue speed per day
Sales MetricsMetric Definition
Pipeline Velocity = (Opportunities x Average Deal Value x Win Rate) / Sales Cycle Length
Pipeline velocity is the rate at which revenue flows through your sales pipeline, expressed as currency earned per day. It combines opportunity count, deal value, win rate, and sales cycle length into one number. The result tells you how much closed revenue your pipeline generates each day at current performance.
View metricSales forecast accuracy
Forecast versus actual
Sales MetricsMetric Definition
Forecast accuracy = (1 - |Forecast - Actual| / Actual) x 100
Sales forecast accuracy is the measure of how closely a sales forecast matches actual booked results over a period, expressed as a percentage. It tells you whether the numbers leadership plans around can be trusted. A consistently accurate forecast lets a business hire, spend, and commit with confidence, while a volatile one forces everyone to plan twice.
View metricSales funnel analysis
Stage-by-stage conversion
Sales MetricsMetric Definition
Stage Conversion Rate = (Deals Reaching Next Stage / Deals Entering Stage) x 100
Sales funnel analysis is the practice of measuring how prospects move and convert through each stage of the buying process, from first touch to closed deal. It exposes where deals stall and which stage transition is leaking the most revenue. Because it is stage based, it lets you fix one specific handoff rather than guessing at the whole pipeline.
View metricSales pipeline value
Total worth of open deals
Sales MetricsMetric Definition
Pipeline Value = Sum of (Deal Value x Stage Win Probability) for all open deals
Sales pipeline value is the combined monetary worth of all open opportunities in a sales pipeline at a given moment. It tells you how much potential revenue is in play and whether there is enough to hit the target. Weighting each deal by its stage probability turns a raw total into a realistic forecast of what will actually close.
View metricSales rep performance analysis
Per-rep effectiveness
Sales MetricsMetric Definition
Rep Performance Index = (Quota Attainment x Win Rate x Average Deal Size) / Sales Cycle Length
Sales rep performance analysis is the practice of measuring how effectively each individual rep turns activity and pipeline into closed revenue. It moves beyond a single revenue total to show why one rep outperforms another, separating activity, conversion, and deal size. That separation is what makes the analysis coachable rather than just a leaderboard.
View metricSales rep quota attainment
Individual quota attainment
Sales MetricsMetric Definition
Rep Quota Attainment = (Revenue Closed by Rep / Rep Quota Target) x 100
Sales rep quota attainment is the percentage of an individual sales target that a single rep closes in a given period. It isolates one person from the team average, so it is the cleanest read on whether that rep is on track. If a rep carries a quarterly quota of 200,000 pounds and closes 150,000, their attainment is 75%.
View metricTerritory performance analysis
Sales territory health
Sales MetricsMetric Definition
Territory Attainment = Territory Bookings / Territory Quota
Territory performance analysis is the practice of comparing sales results across geographic or account-based territories to find where the team is over-performing, under-performing, and where coverage is misallocated. It turns a single national revenue number into a map of strengths and gaps. Done well, it shows not just which territory is behind, but why.
View metricWin rate by deal size
Segmented win rate
Sales MetricsMetric Definition
Win Rate (band) = Won Deals in Band / Total Closed Deals in Band x 100
Win rate by deal size is the percentage of opportunities that close as won within each deal value band, calculated separately for small, mid, and large deals. It exposes where a sales motion is strong and where it breaks down as deal value rises. Most teams report a single blended win rate that hides these differences entirely.
View metric
Product Metrics
Net Promoter Score
NPS
Product MetricsMetric Definition
NPS = % Promoters - % Detractors
Net Promoter Score measures customer loyalty by asking how likely a customer is to recommend your product or service. It is the most widely used customer experience metric, providing a single number that captures sentiment and predicts growth through word-of-mouth.
View metricCustomer satisfaction score
CSAT
Product MetricsMetric Definition
CSAT = (Satisfied Responses / Total Responses) × 100
Customer satisfaction score measures how satisfied customers are with a specific interaction, product, or experience. Unlike NPS which measures loyalty, CSAT captures satisfaction at a moment in time, making it ideal for evaluating specific touchpoints in the customer journey.
View metricDaily active users
DAU
Product MetricsMetric Definition
DAU = Unique Users Who Performed a Qualifying Action in a Single Day
Daily active users measures the number of unique users who engage with your product on a given day. It is the primary engagement metric for consumer and SaaS products, indicating whether your product has become a daily habit for its users.
View metricMonthly active users
MAU
Product MetricsMetric Definition
MAU = Unique Users Active in the Past 30 Days
Monthly active users counts the number of unique users who engage with your product within a 30-day rolling window. MAU is the broadest measure of your engaged user base and a key metric for growth, monetisation, and investor reporting.
View metricDAU/MAU ratio
Stickiness ratio
Product MetricsMetric Definition
DAU/MAU Ratio = DAU / MAU
The DAU/MAU ratio measures what proportion of monthly active users engage with your product every day. It is the most widely used indicator of product stickiness, revealing how deeply embedded your product is in users' daily routines.
View metricRetention rate
Product MetricsMetric Definition
Retention Rate = (Users Active at End of Period / Users Active at Start of Period) × 100
Retention rate measures the percentage of users or customers who continue to use your product over a given period. It is the most important growth metric because sustainable growth is impossible when users leave faster than they arrive.
View metricFeature adoption rate
Product MetricsMetric Definition
Feature Adoption Rate = (Users Who Used the Feature / Total Active Users) × 100
Feature adoption rate measures the percentage of users who use a specific feature within a given period. It tells product teams whether new features are resonating with users and which existing features are underutilised, guiding investment decisions and roadmap priorities.
View metricTime to value
TTV
Product MetricsMetric Definition
TTV = Time of Value Moment - Time of Sign-Up
Time to value measures how long it takes a new user or customer to experience the core value of your product. It is the most important onboarding metric because users who reach value quickly are dramatically more likely to retain, expand, and advocate.
View metricProduct-market fit score
PMF score
Product MetricsMetric Definition
PMF Score = % of Users Who Say "Very Disappointed"
Product-market fit score measures how disappointed users would be if they could no longer use your product. Based on the Sean Ellis survey method, it is the most direct measure of whether a product has achieved the level of value delivery that sustains organic growth.
View metricSession duration
Product MetricsMetric Definition
Average Session Duration = Total Time of All Sessions / Number of Sessions
Session duration measures the length of time a user spends actively engaged with your product during a single session. It is an engagement depth metric that indicates whether users are finding enough value to invest meaningful time in your product.
View metricCustomer effort score
CES
Product MetricsMetric Definition
CES = Sum of All Effort Ratings / Number of Responses
Customer effort score measures how much effort a customer had to exert to accomplish a goal with your product or service. Research shows that reducing effort is more predictive of customer loyalty than increasing satisfaction, making CES a powerful complement to NPS and CSAT.
View metricApp ranking
Product MetricsMetric Definition
App Ranking = f(Download Velocity, Ratings & Reviews, Engagement Signals, Keyword Relevance)
App ranking refers to the position of a mobile application in app store search results and category charts. It is the primary driver of organic app discovery, directly influencing download volume, install cost, and the long-term viability of a mobile growth strategy.
View metricCost per install
CPI
Product MetricsMetric Definition
CPI = Total Ad Spend / Total Installs
Cost per install measures the average amount spent to acquire a single app installation through paid advertising. It is the foundational efficiency metric for mobile user acquisition, connecting ad spend directly to the volume of new users entering the app.
View metricWeekly active users
WAU
Product MetricsMetric Definition
WAU = Unique Users Who Performed a Qualifying Action in a 7-Day Period
Weekly active users measures the number of unique users who engage with your product at least once during a seven-day window. It bridges the gap between daily and monthly active users, making it the right engagement metric for products with natural weekly usage patterns.
View metricUser retention rate
Product MetricsMetric Definition
Retention Rate = (Users Active in Period N / Users in Original Cohort) × 100
User retention rate measures the percentage of users who return to your product after their first visit or sign-up. It is the most important indicator of product-market fit and long-term product health, because no amount of acquisition can compensate for a product that fails to retain its users.
View metricUser activation rate
Product MetricsMetric Definition
Activation Rate = (Users Who Reached Activation Milestone / Total New Sign-ups) × 100
User activation rate measures the percentage of new sign-ups who reach a predefined activation milestone that signals they have experienced the product's core value. It is the bridge between acquisition and retention, determining whether new users become engaged users or quietly disappear.
View metricFeature stickiness
Product MetricsMetric Definition
Feature Stickiness = (Feature DAU / Feature MAU) × 100
Feature stickiness measures how frequently users return to a specific feature over time. While feature adoption rate tells you how many users try a feature, stickiness tells you whether they keep coming back to it, making it a stronger indicator of genuine feature value and long-term product engagement.
View metricTime to first value
User activation
Product MetricsMetric Definition
Time to First Value = First Value Event Timestamp − Signup Timestamp
Time to first value (TTFV) measures the elapsed time from when a user signs up to when they experience their first meaningful engagement with the product. It captures how quickly the product delivers on its promise, which directly influences whether new users convert into retained customers. Shorter TTFV means higher activation rates, lower early churn, and faster revenue realisation.
View metricFunnel conversion rate
Growth analytics
Product MetricsMetric Definition
Funnel Conversion Rate = (Users Completing Final Step / Users Entering First Step) x 100
Funnel conversion rate measures the percentage of users who complete a multi-step process from entry to final outcome. It captures the efficiency of any sequential workflow: onboarding flows, purchase funnels, feature adoption paths, or trial-to-paid journeys. The metric reveals not just how many users convert overall, but where in the sequence users drop off and how large each drop-off is.
View metricA/B test performance
Experimentation
Product MetricsMetric Definition
Relative Lift = ((Variant Metric Value − Control Metric Value) / Control Metric Value) x 100
A/B test performance is the statistical comparison of how different variants perform against each other on defined success metrics. It captures whether a proposed change (new design, copy, pricing, feature) produces a meaningfully better outcome than the current experience. Rigorous A/B testing replaces opinion-driven decisions with evidence, enabling product teams to invest in changes that demonstrably improve outcomes.
View metricBusiness context layer
The layer that gives AI agents business context
Product MetricsMetric Definition
A business context layer is the part of a data stack that holds a company model of how its business works, so that a metric is never just a number. It records how metrics drive each other, who is accountable for each one, how each metric is defined, and the history of decisions taken and how they turned out. It sits above the semantic layer and the warehouse, which are its sources, and exists so that people and AI agents can act on a number with context rather than guessing at what it means or what to do about it.
View metricA/B testing analysis
Experiment evaluation
Product MetricsMetric Definition
Relative Lift = ((Variant Conversion Rate - Control Conversion Rate) / Control Conversion Rate) x 100
A/B testing analysis is the process of comparing two or more variants shown to randomly assigned groups to decide whether a change produces a meaningfully better outcome on a defined success metric. It combines the observed difference between variants with the statistical confidence that the difference is real and not chance. Done well, it replaces opinion with evidence and tells you which changes are worth shipping.
View metricAverage session duration
ASD
Product MetricsMetric Definition
Average session duration = total session duration / number of sessions
Average session duration is the mean length of time visitors spend on your site or app during a single session. It is a proxy for engagement, showing whether people stay and explore or leave quickly. Read it alongside the actions visitors take, because time alone does not prove value.
View metricCustom event conversion rate
Conversion on events you define
Product MetricsMetric Definition
Custom Event Conversion Rate = (Users Who Fired the Target Event / Users Who Reached the Preceding Step) x 100
Custom event conversion rate is the percentage of users or sessions that complete a specific event you have defined, out of those who reached the step before it. Unlike a generic purchase conversion, the event is one you instrument yourself, such as a workflow activated or a report shared. It measures whether the behaviours you actually care about are happening, not just the ones an analytics tool ships by default.
View metricDashboard utilisation rate
Share of dashboards actually used
Product MetricsMetric Definition
Dashboard Utilisation Rate = (Active Dashboards / Total Published Dashboards) x 100
Dashboard utilisation rate is the share of published dashboards that are actively viewed within a given period, usually the trailing 30 days. It measures whether the reporting a team builds is genuinely used or quietly abandoned. A low rate is a warning that effort is going into dashboards nobody opens.
View metricDevice performance analysis
Performance across devices
Product MetricsMetric Definition
Device performance score = (Load speed score x w1) + (Responsiveness score x w2) + (Stability score x w3)
Device performance analysis is the practice of measuring how well a product loads, responds and stays stable across the range of devices, browsers and networks that real users bring. It exposes where the experience is fast for some users and broken for others, so teams stop optimising for the high-end devices they happen to test on.
View metricDiscussion engagement rate
Active participation in a thread
Product MetricsMetric Definition
Discussion Engagement Rate = (Active Participants / Total Reach) x 100
Discussion engagement rate is the share of an audience that actively participates in a discussion rather than only viewing it. It counts replies, comments, reactions, and votes against the people who saw the thread. A high view count with a low engagement rate means people are reading but not contributing, which is the quiet signal of a community that consumes without participating.
View metricDrop-off analysis
Step abandonment analysis
Product MetricsMetric Definition
Step Drop-off Rate = ((Users Entering Step - Users Completing Step) / Users Entering Step) x 100
Drop-off analysis is the study of where and how many users leave a multi-step flow before completing it. It breaks a funnel, such as signup, onboarding, or checkout, into ordered steps and measures the percentage of users lost at each one. The point is not just to know that people leave, but to find the exact step where they leave and why.
View metricEvent-driven engagement analysis
Connecting actions to engagement
Product MetricsMetric Definition
Engagement Lift = Engaged Rate After Event - Engaged Rate Without Event
Event-driven engagement analysis is the practice of measuring how specific in-product events shape a user engagement, rather than reading engagement as a single aggregate score. It treats each meaningful action a user takes as an event, then studies which events lead to deeper, more durable engagement and which precede drop-off. The result is a clear map from the things users do to the outcomes you care about, so you can design the product around the actions that matter.
View metricEvent frequency analysis
How often the action happens
Product MetricsMetric Definition
Event Frequency = Total Event Occurrences / Active Users in Period
Event frequency analysis measures how often users perform a given action over a period and studies how that rate changes across users, segments, and time. Where a raw event count tells you something happened, frequency analysis tells you whether it is becoming a habit, a one-off, or a fading behaviour. It is the foundation for understanding stickiness, because the cadence of a key action is usually a better predictor of retention than whether the action happened at all.
View metricEvent tracking rate
Tracking coverage
Product MetricsMetric Definition
Event Tracking Rate = (Events Captured / Expected Events) x 100
Event tracking rate is the percentage of user actions that your analytics system successfully captures and records as events. It tells you how trustworthy your product data is. A low tracking rate means decisions are being made on an incomplete picture of what people actually do.
View metricExtension performance analysis
Extension health and contribution
Product MetricsMetric Definition
Extension Performance Score = (Active Installs / Total Installs) x Weekly Retention x Revenue Influence Factor
Extension performance analysis is the practice of measuring how well a browser extension, plugin, or app add-on contributes to acquisition, engagement, retention, and revenue across its full lifecycle. It looks at the funnel from store listing through active use, so you can tell whether an extension is pulling its weight or quietly leaking value. Done properly, it turns a vague sense that an extension is popular into a specific account of where it helps and where it hurts.
View metricFeature delivery cycle time
From first commit to live
Product MetricsMetric Definition
Feature Delivery Cycle Time = Production Release Date - Work Start Date
Feature delivery cycle time is the elapsed time from when active work on a feature begins to when that feature is live in production for users. It measures the speed of your delivery pipeline end to end, not the effort inside any single stage. A shorter cycle time means faster feedback, smaller batches, and a tighter loop between an idea and the evidence of whether it worked.
View metricFeature development cycle time
Commit to production, measured
Product MetricsMetric Definition
Feature Development Cycle Time = Production Release Time - First Commit Time
Feature development cycle time is the elapsed time it takes for a feature to travel from the first line of code written to running in production for users. It measures how quickly your engineering team turns intent into shipped value. A shorter cycle time means faster feedback, smaller batches, and a tighter loop between idea and impact.
View metricFeature flag impact analysis
Measuring what a flag actually changed
Product MetricsMetric Definition
Flag Impact = Metric in Exposed Group - Metric in Control Group
Feature flag impact analysis is the practice of measuring the difference a flagged feature makes to a target metric by comparing the group exposed to the feature against the group that was not. It turns a release switch into a controlled experiment. The output is a clear answer to one question: did turning this feature on move the number we cared about, and by how much.
View metricFunnel analysis
Where users drop off, step by step
Product MetricsMetric Definition
Step conversion = Users reaching step N / Users reaching step N-1
Funnel analysis is the practice of measuring how users move through an ordered sequence of steps towards a goal, counting how many reach each step and how many fall away in between. It locates the step where the most users drop off, so effort goes where it matters. The result is a clear, comparable view of progress and leakage at every stage.
View metricFunnel conversion analysis
Conversion at every step
Product MetricsMetric Definition
Overall conversion = product of all step conversion rates
Funnel conversion analysis is the practice of measuring the conversion rate at each step of a funnel and multiplying them to understand the end-to-end rate. It isolates the step-by-step rates so a weak point shows up as a low conversion rather than a vague drop in volume. The result is a precise view of how efficiently users move from one step to the next.
View metricGeographic performance
Revenue and efficiency by region
Product MetricsMetric Definition
Regional Performance Index = (Region Revenue Share / Region Cost Share) x Region Growth Rate
Geographic performance measures how well a business performs across the regions it sells into, comparing revenue, growth, acquisition cost and retention for each market. It turns a single global number into a map of strong and weak territories. That map tells you where to invest more, where to fix the funnel, and where concentration risk is building.
View metricGeographic performance analysis
Comparing markets side by side
Product MetricsMetric Definition
Region Efficiency Score = (Region Revenue / Region Total Cost) x (1 + Region Growth Rate)
Geographic performance analysis is the practice of comparing regions against each other to find where a business wins efficiently, where it overspends, and where growth is hiding. It moves beyond a single revenue map to ask why each region performs the way it does. The output is a ranked, explained view of every market that guides where to invest and where to fix the funnel.
View metricGoal achievement rate
GAR
Product MetricsMetric Definition
Goal Achievement Rate = (Goals Achieved / Goals Set) x 100
Goal achievement rate is the percentage of set goals that a person, team, or organisation fully achieves within a defined period. It shows how reliably ambition turns into delivered outcomes. A high rate signals that goals are well scoped and the team executes against them, while a low rate points to either unrealistic targets or weak follow-through.
View metricGoal progress tracking
Tracking goals against target
Product MetricsMetric Definition
Goal Progress = (Current Value / Target Value) x 100
Goal progress tracking is the practice of measuring how far a goal has advanced toward its target at any point during the period, expressed as the percentage of the target already reached. It turns a goal from a deadline you discover you have missed into a live position you can read and act on. Done well, it shows not just where a goal stands today but whether the current pace will get it over the line in time.
View metricMobile vs desktop performance
Device performance gap
Product MetricsMetric Definition
Device Performance Gap = Desktop Conversion Rate - Mobile Conversion Rate
Mobile vs desktop performance is the comparison of a key outcome, usually conversion rate, between visitors on mobile devices and visitors on desktop. It surfaces the device performance gap, the difference in how well each platform turns visits into the result you care about. A persistent gap almost always points to a fixable experience problem rather than a difference in intent.
View metricPage abandonment rate
The share of visitors who leave before acting
Product MetricsMetric Definition
Page Abandonment Rate = (Visitors Who Left Without Completing the Action / Total Page Visitors) x 100
Page abandonment rate is the percentage of visitors who land on a page and leave before completing the action that page is meant to drive. It is a precise signal of friction, because it isolates the moment a visitor decided the page was not worth continuing. Unlike a broad bounce metric, it ties directly to a specific outcome you care about.
View metricPage load time impact
Speed to conversion cost
Product MetricsMetric Definition
Load Time Impact = (Conversion Rate at Fast Load - Conversion Rate at Slow Load) x Sessions at Slow Load x Average Order Value
Page load time impact is the measured effect that the time a page takes to load has on downstream outcomes like conversion rate, bounce rate, and revenue. It connects a technical metric to a commercial one so the team can see what a slow page actually costs.
View metricPage and screen views
Pageviews and screenviews
Product MetricsMetric Definition
Page and Screen Views = Sum of Page Views (web) + Sum of Screen Views (app) over the period
Page and screen views is the total count of times pages on a website or screens in an app are loaded or viewed within a period. A page view is fired on the web, a screen view is its equivalent inside a mobile or desktop app, and reporting tools combine them into one volume metric.
View metricParticipant engagement score
PES
Product MetricsMetric Definition
PES = (w1 x Attendance) + (w2 x Interaction) + (w3 x Contribution) + (w4 x Completion), with weights summing to 1
A participant engagement score is a single composite number that summarises how actively a participant took part in a session, course, event, or programme. It blends signals like attendance, interaction, contribution, and completion into one weighted figure so engagement can be tracked and compared.
View metricPin engagement rate
Engagements per impression
Product MetricsMetric Definition
Pin Engagement Rate = Total Engagements / Total Impressions x 100
Pin engagement rate is the share of people who interact with a Pinterest Pin, through saves, clicks, closeups, and reactions, relative to how many times the Pin was shown. It tells you whether a Pin earns attention once it reaches a feed, separate from how far it travels. A high engagement rate is the signal Pinterest uses to distribute a Pin more widely.
View metricProfile enrichment rate
Record completeness rate
Product MetricsMetric Definition
Profile Enrichment Rate = (Enriched Records / Total Records) x 100
Profile enrichment rate is the share of records in a database that have been filled with complete, accurate data beyond what the contact first supplied. It measures how much of your data is actually usable for targeting, scoring, and routing. A low rate quietly degrades every downstream process that depends on knowing who a record represents.
View metricSession frequency
Sessions per user
Product MetricsMetric Definition
Session Frequency = Total Sessions in Period / Active Users in Period
Session frequency is the average number of separate sessions a user starts in a defined period, such as sessions per active user per week. It measures how often people come back, which is the clearest behavioural signal of whether a product has become a habit. A rising figure means the product is pulling users back without prompting.
View metricSilent user identification
Silent user rate
Product MetricsMetric Definition
Silent User Rate = (Users Below Activity Threshold / Total Provisioned Users) x 100
Silent user identification is the practice of finding active accounts that have quietly stopped engaging, even though they still hold a paid licence or open seat. The silent user rate is the share of users who have gone dormant against a defined activity threshold. It surfaces churn risk early, while there is still time to act, rather than waiting for a cancellation.
View metricSprint goal achievement rate
Goal hit rate
Product MetricsMetric Definition
Sprint Goal Achievement Rate = (Sprints With Goal Met / Total Sprints) x 100
Sprint goal achievement rate is the percentage of sprints in which the team meets the goal it set at sprint planning. It measures whether a team can reliably deliver on a stated outcome, not just whether it stays busy. Unlike point-counting metrics, it rewards finishing the thing that mattered.
View metricThread engagement rate
Conversation depth per post
Product MetricsMetric Definition
Thread Engagement Rate = (Engaged Participants / Reach) x 100
Thread engagement rate is the share of an audience that takes part in the conversation around a post, measured as engaged participants divided by reach. It captures whether content sparks a back-and-forth rather than a passive view. A high thread engagement rate means people are replying, quoting, and continuing the discussion, not just scrolling past.
View metricTime between events
Event-to-event interval
Product MetricsMetric Definition
Time Between Events = Average (Event B Timestamp - Event A Timestamp)
Time between events is the average elapsed time that separates two related events in a sequence, such as the gap between a signup and a first purchase or between two consecutive logins. It turns a sequence of timestamps into a single duration you can track and compare. A shortening interval usually signals stronger engagement or a smoother process, while a lengthening one points to friction or fading interest.
View metricUser activity score
Engagement health in one number
Product MetricsMetric Definition
User Activity Score = Sum of (Action Count x Action Weight) over the Period
A user activity score is a single weighted number that summarises how engaged a user is, built from the actions they take inside a product over a period. It rolls behaviours like logins, key feature use, and time in app into one figure so teams can compare users and spot who is thriving or slipping.
View metricUser adoption funnel
From sign-up to habit
Product MetricsMetric Definition
Stage Conversion Rate = Users Reaching the Next Stage / Users at the Current Stage x 100
A user adoption funnel is the sequence of stages a user passes through on the way from first sign-up to becoming a regular, value-getting user, with a conversion rate measured at each step. It shows where users progress and where they drop, turning the path to adoption into a set of numbers a team can act on.
View metricUser adoption rate
Adoption rate
Product MetricsMetric Definition
User Adoption Rate = (Active Users / Total Eligible Users) x 100
User adoption rate is the share of users who actively use a product or feature out of everyone who has access to it. It measures whether the people who could use something actually do, which is the gap that separates a sign-up from a customer who sticks. Tracked over time, it shows whether onboarding, activation, and value delivery are working.
View metricUser engagement cohort analysis
Cohort engagement
Product MetricsMetric Definition
Cohort Engagement(week n) = (Cohort Users Active in Week n / Original Cohort Size) x 100
User engagement cohort analysis groups users by when they started and tracks how their engagement changes over the weeks and months that follow. Instead of a single blended number, it shows whether each cohort holds, decays, or recovers. This reveals whether product changes are improving the experience for the people who join after them.
View metricUser engagement score
Engagement score
Product MetricsMetric Definition
Engagement Score = Sum of (Action Count x Action Weight)
A user engagement score is a single composite number that combines the actions a user takes into one weighted measure of how deeply they use a product. It rolls signals such as frequency, depth, and breadth of use into a figure you can compare across users and track over time. The point is to turn scattered usage events into one number a team can act on.
View metricUser flow analysis
In-product path and drop-off analysis
Product MetricsMetric Definition
Step Completion Rate = Users Advancing to Next Screen / Users Reaching Current Screen
User flow analysis is the practice of measuring the sequence of screens and actions users move through inside a product, and where they stall or leave along the way. It traces the routes people actually take, not the route you designed, and quantifies the completion and drop-off at each step. The result shows you which screen is leaking and what it costs you downstream.
View metricUser group effectiveness
Segment outcome performance
Product MetricsMetric Definition
Group Effectiveness = Group Outcome Rate / Benchmark Outcome Rate
User group effectiveness is a measure of how well a defined group of users reaches a target outcome compared with other groups or with the population as a whole. It splits a blended product or business result by segment so you can see which groups succeed, which lag, and by how much. The result tells you where the average is hiding a group that is either carrying the number or dragging it down.
View metricUser journey analysis
End-to-end stage and drop-off analysis
Product MetricsMetric Definition
Stage Conversion Rate = Users Reaching Next Stage / Users Reaching Current Stage
User journey analysis is the practice of measuring how users progress through the full sequence of stages from first contact to a meaningful outcome, and where they stall or leave along the way. It spans the whole experience, not a single screen, and quantifies the conversion and time spent at each stage. The result shows you which stage of the journey holds people back and what that costs downstream.
View metricUser productivity analysis
Output per active user
Product MetricsMetric Definition
User Productivity = Useful Output Produced / Active Users in Period
User productivity analysis is the study of how much useful output each active user produces in a given period, used to find where adoption, friction, or workflow design is helping or holding people back. It turns raw usage logs into a comparable measure of value created per user. The point is not to rank people, it is to find the parts of the product or process that make some users far more effective than others.
View metricUser segmentation analysis
Grouping users to find patterns
Product MetricsMetric Definition
Segment Metric = Metric Value for Segment / Users in Segment
User segmentation analysis is the practice of dividing a user base into groups that share traits or behaviour, so you can see how value, retention, and conversion differ across the groups rather than reading a single blurred average. It answers which users are worth more, which are at risk, and why the headline number behaves the way it does. The output is not just groups, it is the explanation of what makes one group behave differently from another.
View metricUser story size consistency
Estimate uniformity across the backlog
Product MetricsMetric Definition
Size Consistency = 1 - (Standard Deviation of Story Points / Mean Story Points)
User story size consistency measures how uniform the size of user stories is across a backlog or sprint, usually by comparing the spread of story point estimates against their typical value. Consistent sizing makes velocity predictable and planning trustworthy, while wildly varying story sizes make a sprint forecast little better than a guess. The metric is a health check on estimation discipline, not a target to game.
View metricVariant performance analysis
Measuring lift between test variants
Product MetricsMetric Definition
Lift = (Variant Conversion Rate - Control Conversion Rate) / Control Conversion Rate
Variant performance analysis is the practice of comparing two or more versions of an experience to measure which one drives a target outcome more effectively and by how much. It quantifies the lift one variant produces over a control, then tests whether that difference is large enough to trust. The discipline turns a vague sense that something works into a measured, defensible decision.
View metricWorkflow drop-off analysis
Step abandonment measurement
Product MetricsMetric Definition
Step Drop-Off Rate = (Users Entering Step - Users Completing Step) / Users Entering Step
Workflow drop-off analysis measures how many users enter a multi-step process and how many abandon it at each step, so you can see exactly where a flow leaks. It turns a single completion number into a step-by-step map of where momentum is lost and why. The biggest drop-off step is usually the cheapest place to recover lost users.
View metric
HR & People Metrics
Employee turnover rate
Staff attrition
HR & People MetricsMetric Definition
Turnover Rate = (Separations / Average Headcount) × 100
Employee turnover rate measures the percentage of employees who leave an organisation during a given period. It is one of the most closely watched HR metrics because high turnover disrupts productivity, erodes institutional knowledge, and drives up recruitment and training costs.
View metricEmployee net promoter score (eNPS)
Workforce advocacy
HR & People MetricsMetric Definition
eNPS = % Promoters − % Detractors
Employee net promoter score adapts the classic NPS methodology to measure how likely employees are to recommend their organisation as a place to work. It is a fast, repeatable pulse metric that serves as a leading indicator of engagement, retention, and employer brand strength.
View metricEmployee engagement score
Workforce commitment
HR & People MetricsMetric Definition
Engagement Score = (Sum of Favourable Responses / Total Responses) × 100
Employee engagement score measures the degree to which employees feel committed to, motivated by, and emotionally invested in their work and their organisation. It is a multi-dimensional metric that predicts productivity, retention, and customer satisfaction.
View metricAbsenteeism rate
Unplanned absence
HR & People MetricsMetric Definition
Absenteeism Rate = (Unplanned Absence Days / Total Scheduled Work Days) × 100
Absenteeism rate measures the percentage of scheduled work time lost to unplanned employee absences. It is a critical workforce metric that affects productivity, team morale, and operating costs, and often serves as an early warning indicator for deeper engagement and wellbeing issues.
View metricTime to hire
Hiring velocity
HR & People MetricsMetric Definition
Time to Hire = Offer Acceptance Date − Candidate Application Date
Time to hire measures the number of days between a candidate entering the pipeline and accepting an offer. It is a core recruiting efficiency metric that affects candidate experience, hiring quality, and the organisation's ability to fill critical roles before top talent is lost to competitors.
View metricCost per hire
Recruiting efficiency
HR & People MetricsMetric Definition
Cost per Hire = (Internal Recruiting Costs + External Recruiting Costs) / Total Hires
Cost per hire measures the total expense incurred to fill a single position, including both internal recruiting costs and external spending. It is the primary financial efficiency metric for the talent acquisition function.
View metricOffer acceptance rate
Hiring conversion
HR & People MetricsMetric Definition
Offer Acceptance Rate = (Offers Accepted / Offers Extended) × 100
Offer acceptance rate measures the percentage of job offers that are accepted by candidates. It is a key indicator of the competitiveness of your compensation packages, the effectiveness of your hiring process, and the strength of your employer brand.
View metricEmployee retention rate
Workforce stability
HR & People MetricsMetric Definition
Retention Rate = ((Ending Headcount − New Hires) / Beginning Headcount) × 100
Employee retention rate measures the percentage of employees who remain with the organisation over a given period. It is the positive counterpart to turnover rate and reflects the effectiveness of the organisation's employee value proposition, management quality, and culture.
View metricApplication completion rate
Candidate funnel efficiency
HR & People MetricsMetric Definition
Application Completion Rate = (Submitted Applications / Started Applications) x 100
Application completion rate measures the percentage of candidates who start a job application and successfully submit it. It is a key indicator of the usability and accessibility of your application process, and directly affects the volume and quality of your candidate pipeline.
View metricCandidates per hire
Hiring funnel efficiency
HR & People MetricsMetric Definition
Candidates per Hire = Total Candidates Reviewed / Total Hires
Candidates per hire measures the total number of candidates reviewed or processed to make a single successful hire. It is a core recruiting efficiency metric that reflects the quality of sourcing, the selectivity of the process, and the overall health of the hiring funnel.
View metricCandidates per opening
Talent market demand
HR & People MetricsMetric Definition
Candidates per Opening = Total Applications / Number of Open Positions
Candidates per opening measures the total number of applicants received for each open position. It reflects the attractiveness of your roles, the strength of your employer brand, and the competitive dynamics of the talent market for each role type.
View metricGender pay gap
Pay equity
HR & People MetricsMetric Definition
Gender Pay Gap = ((Median Male Pay − Median Female Pay) / Median Male Pay) x 100
The gender pay gap measures the difference in median (or mean) pay between men and women across an organisation. It is a key indicator of structural pay equity and reflects the combined effects of role distribution, progression opportunity, and compensation practices.
View metricGender ratio
Workforce diversity
HR & People MetricsMetric Definition
Gender Ratio = (Number of Employees of Gender A / Total Employees) x 100
Gender ratio measures the proportion of employees by gender across an organisation or within specific teams, levels, and functions. It is a foundational diversity metric that reveals structural imbalances in representation and informs targeted interventions to build a more balanced workforce.
View metricHeadcount
Workforce size
HR & People MetricsMetric Definition
Headcount = Total Number of Active Employees
Headcount is the total number of employees in an organisation at a given point in time. It is the most fundamental workforce metric, serving as the foundation for capacity planning, budgeting, organisational design, and virtually every other HR and people metric.
View metricHires by department
Hiring distribution
HR & People MetricsMetric Definition
Departmental Hire Share = (Hires in Department / Total Hires) x 100
Hires by department measures the distribution of new hires across organisational functions over a given period. It reveals where the organisation is investing its growth capacity and whether hiring patterns align with strategic priorities.
View metricHires by month
Hiring velocity trend
HR & People MetricsMetric Definition
Hires by Month = Count of New Employees with Start Date in the Month
Hires by month tracks the number of new employees who join the organisation each month. It is the primary measure of hiring velocity and reveals seasonal patterns, recruiting capacity constraints, and whether the organisation is on track to meet its headcount targets.
View metricLength of service
Employee tenure
HR & People MetricsMetric Definition
Average Length of Service = Sum of All Employees' Tenure / Total Number of Employees
Length of service measures the average duration of employment for current employees, typically expressed in years or months. It is a key indicator of workforce stability, institutional knowledge retention, and the effectiveness of the organisation's employee value proposition over time.
View metricNew hire turnover rate
Early-tenure attrition
HR & People MetricsMetric Definition
New Hire Turnover Rate = (New Hires Who Left Within First Year / Total New Hires) × 100
New hire turnover rate measures the percentage of employees who leave the organisation within their first year of employment. It is a critical indicator of hiring quality, onboarding effectiveness, and the accuracy of expectations set during the recruitment process.
View metricNew starters per month
Hiring volume
HR & People MetricsMetric Definition
New Starters per Month = Count of Employees with Start Dates in the Month
New starters per month measures the number of employees who begin employment with the organisation in a given calendar month. It is a fundamental workforce planning metric that reflects recruiting output, growth execution, and the organisation's capacity to absorb new talent.
View metricPassive candidate hire rate
Sourcing effectiveness
HR & People MetricsMetric Definition
Passive Candidate Hire Rate = (Hires from Passive Candidates / Total Hires) × 100
Passive candidate hire rate measures the percentage of total hires who were not actively seeking a new role when they were first contacted by the organisation. It reflects the maturity and reach of the sourcing function and the strength of the employer brand.
View metricPermanent to freelance staff ratio
Workforce composition
HR & People MetricsMetric Definition
Permanent to Freelance Ratio = Permanent Headcount / Freelance and Contract Headcount
The permanent to freelance staff ratio measures the proportion of permanent employees relative to freelance, contract, and contingent workers in the organisation. It is a strategic workforce planning metric that reflects the balance between stability and flexibility in the talent model.
View metricSource of hire
Recruiting channel analysis
HR & People MetricsMetric Definition
Source of Hire (%) = (Hires from a Specific Source / Total Hires) × 100
Source of hire tracks the recruitment channels through which successful candidates enter the hiring pipeline. It is the foundational metric for understanding which sourcing investments produce actual hires and which consume budget without delivering results.
View metricTime to fill
Recruiting cycle length
HR & People MetricsMetric Definition
Time to Fill = Offer Acceptance Date − Requisition Open Date
Time to fill measures the number of days between a job requisition being opened and a candidate accepting the offer for that role. It captures the full recruiting cycle from the employer's perspective, including approval, sourcing, interviewing, and offer negotiation.
View metricTraining expenses
Learning and development investment
HR & People MetricsMetric Definition
Training Expenses per Employee = Total Training Spend / Average Headcount
Training expenses measure the total organisational spend on employee learning and development, including formal programmes, external courses, certifications, coaching, and the time cost of training delivery. It is the primary financial metric for evaluating the scale and efficiency of the L&D function.
View metricYield ratio
Recruitment funnel efficiency
HR & People MetricsMetric Definition
Yield Ratio = (Candidates Advancing to Next Stage / Candidates at Current Stage) × 100
Yield ratio measures the percentage of candidates who advance from one stage of the recruitment process to the next. It is the conversion rate metric for the hiring funnel, revealing where candidates drop out and which stages are the most effective filters.
View metric
Operations Metrics
Average order value (AOV)
Revenue per transaction
Operations MetricsMetric Definition
AOV = Total Revenue / Number of Orders
Average order value measures the mean amount spent each time a customer places an order. It is a core e-commerce and retail metric that directly influences revenue, profitability, and customer acquisition efficiency.
View metricCart abandonment rate
Checkout drop-off
Operations MetricsMetric Definition
Cart Abandonment Rate = (1 − Completed Purchases / Carts Created) × 100
Cart abandonment rate measures the percentage of online shopping carts that are created but not converted into completed purchases. It is one of the most impactful e-commerce metrics because it represents revenue that was within reach but lost at the final stage of the buying journey.
View metricInventory turnover
Stock efficiency
Operations MetricsMetric Definition
Inventory Turnover = Cost of Goods Sold / Average Inventory
Inventory turnover measures how many times a business sells and replaces its inventory during a given period. It is a critical operations and finance metric that reveals how efficiently capital is being deployed in stock.
View metricOrder fulfilment cycle time
Order-to-delivery speed
Operations MetricsMetric Definition
Fulfilment Cycle Time = Delivery Date − Order Placement Date
Order fulfilment cycle time measures the total elapsed time from when a customer places an order to when they receive it. It is a critical operations metric that directly affects customer satisfaction, repeat purchase rates, and competitive positioning.
View metricOn-time delivery rate
Delivery reliability
Operations MetricsMetric Definition
On-Time Delivery Rate = (Orders Delivered On Time / Total Orders Delivered) × 100
On-time delivery rate measures the percentage of orders delivered by the promised date. It is a critical customer experience metric that directly affects satisfaction, loyalty, and the organisation's reputation for reliability.
View metricFirst contact resolution (FCR)
Support effectiveness
Operations MetricsMetric Definition
FCR Rate = (Issues Resolved on First Contact / Total Issues Handled) × 100
First contact resolution measures the percentage of customer enquiries resolved during the first interaction without requiring follow-up contacts, transfers, or escalations. It is the single most influential metric for customer satisfaction in support operations.
View metricCapacity utilisation rate
Resource efficiency
Operations MetricsMetric Definition
Capacity Utilisation Rate = (Actual Output / Maximum Possible Output) × 100
Capacity utilisation rate measures the percentage of total available production or operational capacity that is actually being used. It reveals whether an organisation is underusing its resources or pushing them beyond sustainable limits.
View metricCycle time
Process speed
Operations MetricsMetric Definition
Cycle Time = Process End Time − Process Start Time
Cycle time measures the total elapsed time from the start to the end of a process. It is a fundamental operations metric used in manufacturing, software development, service delivery, and any context where the speed of a process directly affects throughput, cost, and customer satisfaction.
View metricThroughput
Output volume
Operations MetricsMetric Definition
Throughput = Total Units Completed / Time Period
Throughput measures the number of units produced, tasks completed, or transactions processed in a given time period. It is the fundamental measure of an operation's productive capacity and the primary output metric for manufacturing, logistics, software development, and service delivery.
View metricDeployment frequency
DORA metric
Operations MetricsMetric Definition
Deployment Frequency = Number of Production Deployments / Time Period
Deployment frequency measures how often an organisation successfully releases code to production. It is one of the four DORA (DevOps Research and Assessment) metrics that predict software delivery performance and organisational outcomes. Teams that deploy more frequently deliver value to users faster, reduce the risk of each individual release, and create tighter feedback loops between development and production.
View metricLead time for changes
DORA metric
Operations MetricsMetric Definition
Lead Time for Changes = Production Deploy Time - Code Commit Time
Lead time for changes measures the elapsed time from when a developer commits code to when that code is successfully running in production. It is one of the four DORA (DevOps Research and Assessment) metrics and captures the full latency of the software delivery pipeline. Shorter lead times mean faster feedback, lower risk per release, and a tighter connection between engineering effort and user value.
View metricSprint velocity
Agile planning metric
Operations MetricsMetric Definition
Sprint Velocity = Sum of Story Points Completed in a Sprint
Sprint velocity measures the amount of work a team completes during a sprint, typically expressed in story points, ideal days, or another unit of estimation. It is a planning tool that helps agile teams forecast how much work they can commit to in future sprints based on their historical completion rate. Velocity is one of the most widely used and most frequently misunderstood metrics in agile software development.
View metricDefect density
Quality metric
Operations MetricsMetric Definition
Defect Density = Number of Defects / Size of Deliverable
Defect density measures the number of confirmed defects per unit of delivered work. In software development, it is typically expressed as defects per thousand lines of code (KLOC) or defects per function point. In manufacturing and other contexts, it is expressed as defects per unit produced. The metric provides a normalised view of quality that allows comparison across projects of different sizes and across time periods with different delivery volumes.
View metricCode churn rate
Engineering quality
Operations MetricsMetric Definition
Code Churn Rate = (Lines Changed Within N Days of Being Written / Total Lines Written) x 100
Code churn rate measures the percentage of code that is rewritten or deleted shortly after being written. It captures how much rework occurs within a codebase over a given period, revealing instability in requirements, design decisions, or development practices. A moderate level of churn is normal and healthy, but persistently high churn signals wasted effort and process problems that deserve investigation.
View metricCode review velocity
Engineering throughput
Operations MetricsMetric Definition
Code Review Velocity = Review Completed Timestamp − Pull Request Opened Timestamp
Code review velocity measures the elapsed time from when a pull request is opened to when the review is completed. It captures how quickly a team provides feedback on proposed code changes, which directly influences how fast work moves from development to deployment. Slow reviews create bottlenecks, force context switching, and inflate lead times far beyond what the actual coding effort requires.
View metricRelease velocity
Delivery cadence
Operations MetricsMetric Definition
Release Velocity = Number of Production Releases / Time Period
Release velocity measures how frequently an organisation ships production releases over a given period. It captures the end-to-end cadence of the software delivery process, from completed work to running in production. Higher release velocity means faster value delivery to users, smaller and safer individual releases, and tighter feedback loops between development and the real world.
View metricAction item completion rate
Completion rate
Operations MetricsMetric Definition
Action Item Completion Rate = (Action Items Completed On Time / Total Action Items Due) x 100
Action item completion rate is the percentage of committed action items that are completed by their due date over a given period. It measures whether decisions and meetings actually turn into finished work, rather than a backlog of good intentions. A low completion rate is a reliable sign that follow-through, not idea generation, is the bottleneck.
View metricAction item distribution balance
Workload evenness across owners
Operations MetricsMetric Definition
Distribution Balance = 1 - (Items on Busiest Owner / Total Open Items)
Action item distribution balance is a measure of how evenly open action items are spread across the people accountable for them. It exposes hidden bottlenecks where one owner carries far more than their share. A balanced distribution keeps work moving and protects against single points of failure.
View metricAction item velocity
Items completed per period
Operations MetricsMetric Definition
Action Item Velocity = Items Completed / Number of Periods
Action item velocity is the rate at which a team completes action items over a defined period, such as a week or a sprint. It shows how fast decisions turn into finished work. Tracked over time, it reveals whether a team is accelerating, stalling, or drowning in a growing backlog.
View metricActivity-based analysis
From activities to outcomes
Operations MetricsMetric Definition
Activity-based analysis is a method that traces business outcomes back to the specific activities that produce them, so cost and value can be attributed to the work itself rather than to broad departments. It answers which activities actually move a result and which only consume effort. Used well, it turns a flat outcome number into a causal chain you can act on.
View metricActivity volume per contact
Touches per contact
Operations MetricsMetric Definition
Activity Volume per Contact = Total Logged Activities / Number of Active Contacts
Activity volume per contact is the average number of sales activities, such as calls, emails, and meetings, that a team logs against a single contact over a defined period. It tells you how much effort is being spent per relationship, which is the bridge between raw rep activity and the outcomes that follow.
View metricActivity volume trends
Activity over time
Operations MetricsMetric Definition
Activity Volume Trend = (Activities This Period - Activities Prior Period) / Activities Prior Period x 100
Activity volume trends measure how the total number of logged sales activities, such as calls, emails, and meetings, changes across consecutive periods. The trend matters more than any single period because it reveals whether the team is building, holding, or losing momentum at the top of the funnel.
View metricAttachment usage patterns
File evidence in support tickets
Operations MetricsMetric Definition
Attachment Rate = Tickets with at Least One Attachment / Total Tickets
Attachment usage patterns describe how often, why, and at what stage customers add files such as screenshots, logs, or documents to support tickets. The patterns reveal which issue types depend on visual evidence and where missing attachments slow resolution. Read well, they tell you where to ask for a file up front rather than after a delay.
View metricBacklog health analysis
Backlog readiness
Operations MetricsMetric Definition
Backlog health score = weighted average of readiness, age, size and flow indicators
Backlog health analysis is the assessment of whether a product or engineering backlog is well-defined, correctly sized and flowing at a sustainable rate. It combines several signals into a view of whether the backlog can feed delivery without stalling. A healthy backlog has enough ready work, manageable age and a clear order of priority.
View metricBlock type distribution
Content block composition
Operations MetricsMetric Definition
Block Type Share = (Blocks of a Given Type / Total Blocks) x 100
Block type distribution is the breakdown of how often each content block type appears across a set of pages or documents, shown as a share of all blocks. It reveals whether content leans on text, images, video, code, or interactive elements. Teams use it to keep page structure consistent and to spot content that is too text-heavy or too sparse.
View metricBlocked time percentage
Share of work time stalled
Operations MetricsMetric Definition
Blocked Time Percentage = (Blocked Time / Total Cycle Time) x 100
Blocked time percentage is the share of total work time during which tasks are stalled and cannot progress because they are waiting on a dependency, a decision, or another person. It is measured across a team or workflow over a period. A high figure means work spends more time waiting in the queue than being actively worked on.
View metricBoard activity analysis
Engagement per board
Operations MetricsMetric Definition
Board activity score = total tracked actions on the board / number of active members in the period
Board activity analysis is the practice of measuring how actively people create, edit, comment on, and view a shared board over a defined period. It turns a collaboration surface into a tracked metric so you can see which boards are alive, which are stalling, and who is driving the work. It is most useful when the board represents a real workflow, such as a project, a sprint, or a planning cycle.
View metricBoard completion velocity
Items finished per period
Operations MetricsMetric Definition
Board completion velocity = items completed in the period / length of the period
Board completion velocity is the rate at which items on a board are moved to done over a fixed period of time. It tells you how quickly a board is converting open work into finished work, and whether that pace is speeding up or slowing down. It is most useful when items are roughly comparable in size, such as tasks, tickets, or cards in a workflow.
View metricBookmark usage rate
Save and return behaviour
Operations MetricsMetric Definition
Bookmark usage rate = users who returned to a bookmark / users who created at least one bookmark
Bookmark usage rate is the share of active users who save a bookmark and then return to use it within a defined period. It measures whether a save feature is genuinely helping people find their way back to content, or whether bookmarks are created and forgotten. It is a strong signal of perceived value, because people only save what they expect to need again.
View metricBottleneck identification
Finding the constraint
Operations MetricsMetric Definition
Bottleneck = stage with the highest utilisation and the longest queue per unit of capacity
Bottleneck identification is the practice of locating the single step in a process that limits its overall throughput, so effort can be focused where it actually raises output. Every process has one constraint that sets the pace for the whole. Improving anything else leaves that limit untouched, so finding it first is what makes improvement work pay off.
View metricBranch lifecycle analysis
From creation to merge
Operations MetricsMetric Definition
Branch lifetime = merge or close date minus creation date
Branch lifecycle analysis is the study of how code branches progress from the moment they are created to the moment they are merged or closed, so a team can see where work stalls and ages. It treats each branch as a unit of work with a measurable lifespan. Reading those lifespans together exposes where delivery slows down and which branches risk becoming stale.
View metricBug escape rate
Defects that reach production
Operations MetricsMetric Definition
Bug escape rate = Defects found in production / Total defects found x 100
Bug escape rate is the percentage of defects that reach production undetected, out of all defects found in a release. It measures how effective testing and review are at catching problems before users do. A rising escape rate is an early signal that quality is being pushed downstream onto customers.
View metricBug fix rate
Defect resolution rate
Operations MetricsMetric Definition
Bug Fix Rate = (Bugs Resolved in Period / Bugs Reported in Period) x 100
Bug fix rate is the share of reported bugs that an engineering team resolves within a given period, usually expressed as a percentage of all open or incoming defects. It tells you whether the team is keeping pace with the defects coming in, or whether the backlog is quietly growing. A healthy rate means quality work is staying ahead of the inflow rather than falling behind it.
View metricBurndown analysis
Remaining work over time
Operations MetricsMetric Definition
Required Burn Rate = Remaining Work / Days Remaining
Burndown analysis is the practice of plotting remaining work against time to show whether a team is on track to finish a sprint or release on schedule. It compares the actual rate at which work is completed against the ideal pace needed to reach zero by the deadline. The gap between the two lines is an early warning that scope, capacity, or estimation needs attention.
View metricChannel activity rate
Share of partners actively producing
Operations MetricsMetric Definition
Channel Activity Rate = (Active Partners / Total Enrolled Partners) x 100
Channel activity rate is the percentage of channel partners who produced measurable activity, such as a registered deal, a referral, or a sale, within a given period. It separates the partners who are working the relationship from the ones who signed up and went quiet. The figure tells you how much of your partner base is actually contributing rather than sitting dormant.
View metricChannel growth rate
Pace of growth in a channel
Operations MetricsMetric Definition
Channel Growth Rate = ((Current Period Value - Prior Period Value) / Prior Period Value) x 100
Channel growth rate is the percentage change in a channel contribution, usually revenue or new customers, from one period to the next. It tells you how quickly a single route to market, such as paid search, partners, or organic, is expanding or contracting. Tracking it per channel shows which routes are accelerating and which are stalling, well before the blended total reveals it.
View metricChannel lifecycle analysis
Channel performance across the funnel
Operations MetricsMetric Definition
Channel stage rate = Customers reaching stage from channel / Customers entering channel
Channel lifecycle analysis is the practice of measuring how each acquisition channel performs at every stage of the customer journey, from first touch through to retained revenue. It moves beyond a single conversion number and shows where a channel creates value and where it leaks. The result is a clear view of which channels acquire customers who stay and which simply fill the top of the funnel.
View metricChannel participation distribution
How conversions are shared across channels
Operations MetricsMetric Definition
Channel participation rate = Converting journeys that included the channel / Total converting journeys
Channel participation distribution is a measure of how often each marketing channel takes part in the journeys that end in a conversion, regardless of which channel gets the final credit. It shows the spread of involvement across the channel mix rather than collapsing everything to a single last-touch winner. The result is a clear picture of which channels assist, which channels close, and how concentrated your conversions really are.
View metricChannel performance analysis
Ranking channels by efficient revenue
Operations MetricsMetric Definition
Channel performance = Revenue attributed to channel / Cost to acquire through channel
Channel performance analysis is the practice of comparing marketing and sales channels on the efficiency of the revenue they produce, not just the volume they generate. It combines spend, conversion, and value into a single view so you can rank channels on what they return rather than what they cost. The result is a clear allocation decision: where the next pound of budget should go, and where it is being wasted.
View metricCode coverage trend
Test quality metric
Operations MetricsMetric Definition
Code Coverage Trend = (Coverage in Current Period - Coverage in Prior Period) / Coverage in Prior Period
Code coverage trend is the direction and rate at which the percentage of code exercised by automated tests changes over successive releases. A single coverage figure is a snapshot, while the trend shows whether the test suite is keeping pace with the codebase or falling behind. It tells an engineering team whether quality discipline is improving, holding, or quietly eroding.
View metricCode quality trend analysis
Engineering health metric
Operations MetricsMetric Definition
Quality Trend = (Quality Score in Current Period - Quality Score in Prior Period) / Quality Score in Prior Period
Code quality trend analysis is the practice of tracking how a composite measure of code health moves over time, combining signals such as defect rates, complexity, test coverage, and technical debt into one direction. A single quality reading is a snapshot, while the trend shows whether a codebase is getting healthier or harder to work in. It gives engineering leaders an early read on maintainability before it shows up as slower delivery.
View metricCode review bottleneck analysis
Finding where reviews stall
Operations MetricsMetric Definition
Bottleneck stage = the stage with the highest median wait time and the deepest queue
Code review bottleneck analysis is the practice of measuring where pull requests spend their waiting time in the review pipeline so the slowest stage can be identified and fixed. It turns a vague sense that review is slow into a precise location. The goal is to find the one stage where the queue backs up, because fixing anything else barely moves the total.
View metricCode review cycle time
PR review latency
Operations MetricsMetric Definition
Code review cycle time = Approval timestamp - Review request timestamp
Code review cycle time is the elapsed time from when a pull request is ready for review to when it is approved and ready to merge. It captures the wait that sits between writing code and shipping it. Long cycle times slow delivery, stall context, and frustrate the engineers waiting on feedback.
View metricCode review quality score
Review effectiveness
Operations MetricsMetric Definition
Code review quality score = (Defects caught in review / Total defects found) x 100
Code review quality score is a composite measure of how effectively code reviews catch defects, enforce standards, and improve the change before it merges. It rewards reviews that prevent bugs reaching production, not reviews that merely happen. A high score means review is doing real work rather than rubber-stamping.
View metricCohort analysis
Grouped behaviour over time
Operations MetricsMetric Definition
Cohort Retention Rate = (Active Users from Cohort in Period N / Original Cohort Size) x 100
Cohort analysis is a method of grouping customers or users by a shared starting characteristic, usually the period they joined, and tracking how that group behaves over time. It separates the effect of when someone joined from the effect of how long they have been around. That separation is what makes trends in retention, revenue, and engagement readable instead of muddled.
View metricCollaboration network analysis
Mapping how work flows between people
Operations MetricsMetric Definition
Network Density = (2 x Number of Active Connections) / (Number of People x (Number of People - 1))
Collaboration network analysis is the practice of mapping how people in an organisation interact, then measuring the structure of those connections to find where work flows freely and where it stalls. It treats the team as a graph of nodes and edges rather than a list of individuals. The shape of that graph reveals silos, single points of failure, and the quiet brokers who hold the whole thing together.
View metricCollaborative editing intensity
How much work is truly co-authored
Operations MetricsMetric Definition
Collaborative Editing Intensity = (Documents Edited by 2 or More People / Total Active Documents) x 100
Collaborative editing intensity is the degree to which documents, designs, or files in a tool are worked on by more than one person rather than authored in isolation. It measures whether a workspace is genuinely collaborative or just a shared folder of single-owner files. The metric matters because tools sold on teamwork often deliver solo work in a shared space, and intensity is what tells the two apart.
View metricColumn status distribution
Where work piles up
Operations MetricsMetric Definition
Column Status Distribution = (Items in Column / Total Items on Board) x 100
Column status distribution is the share of work items sitting in each status column of a board at a given moment, expressed as a percentage of the total. It shows where work accumulates across stages such as backlog, in progress, in review, and done. Read over time, it reveals which stage is becoming a bottleneck and where flow is breaking down.
View metricComment collaboration rate
Discussion, not just views
Operations MetricsMetric Definition
Comment Collaboration Rate = (Active Commenters / Active Participants) x 100
Comment collaboration rate is the share of active participants who add at least one comment over a period, rather than only viewing the work. It separates genuine discussion from passive consumption. A high rate means people are questioning, clarifying, and deciding in context, which is where most of the value of shared work actually lives.
View metricComment response time
Time to first reply
Operations MetricsMetric Definition
Comment Response Time = Sum of (First Reply Time - Comment Posted Time) / Number of Replied Comments
Comment response time is the average time between a comment being posted and its first reply. It measures how quickly a team closes the loop on questions, blockers, and requests raised in context. Slow response time stalls decisions and pushes people to chase answers elsewhere, so it is one of the clearest signals of how responsive a working surface really is.
View metricCommit frequency
Commits per developer per day
Operations MetricsMetric Definition
Commit Frequency = Total Commits / (Number of Developers x Number of Days)
Commit frequency is the average number of code commits a team or individual developer pushes to version control over a defined period, such as commits per developer per day. It is a flow signal that shows how steadily work is moving through the development process. On its own it is not a measure of quality or output, which is why it works best when read alongside the metrics that explain it.
View metricCommunication cohort analysis
Cohort-based engagement tracking
Operations MetricsMetric Definition
Cohort Engagement Rate (period n) = Active Members of Cohort in Period n / Original Cohort Size
Communication cohort analysis is a method of grouping people by a shared starting point, such as their join month or onboarding wave, and tracking how their communication and engagement behaviour changes over the weeks and months that follow. It turns a single average into a set of comparable curves, so a decline in one cohort does not get hidden by healthy behaviour in another. It is most often used to study how engagement decays or strengthens after a defined event.
View metricCommunication network analysis
Mapping who talks to whom
Operations MetricsMetric Definition
Network Density = Actual Connections / Possible Connections, where Possible Connections = N x (N - 1) / 2
Communication network analysis is the practice of mapping the connections between people based on how they communicate, then measuring the structure of that map to reveal connectors, isolated groups, and bottlenecks. Each person is a node and each communication link is an edge, and the shape of the network exposes patterns that headcount charts and org diagrams cannot. It is used to understand how information actually flows, rather than how it is supposed to.
View metricCompetitive analysis
Performance measured against rivals
Operations MetricsMetric Definition
Competitive Win Rate = (Deals Won Against a Competitor / Competitive Deals Faced) x 100
Competitive analysis is the structured assessment of how a business performs against its rivals across market share, win rate, pricing, and positioning. It moves judgement from anecdote to evidence by tracking where deals are won and lost, how the offer compares feature by feature, and how share is shifting. Done well, it tells you not just who the competitors are, but which of them is actually costing you revenue and why.
View metricComponent quality trends
Defect rate over time
Operations MetricsMetric Definition
Component Defect Rate = (Defective Units of Component / Total Units Inspected) x 1,000,000
Component quality trends track how the defect rate of individual parts or modules changes over time, usually measured as defects per unit or parts per million. The metric turns a single quality snapshot into a trajectory, so a team can tell whether a component is getting better, getting worse, or drifting toward a tolerance limit. It is most useful when each component is tracked separately rather than rolled into one plant-wide quality figure.
View metricContent collaboration analysis
Team content workflow health
Operations MetricsMetric Definition
Collaboration Health Score = (On-time Handoffs / Total Handoffs) x (1 - Rework Rate) x Stakeholder Participation Rate x 100
Content collaboration analysis is the practice of measuring how effectively people work together to plan, draft, review and publish content, from the first brief to the final approval. It looks at the handoffs between writers, editors, designers and stakeholders, and where work stalls, gets reworked, or loses context. Done well, it turns a vague sense that content is slow or messy into a clear view of which step is the bottleneck and who owns it.
View metricContent lifecycle analysis
From publish to retirement
Operations MetricsMetric Definition
Content Decay Rate = ((Peak Period Performance - Current Period Performance) / Peak Period Performance) x 100
Content lifecycle analysis is the practice of tracking each piece of content through its full life, from creation and launch through its peak, its gradual decay, and eventually its refresh or retirement. It measures how long a piece takes to reach peak performance, how long it holds value, and when its returns no longer justify keeping it live. Done well, it tells you what to refresh, what to retire, and where to invest next, rather than letting a library grow stale unchecked.
View metricContent performance analysis
Reach, engagement and conversion
Operations MetricsMetric Definition
Content Performance Score = Reach x Engagement Rate x Conversion Rate
Content performance analysis is the practice of measuring how well a piece or a body of content does its job, from how many people it reaches to how deeply they engage and how often they convert. It connects surface metrics like views to outcome metrics like leads and revenue, so the value of content can be judged on results rather than activity. Done well, it shows which content earns its place, which formats and topics work, and where to invest the next piece.
View metricContent staleness index
CSI
Operations MetricsMetric Definition
Content staleness index = sum(page weight x days since last update) / sum(page weight x target refresh interval)
The content staleness index is a weighted score that captures how out of date a content library has become, measured by how long pages have gone without a meaningful update relative to the traffic and revenue they carry. It turns a vague worry about ageing content into a single number you can track and improve. A high index means a large share of valuable pages are drifting away from accuracy.
View metricContent structure optimisation
Structure score
Operations MetricsMetric Definition
Structure score = (heading score + scannability score + linking score + schema score) / 4
Content structure optimisation is a score that measures how well a page is organised for both human readers and machines, covering heading hierarchy, scannability, internal linking and structured data. It captures the part of content quality that has nothing to do with the words themselves and everything to do with how they are arranged. A well-structured page is easier to read, easier to rank and easier for an AI answer engine to quote.
View metricCross-board dependencies
Inter-team blocking work
Operations MetricsMetric Definition
Cross-Board Dependency Rate = (Items With a Dependency on Another Board / Total Active Items) x 100
Cross-board dependencies is the share of active work items on a board that are blocked by, or waiting on, work owned on a different board. It is a delivery-risk metric that shows where one team cannot finish without another team. The more cross-board links a board carries, the more its delivery date depends on people it does not control.
View metricCross-channel communication
Coordinated reach across channels
Operations MetricsMetric Definition
Coordinated Reach Rate = (Customers Reached on a Preferred Channel Without Conflict / Customers Targeted) x 100
Cross-channel communication is the degree to which a customer receives a coordinated, consistent message across the channels they use, such as email, SMS, push, and in-app. Measured well, it is the share of customers reached on the right channel at the right moment without duplication or contradiction. It tells you whether your channels work as one programme or as competing silos.
View metricCross-channel journey analysis
Multi-touch path measurement
Operations MetricsMetric Definition
Channel-Assisted Conversion Rate = (Conversions where the channel appears in the path) / (Total converting journeys)
Cross-channel journey analysis is the practice of measuring how a single customer moves across multiple marketing and sales touchpoints before they convert. It connects sessions, channels, and devices into one ordered path so you can see which combinations of touchpoints actually produce revenue. Done well, it replaces last-click guesswork with a clear view of how channels work together.
View metricCross-database relationship mapping
Entity linking across data sources
Operations MetricsMetric Definition
Relationship Mapping Coverage = (Entities correctly linked across sources) / (Total entities that should be linked)
Cross-database relationship mapping is the practice of identifying and measuring the connections between records that describe the same entity across separate databases. It answers a deceptively hard question: when a customer in your billing system and a customer in your support system are the same person, can your data prove it? The quality of those links determines whether any analysis that spans systems can be trusted.
View metricCross-team collaboration rate
Cross-functional work share
Operations MetricsMetric Definition
Cross-Team Collaboration Rate = (Work Items Involving Multiple Teams / Total Work Items) x 100
Cross-team collaboration rate is the proportion of work items, projects, or outcomes that involve contributors from more than one team. It measures how often work crosses team boundaries rather than staying inside a single silo. A healthy rate signals that teams are coordinating on shared goals, while an unusually low or high rate can point to either isolation or coordination overhead.
View metricCross-team dependency analysis
Mapping inter-team blockers
Operations MetricsMetric Definition
Dependency Impact = (Time Blocked Waiting on Other Teams / Total Cycle Time) x 100
Cross-team dependency analysis is the practice of mapping where one team work depends on another, then measuring how often those dependencies arise and how much delay they cause. It turns invisible inter-team blockers into a measurable signal you can act on. Done well, it shows which dependencies are quietly draining delivery speed and which teams are most exposed to being blocked.
View metricCross-team dependency impact
The cost of waiting on another team
Operations MetricsMetric Definition
Cross-Team Dependency Impact = (Total Time Blocked Waiting on Other Teams / Total Cycle Time) x 100
Cross-team dependency impact is the measurable delay and rework a piece of work absorbs because it has to wait on a team other than the one delivering it. It turns a vague complaint about being blocked into a number you can track and reduce. The bigger the impact, the more your delivery speed is set by handoffs rather than by the work itself.
View metricCustom field completion rate
How complete your records really are
Operations MetricsMetric Definition
Custom Field Completion Rate = (Records With the Field Populated / Records Where the Field Is Expected) x 100
Custom field completion rate is the percentage of records that have a given custom field populated, out of the records where that field should be filled. It is the practical measure of whether the data your team relies on actually exists. A low completion rate means decisions, reports, and automations are running on records with holes in them.
View metricCustom field utilisation
Field completeness rate
Operations MetricsMetric Definition
Custom Field Utilisation = (Populated Custom Field Values / Total Possible Custom Field Values) x 100
Custom field utilisation is the percentage of custom fields across your records that contain valid, usable data rather than being left blank. It tells you whether the structured fields you have added to a CRM, product database, or support tool are actually being populated. A high score means your reporting and automation can be trusted. A low score means decisions are being made on partial data.
View metricCustomer attribute analysis
Segment-level analysis
Operations MetricsMetric Definition
Segment Performance Index = Metric Value for Segment / Metric Value for All Customers
Customer attribute analysis is the practice of splitting a metric by the characteristics of your customers, such as industry, plan, region, or tenure, to see which segments perform differently. It moves you from a single blended number to an understanding of who is driving it. The goal is to find the attribute that explains the most variation, so effort lands where it changes the result.
View metricCustomer journey flow analysis
Path and drop-off analysis
Operations MetricsMetric Definition
Step Conversion Rate = Customers Reaching Next Step / Customers Reaching Current Step
Customer journey flow analysis is the practice of measuring how customers move through the sequence of steps from first touch to outcome, and where they drop off along the way. It traces the actual paths people take, not the path you designed, and quantifies conversion and abandonment at each transition. The result tells you which stage is leaking and why.
View metricCustomer journey mapping
Stage and experience mapping
Operations MetricsMetric Definition
Stage Progression Rate = Customers Advancing to Next Stage / Customers Entering Stage
Customer journey mapping is the practice of laying out every stage a customer passes through, from first awareness to advocacy, and recording what they do, feel, and need at each one. It turns a vague sense of the customer experience into a stage-by-stage model you can measure and own. Done with metrics attached, it becomes a tool for finding where the experience breaks, not just a poster on a wall.
View metricCycle burndown rate
Work completion pace per cycle
Operations MetricsMetric Definition
Cycle Burndown Rate = Work Completed in Cycle / Working Days Elapsed
Cycle burndown rate is the pace at which a team completes its committed work during a single cycle, expressed as the share of committed scope closed per working day. It turns the familiar burndown chart into a single comparable number you can track from one cycle to the next. A healthy burndown rate means scope is closing steadily rather than piling up at the end.
View metricCycle commitment accuracy
Say-do ratio for delivery teams
Operations MetricsMetric Definition
Cycle Commitment Accuracy = (Committed Work Completed / Work Committed at Cycle Start) x 100
Cycle commitment accuracy is the share of work a team committed to at the start of a cycle that it actually completed by the end, expressed as a percentage. It is a measure of predictability, not output, telling you how much you can trust a team plan. A team that consistently delivers close to what it commits makes the whole roadmap forecastable.
View metricDatabase growth rate
Net database expansion
Operations MetricsMetric Definition
Database Growth Rate = ((Ending Records - Starting Records) / Starting Records) x 100
Database growth rate is the percentage change in the number of usable records in a database over a defined period, net of additions, deletions, and decay. It tracks whether the addressable pool of contacts, accounts, or leads is expanding or shrinking. A healthy database growth rate keeps the funnel fed without letting record quality slide.
View metricDatabase property evolution
Schema and field drift over time
Operations MetricsMetric Definition
Database property evolution is the tracking of how the properties, fields, and attributes attached to records in a database change over time, including additions, deprecations, and shifts in fill rate. It shows whether the data model is staying useful or drifting into clutter. Watching it keeps a database structured for the questions teams actually need to answer.
View metricDatabase record growth rate
Net record count expansion
Operations MetricsMetric Definition
Database Record Growth Rate = ((Ending Record Count - Starting Record Count) / Starting Record Count) x 100
Database record growth rate is the percentage change in the total number of records across a database over a defined period, net of records created and removed. It tracks the raw size of the data set, object by object, rather than the quality of any single record. A steady record growth rate is the clearest sign that a system is accumulating data at the pace the business expects.
View metricDatabase utilisation analysis
Capacity efficiency
Operations MetricsMetric Definition
Database Utilisation (%) = (Resource Used / Resource Provisioned) x 100
Database utilisation analysis measures how much of the compute, memory, storage, and connection capacity you have provisioned is actually being used over a given period. It tells you whether you are paying for headroom you never touch or running so close to the limit that the next traffic spike causes an outage. Tracked well, it is the bridge between infrastructure spend and reliability.
View metricDecision velocity tracking
Time from question to decision
Operations MetricsMetric Definition
Decision velocity = Total decision cycle time / Number of decisions made
Decision velocity tracking measures the average time it takes a team to move from raising a question to committing to a decision and acting on it. It exposes where decisions stall, who is waiting on whom, and how long the gap between insight and action really is. Faster decisions are not always better decisions, so velocity is read alongside decision quality.
View metricDeveloper contribution patterns
How engineering work is distributed
Operations MetricsMetric Definition
Contribution concentration = Contribution from top contributors / Total team contribution
Developer contribution patterns describe how the work of an engineering team is distributed across its members and over time, looking at where commits, reviews, and merged changes concentrate. They reveal whether delivery rests on a few people, how evenly review load is shared, and where bottlenecks form. The patterns are a team health signal, not an individual performance score, and they are read that way.
View metricDeveloper productivity score
DPS
Operations MetricsMetric Definition
DPS = (Throughput score x w1) + (Flow efficiency score x w2) + (Quality score x w3) + (Satisfaction score x w4)
A developer productivity score is a composite index that combines delivery throughput, flow efficiency and code quality into a single number that tracks how effectively an engineering team turns effort into working software. It is designed to give leaders a trend they can act on without reducing engineers to lines of code or ticket counts.
View metricDeveloper workload balance
How evenly work is shared
Operations MetricsMetric Definition
Workload balance index = 1 - (Standard deviation of per-engineer load / Mean per-engineer load)
Developer workload balance measures how evenly active work, reviews and on-call load are distributed across an engineering team, expressed as the spread between the busiest and least loaded engineers. A balanced team protects delivery and morale, while a skewed one quietly concentrates risk in a handful of people.
View metricEpic completion forecasting
Projected finish date
Operations MetricsMetric Definition
Forecast Sprints to Complete = (Remaining Scope + Scope Growth per Sprint x Sprints) / Throughput per Sprint
Epic completion forecasting is the practice of projecting when a body of work, an epic, will finish, based on remaining scope, recent throughput, and the rate at which scope is changing. It replaces a fixed promised date with a moving estimate that updates as the team makes progress. The point is not a single confident date, it is an honest range that gets tighter as the epic burns down.
View metricEpic progress tracking
Epic completion percentage
Operations MetricsMetric Definition
Epic Completion = Completed Scope / Total Current Scope x 100
Epic progress tracking is the measurement of how much of a large body of work, an epic, is complete at a point in time, expressed as the share of its scope that is done. It answers a deceptively simple question: how far through are we, really. Tracked well, it exposes stalled work and scope creep early, rather than letting an epic look healthy until the deadline arrives.
View metricFile attachment rate
Share of items with a file attached
Operations MetricsMetric Definition
File Attachment Rate = (Items With At Least One Attachment / Total Items) x 100
File attachment rate is the percentage of items, such as support tickets, messages, or records, that include at least one attached file. It is a usage and quality signal that shows how often people supplement their work with documents, screenshots, or evidence. A rising attachment rate often means richer context, while a falling one can signal friction in the upload flow.
View metricFile sharing frequency
Sharing events per active user
Operations MetricsMetric Definition
File Sharing Frequency = Total Share Events in Period / Number of Active Users in Period
File sharing frequency is the average number of files a user shares with others over a defined period, usually a week or a month. It is a collaboration health metric that shows how actively a team moves work between people inside a product. Rising sharing frequency usually signals deeper adoption, while a flat or falling rate points to friction or shrinking engagement.
View metricIntegration impact analysis
Integration value contribution
Operations MetricsMetric Definition
Integration Impact = Metric for Adopters - Metric for Comparable Non-Adopters
Integration impact analysis measures the difference an integration makes to retention, expansion and engagement for the customers who adopt it. It compares connected accounts against similar accounts that never connected, so you can tell which integrations earn their place and which only add maintenance cost. The output is a value contribution per integration, not just an adoption count.
View metricIssue age distribution
Ticket ageing profile
Operations MetricsMetric Definition
Issue Age = Current Date - Issue Created Date (grouped into age bands, then summarised by median and percentile)
Issue age distribution is the spread of how long open issues or tickets have been waiting, grouped into age bands such as zero to one day, one to three days, and over a week. It shows not just how many items are open but how long they have been sitting, which a single average would hide. The shape of the distribution reveals whether a backlog is healthy or quietly ageing.
View metricIssue aging analysis
Backlog age profile
Operations MetricsMetric Definition
Issue Age = Resolution Date or Today - Created Date (grouped into age buckets such as 0 to 7, 8 to 30, 31 to 90, and 90 plus days)
Issue aging analysis is the practice of grouping open issues by how long they have been unresolved, so you can see whether work is moving or stalling. It turns a single backlog count into an age profile that exposes the items quietly slipping past their service targets. The oldest buckets are where customer trust and team credibility erode first.
View metricIssue category distribution
Where the work comes from
Operations MetricsMetric Definition
Category Share = (Issues in Category / Total Issues) x 100
Issue category distribution is the breakdown of all reported issues by their type or theme, expressed as the share each category holds of the total. It answers a question a single ticket count never can: what kind of work is actually arriving. The shape of that breakdown tells you where to invest in fixes, documentation, and product changes.
View metricIssue priority distribution analysis
Are priorities honest
Operations MetricsMetric Definition
Priority Share = (Issues at Priority Level / Total Issues) x 100
Issue priority distribution analysis is the breakdown of all issues by their assigned priority level, shown as the share each level holds of the total. It reveals whether your prioritisation reflects real urgency or has drifted into a queue where everything is marked critical. A distribution skewed toward the top is a sign the priority scale has stopped meaning anything.
View metricIssue recurrence rate
Repeat-defect rate
Operations MetricsMetric Definition
Issue Recurrence Rate = (Recurring Issues / Total Resolved Issues) x 100
Issue recurrence rate is the percentage of resolved issues that reappear within a defined window, signalling that the original fix did not address the root cause. It is the clearest measure of whether problems are being genuinely solved or merely cleared from the queue. A rising recurrence rate means effort is being spent twice on the same defect.
View metricIssue reopening rate
Reopen rate
Operations MetricsMetric Definition
Issue Reopening Rate = (Reopened Issues / Total Closed Issues) x 100
Issue reopening rate is the percentage of closed issues that are reopened, signalling that the resolution was rejected by the reporter or failed verification. It is a direct measure of first-time resolution quality. A high reopening rate means issues are being marked done before they are actually done.
View metricIssue resolution rate
Resolution rate
Operations MetricsMetric Definition
Issue Resolution Rate = (Resolved Issues / Total Issues Received) x 100
Issue resolution rate is the percentage of issues a team resolves out of the total received in a period, measuring whether the team is keeping pace with incoming work. It is the headline throughput metric for any support or engineering queue. A resolution rate below 100 percent means the backlog is growing faster than it is being cleared.
View metricIssue resolution time
Time to resolve
Operations MetricsMetric Definition
Issue Resolution Time = Total Resolution Time / Number of Resolved Issues
Issue resolution time is the average elapsed time between a customer raising an issue and that issue being fully resolved. It captures the whole journey, not just the first reply, so it reflects how quickly your team actually fixes problems. Tracking it tells you whether support is keeping pace with demand and where work stalls.
View metricItem creation rate
New items per period
Operations MetricsMetric Definition
Item Creation Rate = Items Created in Period / Active Users in Period
Item creation rate is the number of new items users create in a product over a defined period, often normalised per active user. It measures how much core content or work product the user base is generating. For tools where items are the unit of value, it is a direct read on whether people are actually doing the thing the product exists for.
View metricLabel work classification analysis
How accurate and consistent your labels are
Operations MetricsMetric Definition
Classification Accuracy = (Correctly Labelled Items / Total Labelled Items Sampled) x 100
Label work classification analysis measures how accurately and consistently work items are tagged into categories, and how well those labels support the decisions made from them. It checks whether the labels people apply to tickets, tasks, or records actually mean what they claim. Poor classification quietly corrupts every report and routing rule built on top of it.
View metricLocation-based sales analysis
Sales by region
Operations MetricsMetric Definition
Regional Sales Share = Revenue in Region / Total Revenue
Location-based sales analysis is the practice of breaking down revenue and sales performance by geography, from country and region down to city or store, to see where a business is winning and where it is not. It compares territories on volume, growth, and efficiency rather than reporting one national total. The aim is to find concentration risk, untapped markets, and the local drivers behind aggregate numbers.
View metricMeeting attendance rate
Show-up rate
Operations MetricsMetric Definition
Meeting Attendance Rate = (Participants Who Attended / Participants Invited) x 100
Meeting attendance rate is the percentage of invited or expected participants who actually attend a meeting, measured across a session or a series. It is a simple ratio that quietly reveals a great deal about scheduling discipline, relevance and engagement. A low attendance rate is rarely about the meeting itself. It points back to how the invite was framed, when it was scheduled, and whether the right people saw a reason to be there.
View metricMeeting cadence optimisation
Right-sizing recurring meetings
Operations MetricsMetric Definition
Cadence Optimisation Score = (Productive Meeting Hours / Total Recurring Meeting Hours) x 100
Meeting cadence optimisation is the practice of measuring and adjusting how often recurring meetings happen so that each one carries a clear purpose, the right people, and enough new information to justify the time. It scores the gap between how a team currently meets and the leanest rhythm that still moves work forward. The aim is fewer, shorter, better-attended meetings that produce decisions rather than status updates.
View metricMeeting conflict resolution rate
Calendar conflict recovery
Operations MetricsMetric Definition
Meeting Conflict Resolution Rate = (Conflicts Resolved Before Meeting / Total Scheduling Conflicts) x 100
Meeting conflict resolution rate is the percentage of scheduling conflicts, such as double-bookings and overlapping invites, that get resolved cleanly before the meeting happens rather than being missed, declined late, or causing a no-show. It measures how reliably a team protects its calendar when two commitments collide. A high rate means conflicts surface early and get rescheduled or declined in time, so meetings still happen with the right people present.
View metricMeeting cost per outcome
Cost of each decision made
Operations MetricsMetric Definition
Meeting Cost Per Outcome = (Total Attendee Hours x Average Loaded Hourly Cost) / Outcomes Produced
Meeting cost per outcome is the fully loaded cost of a meeting divided by the number of concrete outcomes it produces, where an outcome is a decision made, an action owned, or a blocker cleared. It puts a money figure on whether time spent in a room paid for itself. A low cost per outcome means meetings convert salaried time into progress efficiently, while a high one means expensive hours are producing little.
View metricMeeting duration analysis
How long meetings actually run
Operations MetricsMetric Definition
Average Meeting Duration = Total Meeting Minutes / Number of Meetings
Meeting duration analysis is the practice of measuring how long meetings run, in total and on average, and comparing that against the time the work actually needs. It turns calendar time, which most teams treat as free, into a cost you can see and manage. The aim is to find where scheduled length, attendee count, and frequency are pulling hours away from focused work.
View metricMeeting follow-up rate
Do meetings turn into action
Operations MetricsMetric Definition
Meeting Follow-up Rate = (Meetings With Completed Follow-up Actions / Total Meetings) x 100
Meeting follow-up rate is the share of meetings that produce a documented, owned follow-up action that actually gets completed. It measures whether time spent talking converts into work that moves, rather than decisions that evaporate the moment the call ends. A high rate means meetings change what happens next. A low rate means they are a cost with no return.
View metricMeeting frequency rate
Meetings per person per period
Operations MetricsMetric Definition
Meeting Frequency Rate = Total Meeting Attendances / Number of People
Meeting frequency rate is the average number of meetings a person attends over a set period, usually a week. It measures how often the calendar interrupts work, separate from how long each meeting runs. A high frequency rate fragments the day into short blocks that make deep work almost impossible, even when total meeting hours look reasonable.
View metricMeeting outcome effectiveness
MOE
Operations MetricsMetric Definition
Meeting Outcome Effectiveness = (Decisions Reached + Actions Completed) / (Decisions Needed + Actions Assigned) x 100
Meeting outcome effectiveness measures how reliably a meeting produces the decisions and actions it was called to produce. It scores whether the time spent in the room turned into clear next steps that the team actually completed, rather than discussion that led nowhere. It is the difference between a meeting that moved work forward and one that simply filled an hour.
View metricMeeting preparation score
Readiness before the room
Operations MetricsMetric Definition
Meeting Preparation Score = (Agenda Set + Pre-reads Shared + Attendees Prepared + Decisions Stated) / 4 x 100
A meeting preparation score measures how ready a meeting is to be productive before it begins. It checks whether the agenda, the materials, and the attendees were in place ahead of time, so the meeting can spend its hour deciding rather than catching up. It is a leading indicator of whether the meeting will produce a clear outcome.
View metricMeeting ROI analysis
Return on meeting time
Operations MetricsMetric Definition
Meeting ROI = (Value of Outcomes - Cost of Time) / Cost of Time x 100
Meeting ROI analysis measures the value a meeting produces against the cost of the time it consumes. It puts a number on whether the hours spent in the room were worth the decisions and outcomes that came out of it. It turns meetings from an unexamined fixed cost into something a team can weigh, compare, and prune.
View metricMeeting tag frequency analysis
Topic occurrence counting
Operations MetricsMetric Definition
Tag frequency = Meetings containing the tag / Total meetings in the period
Meeting tag frequency analysis measures how often specific tags, topics or labels appear across a set of meetings over a period. It turns scattered notes and transcripts into a ranked picture of what is actually being discussed. By counting tags such as pricing, competitor or churn, a team can see which themes are rising, which are fading and where attention is concentrated.
View metricMilestone delivery predictability
On-time milestone rate
Operations MetricsMetric Definition
Milestone Delivery Predictability = (Milestones Delivered On Time / Total Committed Milestones) x 100
Milestone delivery predictability is the share of committed milestones a team delivers on or before the date it promised. It measures how trustworthy your delivery dates are, not how fast you ship. A team that hits its committed dates consistently is predictable even if it moves at a steady pace, and predictability is what lets the rest of the business plan around delivery.
View metricNote quality score
Record completeness rating
Operations MetricsMetric Definition
Note Quality Score = (Sum of Weighted Criteria Scores / Maximum Possible Score) × 100
Note quality score is a composite rating of how complete, accurate, and useful written records are, whether sales call notes, support tickets, clinical notes, or meeting minutes. It converts a soft sense that the notes are good or thin into a single number a team can track and improve. Where notes feed downstream decisions, this score is an early warning that the information those decisions rest on is unreliable.
View metricOpen source contribution analysis
Measuring project contribution health
Operations MetricsMetric Definition
Community Contribution Share = (Merged Contributions from Non-Core Contributors / Total Merged Contributions) x 100
Open source contribution analysis is the practice of measuring who contributes to a project, how much they contribute, and how healthy the flow of contributions is from first commit to merge. It looks past a raw commit count to the balance of contributors, the speed of review, and the share of work carried by the wider community. A healthy project draws meaningful work from many hands, not just a single maintainer.
View metricOverdue item rate
Overdue rate
Operations MetricsMetric Definition
Overdue Item Rate = (Items Past Due and Open / Total Open Items) x 100
Overdue item rate is the percentage of tracked items that are past their due date and still not complete at a given moment. It measures how much committed work has slipped its deadline, rather than how much work exists. A rising overdue rate is a reliable sign that the team is taking on more than it can finish on time.
View metricOverdue task rate
Overdue rate
Operations MetricsMetric Definition
Overdue Task Rate = (Tasks Past Due and Open / Total Open Tasks) x 100
Overdue task rate is the percentage of assigned tasks that are past their due date and still open at a given moment. It measures how much owned work has slipped its deadline, rather than how busy the team is. A rising overdue task rate is a reliable sign that commitments are outrunning the capacity of the people who own them.
View metricPage creation rate
New pages produced per period
Operations MetricsMetric Definition
Page Creation Rate = New Pages Created in Period / Length of Period
Page creation rate is the number of new pages created across a site, wiki, or knowledge base over a defined period. It measures the pace at which a team is adding content and is a leading indicator of how actively a knowledge system is being built. Tracked on its own it shows output, and decomposed it shows where that output comes from.
View metricPage edit frequency
How often pages are updated
Operations MetricsMetric Definition
Page Edit Frequency = Total Edits in Period / Number of Pages
Page edit frequency is the average number of edits made to pages across a site or knowledge base over a defined period. It measures how actively existing content is being maintained, which is a strong signal of whether a knowledge base is trusted and alive or quietly going stale. Read alongside creation, it separates real upkeep from one-off publishing.
View metricParticipant network analysis
Mapping how people interact in meetings
Operations MetricsMetric Definition
Network Density = Actual Connections / (n x (n - 1) / 2)
Participant network analysis is the study of who interacts with whom across meetings, treating each participant as a node and each exchange as a connection. It surfaces collaboration patterns, isolated members, and the people who hold conversations together. It turns raw attendance and speaking data into a picture of how information actually flows through a team.
View metricParticipant speaking time distribution
How evenly talk time is shared
Operations MetricsMetric Definition
Participant Share = (Participant Speaking Time / Total Speaking Time) x 100
Participant speaking time distribution is the measure of how meeting talk time is divided across the people present. It shows whether conversation is balanced or dominated by a few voices, usually as each participant share of the total speaking time. It turns a felt sense that a meeting was lopsided into a number you can track and act on.
View metricPeak activity hours
Busiest periods of usage
Operations MetricsMetric Definition
Peak activity hours are the time windows when user activity, demand, or load on a product reaches its highest levels. They reveal when your audience is most engaged, when systems are under the most strain, and when staffing or sending matters most. Knowing your peak hours turns a flat daily total into an actionable pattern.
View metricPeak hours analysis
When demand concentrates
Operations MetricsMetric Definition
Peak Hour Share = Volume in Busiest Hour / Total Daily Volume x 100
Peak hours analysis is the practice of measuring how demand, such as orders, sessions, contacts, or transactions, distributes across the hours of the day so you can find the windows where volume concentrates. It turns a flat daily total into an hourly profile. That profile drives staffing, capacity, and pricing decisions that a single daily number cannot.
View metricPortfolio performance analysis
Return and risk attribution
Operations MetricsMetric Definition
Portfolio Return = Sum of (Weight of Holding x Return of Holding)
Portfolio performance analysis is the evaluation of how a collection of holdings has performed over time, measured by return, adjusted for the risk taken and the share each holding contributed. It moves beyond the single headline return to show where the gains and losses actually came from. Read properly, it separates skill from luck and tells you which positions earned their place.
View metricPriority distribution analysis
Ticket priority mix
Operations MetricsMetric Definition
Priority Share = (Tickets at a Priority Level / Total Tickets) x 100
Priority distribution analysis is the breakdown of support tickets across priority levels over a period, expressed as the share of volume sitting at each level. It shows whether a queue is dominated by urgent fires or routine requests. The shape of that distribution tells you where staffing, automation, and product fixes should go.
View metricProject health score
A single signal for project status
Operations MetricsMetric Definition
Project Health Score = (Schedule x Ws) + (Budget x Wb) + (Scope x Wp) + (Quality x Wq)
A project health score is a single composite number, usually on a 0 to 100 scale, that summarises how a project is tracking against its schedule, budget, scope and quality commitments. It rolls several status signals into one figure so leaders can scan a portfolio quickly and spot the projects that need attention. The value of the score is not the number itself but the components underneath it, which tell you exactly where a project is slipping.
View metricProject risk assessment
Quantifying exposure on a project
Operations MetricsMetric Definition
Risk Exposure = Probability x Impact, summed across all open risks
Project risk assessment is the practice of identifying the things that could threaten a project and scoring each one by how likely it is and how much damage it would cause. The output is a risk exposure score that ranks threats so the team can focus on the few that matter most. The score is only useful when you can trace it back to the specific risks and categories driving it.
View metricProject status trend analysis
Reading direction, not snapshots
Operations MetricsMetric Definition
Status Trend = (Current Status Value - Prior Status Value) / Number of Periods
Project status trend analysis is the practice of tracking how a project status indicator changes over time so you can see direction and momentum rather than a single point in time. A project at amber today might be recovering or deteriorating, and only the trend tells you which. The analysis turns a sequence of status snapshots into a slope you can act on before the status itself flips.
View metricProject timeline adherence
On-time delivery rate
Operations MetricsMetric Definition
Project timeline adherence = (Milestones delivered on or before plan / Total milestones due) x 100
Project timeline adherence is the percentage of project milestones or tasks completed on or before their planned dates. It tells you how reliably a team hits the schedule it committed to. A high adherence rate means plans are realistic and execution is steady, while a low rate signals slippage that compounds across dependent work.
View metricProject timeline analysis
Schedule performance analysis
Operations MetricsMetric Definition
Schedule performance index = Earned value (planned cost of completed work) / Planned value (planned cost of scheduled work)
Project timeline analysis is the practice of measuring how a project progresses against its planned schedule to identify where time is being lost and why. It combines schedule variance, milestone adherence, and critical-path tracking into a single view of whether a project is on course. The goal is to catch slippage early enough to act on it rather than explain it afterwards.
View metricProject timeline variance
Schedule variance
Operations MetricsMetric Definition
Timeline variance (percent) = ((Actual duration - Planned duration) / Planned duration) x 100
Project timeline variance is the difference between when project work was planned to finish and when it actually finishes, expressed in days or as a percentage of planned duration. A negative variance means the project is running behind, a positive variance means it is ahead. It is the most direct measure of whether a schedule is holding.
View metricProject velocity
Throughput per iteration
Operations MetricsMetric Definition
Project Velocity = Total Completed Work Units / Number of Iterations
Project velocity is the amount of completed work a team delivers in a single iteration, usually measured in story points or completed items per sprint. It tells you how quickly a project is converting planned work into finished output. Tracked over several iterations, velocity becomes a planning input and an early signal of delivery health.
View metricPull request approval rate
PR approval rate
Operations MetricsMetric Definition
PR Approval Rate = (Approved and Merged PRs / Total PRs Opened) x 100
Pull request approval rate is the percentage of opened pull requests that are reviewed, approved, and merged within a given period. It reflects how cleanly proposed changes move through code review into the main branch. Read alongside review time, it shows whether a review process is healthy or quietly creating friction.
View metricPull request bottleneck analysis
Where changes stall before merge
Operations MetricsMetric Definition
Bottleneck Stage = Stage with the Highest Share of Total PR Lead Time
Pull request bottleneck analysis breaks the time a change spends from open to merge into distinct stages, then identifies the stage where time accumulates fastest. It pinpoints the single slowest step in code review rather than reporting one blended duration. The result tells a team exactly where to intervene to ship faster.
View metricReaction usage patterns
Emoji and reaction engagement
Operations MetricsMetric Definition
Reaction Rate = Items Receiving a Reaction / Total Items Shown
Reaction usage patterns describe how often and in what ways people use lightweight reactions, such as emoji, likes, or upvotes, to respond to content and messages inside a product. The analysis measures the share of content that receives a reaction, which reactions get used, and how that behaviour differs across teams, channels, and time. It turns a casual feature into a readable signal of engagement and sentiment.
View metricReal-time monitoring
Live detection and response
Operations MetricsMetric Definition
Detection Latency = Time Issue Detected - Time Issue Began
Real-time monitoring is the practice of observing metrics and events as they happen, so that a change is detected and surfaced within seconds or minutes rather than discovered in a report the next day. It measures how quickly a system spots a deviation, how reliably it alerts the right person, and how fast a response follows. The aim is to compress the gap between something happening and someone knowing about it.
View metricRelation usage frequency
Relation usage rate
Operations MetricsMetric Definition
Relation Usage Frequency = Times a Relation Is Used / Time Period
Relation usage frequency measures how often a defined relationship between two data entities is actually used in queries, reports, and workflows over a given period. It tells you whether the links you have modelled in a database or data model earn their keep, or whether they sit unused while still adding maintenance cost. Tracking it stops a data model from quietly filling with relations nobody queries.
View metricRelease burnup analysis
Forecasting a release date from scope
Operations MetricsMetric Definition
Forecast date = today + (Remaining scope / Average completion velocity)
Release burnup analysis is a way of reading a burnup chart that plots completed work against total planned scope over the life of a release, so the team can forecast when the remaining work will be done. Unlike a burndown chart, it separates progress from scope, so scope changes are visible rather than hidden. It turns a backlog into an evidence-based delivery date.
View metricReminder completion rate
RCR
Operations MetricsMetric Definition
Reminder completion rate = (Reminders that led to completion / Total reminders sent) x 100
Reminder completion rate is the percentage of reminders sent that result in the intended task being completed within a defined window. It measures whether a prompt actually changes behaviour, not just whether it was delivered or seen. A high rate means reminders are driving action; a low rate means they are noise.
View metricRepository health score
Code repository condition index
Operations MetricsMetric Definition
Repository Health Score = Sum of (Component Score x Component Weight) for all components
Repository health score is a composite index that grades a code repository on how maintainable, secure, and actively cared-for it is, usually expressed from 0 to 100. It rolls up signals such as test coverage, dependency freshness, open issue age, and review discipline into a single number teams can track over time. It turns the diffuse idea of code quality into something you can baseline, compare across repositories, and hold an owner accountable for.
View metricResolution time
Time to fully resolve an issue
Operations MetricsMetric Definition
Resolution Time = Timestamp Resolved - Timestamp Created
Resolution time is the elapsed time between a support ticket being opened and being fully resolved and closed. It captures the customer experience of getting a problem fixed end to end, including wait time, agent work, escalations, and any back-and-forth needed to reach a solution. It is the broadest measure of how quickly a support operation turns a reported problem into a solved one.
View metricResource utilisation rate
Utilisation
Operations MetricsMetric Definition
Resource utilisation rate = (Hours spent on productive work / Total available hours) x 100
Resource utilisation rate is the proportion of available working time or capacity that is actually spent on productive, value-generating work. It tells you how much of what you are paying for is being used. Watched alone it can mislead, so it is best read alongside the work it produces.
View metricResponse time analysis
Reply speed at the percentile level
Operations MetricsMetric Definition
Average response time = Sum of (Response timestamp - Request timestamp) / Number of requests
Response time analysis is the practice of measuring how long it takes to respond to requests, then studying the full distribution rather than a single average. It shows not just the typical wait but how bad the slowest cases get. Read well, it turns a blunt average into a clear picture of where service breaks down.
View metricRoadmap progress tracking
Plan versus delivery
Operations MetricsMetric Definition
Roadmap progress = (Completed roadmap items / Total planned roadmap items) x 100
Roadmap progress tracking is the measure of how much of a committed product roadmap has been delivered against plan over a given period, expressed as a percentage of completed scope. It turns a vague sense of how things are going into a number a team can compare period to period. It exposes where commitments and reality drift apart, so the gap can be addressed before it becomes a missed quarter.
View metricRollup complexity score
How tangled a rollup is
Operations MetricsMetric Definition
Rollup complexity = (Dependency depth x Source breadth) + Transformation count
Rollup complexity score is a measure of how complicated the chain of aggregations and dependencies behind a rolled-up metric is, combining its depth, breadth, and the number of transformations along the way. It gives a single number for how hard a metric is to trust and to debug. A high score is an early warning that a number is fragile, slow to compute, or hard to explain.
View metricSeasonal development patterns
Recurring cycles in engineering throughput
Operations MetricsMetric Definition
Seasonal Index = (Period Throughput / Average Period Throughput) x 100
Seasonal development patterns are the recurring, calendar-driven swings in engineering output that repeat at predictable times each year. They show up as faster shipping in some months and slower shipping in others, driven by holidays, hiring cycles, planning quarters and on-call load. Recognising them stops a quiet December or a busy January from being read as a real change in team performance.
View metricSeasonal revenue patterns
Recurring calendar-driven swings in revenue
Operations MetricsMetric Definition
Seasonal Index = (Period Revenue / Average Period Revenue) x 100
Seasonal revenue patterns are the recurring, calendar-driven swings in revenue that repeat at predictable times each year. They show up as reliably strong months and reliably weak ones, driven by buying cycles, budget calendars and demand seasonality rather than by underlying growth or decline. Recognising them keeps a quiet January or a busy December from being misread as a real change in the business.
View metricSecurity alert resolution time
MTTR
Operations MetricsMetric Definition
Security Alert Resolution Time = Total Resolution Time Across Alerts / Number of Resolved Alerts
Security alert resolution time is the average elapsed time between a security alert being raised and that alert being fully resolved or closed. It measures how quickly a security team moves from detection to containment and remediation. A lower resolution time shrinks the window an attacker has to operate inside your systems.
View metricSecurity vulnerability trends
Open vulnerabilities over time
Operations MetricsMetric Definition
Net Vulnerability Change = New Vulnerabilities Introduced - Vulnerabilities Remediated (per period)
Security vulnerability trends measure how the volume, severity, and age of open vulnerabilities change across an estate over time. Instead of a single snapshot count, the metric tracks the direction of travel: whether new vulnerabilities are arriving faster than they are being fixed. A worsening trend means risk is accumulating even if any single day looks acceptable.
View metricSegment performance analysis
Comparing how each segment performs
Operations MetricsMetric Definition
Segment Contribution = (Segment Metric Value / Total Metric Value) x 100
Segment performance analysis is the practice of splitting customers, products, or revenue into defined groups and comparing how each group performs against the same set of metrics. It moves you from a single blended average to a side-by-side view, so a healthy headline number cannot hide a segment that is quietly underperforming. The point is to find where value concentrates and where it leaks.
View metricSegmentation performance analysis
Judging how well a segmentation works
Operations MetricsMetric Definition
Segmentation Lift = Between-Segment Variation / Within-Segment Variation
Segmentation performance analysis measures how well a segmentation scheme actually divides a population into groups that behave differently. It is one level above comparing segments: it asks whether the way you have grouped customers is doing any useful work at all. A good scheme produces groups that are similar inside and clearly different from each other, so each segment points to a distinct decision.
View metricSprint burndown analysis
Remaining work over time
Operations MetricsMetric Definition
Remaining Work = Committed Work - Work Completed To Date
Sprint burndown analysis tracks the work remaining in a sprint against the days left to do it, so a team can see early whether it is on course to finish. It compares the actual line of remaining work to an ideal line that falls steadily to zero by the last day. The gap between the two lines is the signal: it shows whether the sprint is ahead, on track, or quietly heading for a miss.
View metricSprint commitment accuracy
Say-do ratio
Operations MetricsMetric Definition
Sprint Commitment Accuracy = (Committed Work Completed / Work Committed at Sprint Start) x 100
Sprint commitment accuracy is the percentage of work a team completes against the work it committed to at the start of a sprint. It measures how reliable a team is at forecasting what it can deliver. A team that consistently lands near 100% is predictable, which lets the wider business plan around its output.
View metricSprint performance metrics
Sprint health
Operations MetricsMetric Definition
Sprint Performance = balanced view of Velocity, Commitment Accuracy, Flow Efficiency and Defect Rate
Sprint performance metrics are the set of measures a team uses to judge how well a sprint delivered, covering volume, predictability, flow, and quality together. No single number describes a sprint well, so the value comes from reading them as a balanced picture rather than chasing any one figure. Read together, they show whether a team is fast, reliable, and sustainable.
View metricSprint retrospective analysis
Retro action effectiveness
Operations MetricsMetric Definition
Retro Action Completion Rate = (Completed retro action items / Total retro action items raised) x 100
Sprint retrospective analysis is the practice of measuring whether the improvement actions a team agrees in its retrospective actually get completed and change how the team works. It moves the retro from a feelings discussion to a tracked feedback loop. The core number is the share of retro action items that are completed before the next retrospective.
View metricSprint velocity tracking
Delivery throughput per sprint
Operations MetricsMetric Definition
Average Velocity = Sum of completed work over last N sprints / N
Sprint velocity tracking is the practice of measuring how much work a team completes each sprint and following that figure over time to forecast future delivery. It is usually counted in story points or completed items per sprint. Tracked across several sprints, an average velocity becomes a planning tool rather than a single noisy reading.
View metricStatus update frequency
Update cadence on active work
Operations MetricsMetric Definition
Status Update Frequency = Total status updates in period / Number of active work items
Status update frequency is how often active work items receive a fresh progress update over a given period. It is a measure of how current and trustworthy a project tracker is, not of how much work is done. When updates are frequent and timely, the board reflects reality, and decisions made from it are sound.
View metricStory point estimation accuracy
Estimate vs actual
Operations MetricsMetric Definition
Estimation accuracy = (1 - (Sum of |Estimated points - Actual effort points| / Sum of Estimated points)) x 100
Story point estimation accuracy is how closely the points a team assigns to work match the effort that work actually takes once it is done. It tells you whether your planning numbers can be trusted. When estimates and reality drift apart, sprint commitments slip, roadmaps wobble, and the team loses confidence in its own forecasts.
View metricSubitem completion ratio
Sub-task progress
Operations MetricsMetric Definition
Subitem completion ratio = (Completed subitems / Total subitems) x 100
Subitem completion ratio is the share of sub-tasks beneath a parent item that have been finished, expressed as a percentage of the total. It shows real progress on work that a single parent status often hides. A parent item can sit at "in progress" for weeks while the ratio tells you whether it is nearly done or barely started.
View metricTag usage analysis
Tagging coverage and consistency
Operations MetricsMetric Definition
Tag Coverage Rate = (Tagged Records / Total Records) x 100
Tag usage analysis is the study of how tags or labels are applied across your records, measuring both how much content is tagged and how consistently the same concept is tagged the same way. It tells you whether the categories you rely on for reporting, routing, and automation actually reflect reality. When tagging is patchy or inconsistent, every downstream report built on those tags inherits the same blind spots.
View metricTag usage patterns
How labels get applied across work
Operations MetricsMetric Definition
Tag adoption rate = (Tagged items / Total items) x 100
Tag usage patterns describe how consistently and meaningfully tags are applied across tickets, tasks, documents, or records over time. They reveal whether a taxonomy is being used as intended or quietly drifting into noise. Read together, the patterns tell you which labels carry signal and which ones are clutter.
View metricTask backlog growth
Net change in open work
Operations MetricsMetric Definition
Backlog growth = Tasks created - Tasks closed
Task backlog growth is the net change in the number of open tasks over a period, driven by how many tasks arrive against how many get closed. A positive figure means work is piling up faster than the team can clear it. Tracked over time, it is an early warning that capacity and demand have fallen out of balance.
View metricTask completion rate
Share of tasks finished
Operations MetricsMetric Definition
Task completion rate = (Tasks completed / Tasks assigned) x 100
Task completion rate is the percentage of assigned or scheduled tasks that get completed within a defined period. It is a simple read on whether a team finishes what it starts. Tracked over time, it exposes whether commitments are realistic and whether work is reliably getting done.
View metricTask complexity scoring
Rating task difficulty
Operations MetricsMetric Definition
Complexity Score = (Effort x We) + (Uncertainty x Wu) + (Dependencies x Wd)
Task complexity scoring is a method of assigning each task a numeric rating that captures how much effort, uncertainty, and coordination it takes to complete. It turns a fuzzy sense of hard versus easy into a comparable number. Used well, it makes planning, estimation, and workload balancing far more honest.
View metricTask cycle time
Start to finish per task
Operations MetricsMetric Definition
Task Cycle Time = Completion Timestamp - Start Timestamp
Task cycle time is the elapsed time between when work on a task begins and when it is finished. It measures how fast a single piece of work moves through the process once someone picks it up. Tracked across many tasks, it exposes where work flows and where it stalls.
View metricTask dependency mapping
Charting how work connects
Operations MetricsMetric Definition
Dependency Density = Number of Dependency Links / Number of Tasks
Task dependency mapping is the practice of charting which tasks must finish before others can start, so the chain of work becomes visible. It turns a flat list of tasks into a network that shows what blocks what. The map exposes the critical path, the choke points, and the risk hidden in how work is sequenced.
View metricTask reassignment rate
Handoff frequency
Operations MetricsMetric Definition
Task Reassignment Rate = (Tasks Reassigned At Least Once / Total Tasks Completed) x 100
Task reassignment rate is the percentage of tasks whose owner is changed at least once before the task is completed, over a given period. It measures how often work changes hands rather than moving cleanly from a single owner to done. A high rate is a reliable sign that work is being routed to the wrong person first, or that ownership was never clear at the point of assignment.
View metricTeam capacity utilisation
Utilisation rate
Operations MetricsMetric Definition
Team Capacity Utilisation = (Hours Spent On Planned Work / Total Available Hours) x 100
Team capacity utilisation is the percentage of a team available working hours that is spent on planned, productive work over a given period. It measures how fully a team capacity is being used, sitting between the trap of idle time and the trap of constant overload. A figure that is too low signals waste, while one that runs above the healthy band signals burnout and no room to absorb the unexpected.
View metricTeam collaboration index
Collaboration score
Operations MetricsMetric Definition
Team Collaboration Index = (Cross-Member Contribution + Responsiveness + Shared Ownership) / 3
Team collaboration index is a composite score, usually out of 100, that measures how effectively the members of a team work together rather than in isolation. It rolls signals such as cross-member contribution, responsiveness, and shared ownership into one comparable number. A high index reflects work that flows between people, while a low one points to silos, bottlenecks, or a team that is a group of individuals in name only.
View metricTeam productivity benchmarking
Comparing output against a fair baseline
Operations MetricsMetric Definition
Benchmark Index = (Team Output per Unit Input / Benchmark Output per Unit Input) x 100
Team productivity benchmarking is the practice of measuring a team output against a reference point, such as a prior period, a peer team, or an external standard, to judge whether performance is strong or weak in context. It turns a raw output number into a relative score that tells you where a team stands. The reference point matters as much as the output, because the same number can be excellent against one baseline and poor against another.
View metricTeam productivity patterns
The recurring shapes in team output
Operations MetricsMetric Definition
Pattern Strength = Variance Explained by the Cycle / Total Variance in Output
Team productivity patterns are the recurring, predictable shapes in how a team output varies across time, such as a weekly rhythm, an end-of-sprint surge, or a post-launch dip. They describe the structure inside the noise, separating systematic variation from random fluctuation. Recognising a pattern lets a team plan around it rather than reacting to every up and down as if it were new.
View metricTeam productivity trends
The sustained direction of output
Operations MetricsMetric Definition
Productivity Trend = (Output per Input in Current Period - Output per Input in Prior Period) / Output per Input in Prior Period x 100
Team productivity trends measure the sustained direction of a team output over time, after stripping out short-term noise and recurring cycles. They answer whether a team is getting more done per unit of input, holding steady, or slipping, across weeks and quarters rather than day to day. A trend is the underlying slope, so the focus is on direction and durability, not any single period reading.
View metricTeam utilisation rate
Billable capacity
Operations MetricsMetric Definition
Team Utilisation Rate = (Productive Hours / Total Available Hours) x 100
Team utilisation rate is the percentage of a team total available hours that is spent on productive or billable work. It shows how much of the capacity you pay for actually turns into output, and it is the headline efficiency number for agencies, consultancies, and professional services teams. When utilisation drifts, it points straight at bench time, non-billable work, or a pipeline that is not feeding the team enough projects.
View metricTeam velocity analysis
Delivery throughput
Operations MetricsMetric Definition
Average Velocity = Total Completed Work Over N Sprints / N
Team velocity analysis is the practice of measuring how much work a team completes per iteration and studying the trend to forecast delivery and spot what is slowing it down. Velocity itself is the amount of completed work, usually counted in story points or finished items, in a fixed sprint. Analysis turns that raw count into a planning and diagnostic tool by looking at the average, the stability, and the drivers behind it.
View metricTeam workload distribution
Load balance
Operations MetricsMetric Definition
Workload Balance Index = Average Load per Member / Maximum Load on Any Member
Team workload distribution measures how evenly work is spread across the people on a team. It captures whether assignments, tickets, or tasks pile onto a few members while others sit underused, or whether the load is shared in a sustainable balance. An uneven distribution is an early warning of burnout, bottlenecks, and single points of failure, often well before it shows up in slipping deadlines or rising turnover.
View metricTechnical debt accumulation
Debt growth over time
Operations MetricsMetric Definition
Technical Debt Accumulation = New Debt Added (period) - Debt Remediated (period)
Technical debt accumulation is the net amount of remediation effort a codebase adds over a period, measured as new debt created minus debt paid down. It tells you whether your codebase is getting healthier or quietly decaying. When accumulation is positive and rising, future delivery slows and defect rates climb.
View metricTechnical debt accumulation rate
Debt growth as a percentage
Operations MetricsMetric Definition
Technical Debt Accumulation Rate = (New Debt Added - Debt Remediated) / Development Effort x 100
Technical debt accumulation rate is the net debt a codebase adds in a period expressed as a percentage of the development effort spent in that period. It normalises debt growth against output so you can compare across teams and time. A rate above zero means debt is outpacing the work that creates it.
View metricTechnical debt ratio
TDR
Operations MetricsMetric Definition
Technical Debt Ratio = (Remediation Cost / Development Cost) x 100
Technical debt ratio is the estimated cost to fix a codebase divided by the estimated cost to build it, expressed as a percentage. It sizes how much of your codebase is effectively owed back as remediation work. A high ratio means a large share of the system needs rework before it can be safely extended.
View metricTemplate effectiveness score
TES
Operations MetricsMetric Definition
Template Effectiveness Score = (Usage Weight x Usage Rate) + (Completion Weight x Completion Rate) + (Outcome Weight x Outcome Rate)
Template effectiveness score is a composite measure of how well a reusable template, such as a proposal, email, or document template, drives the outcome it was designed for. It blends usage, completion, and downstream results into one comparable number so teams can rank templates objectively rather than by preference.
View metricTemplate performance optimisation
The lift you earn per change
Metric Definition
Optimisation Lift = ((Post-Change Outcome Rate - Pre-Change Outcome Rate) / Pre-Change Outcome Rate) x 100
Template performance optimisation is the practice of measuring and improving the results a reusable template produces, expressed as the percentage lift in its primary outcome rate after a change. It treats every template as something to be tested and refined rather than written once and left alone.
View metricTemplate usage rate
Adoption of approved templates
Operations MetricsMetric Definition
Template Usage Rate = (Outputs Created From the Template / Total Eligible Outputs) x 100
Template usage rate is the share of eligible work that starts from an approved template rather than being built from scratch or copied ad hoc. It measures whether the templates a team has invested in are actually adopted, and it is the first signal that standardised content is working.
View metricTime-based trend analysis
Direction and rate of change
Operations MetricsMetric Definition
Period-over-Period Change = ((Current Period - Prior Period) / Prior Period) x 100
Time-based trend analysis is the practice of measuring how a metric moves over time to separate its underlying direction from short-term noise. It answers whether a number is genuinely rising, falling, or flat once seasonality and one-off spikes are accounted for. The point is not the latest value but the slope and what it implies about where the metric is heading.
View metricTrend analysis
Direction and rate of change
Operations MetricsMetric Definition
Trend rate = (Value at end of period - Value at start of period) / Value at start of period x 100
Trend analysis is the practice of measuring the direction and rate of change in a metric across consecutive time periods to separate the underlying movement from short-term noise. It answers whether a number is genuinely rising, falling, or holding steady. Teams use it to forecast, to spot turning points early, and to decide whether a recent change is signal or random variation.
View metricUpdate frequency rate
Refreshes per period
Operations MetricsMetric Definition
Update frequency rate = Number of updates in period / Length of period
Update frequency rate is the number of times a dataset, metric, or piece of content is refreshed within a defined period, usually expressed as updates per day, week, or month. It measures how current the thing being tracked stays. Teams use it to judge whether a metric is fresh enough to trust and to catch stale pipelines before a stale number drives a wrong decision.
View metricVersion release success rate
Release success rate
Operations MetricsMetric Definition
Release Success Rate = (Successful Releases / Total Releases) x 100
Version release success rate is the percentage of software releases that reach production and remain stable without a rollback, hotfix, or incident attributable to the release. It measures whether the path from code to production is reliable, not just fast. A high rate means engineering can ship with confidence, while a low rate signals that releases are gambles and that velocity is being paid for in firefighting.
View metricWorkflow automation effectiveness
Automation ROI
Operations MetricsMetric Definition
Effectiveness = (Successful Runs / Total Runs) x (Manual Time Saved per Run - Exception Handling Time per Run)
Workflow automation effectiveness measures how reliably and economically automated workflows complete their intended work compared with the manual process they replaced. It combines successful completion, time saved, and error reduction into a view of whether automation is actually paying off. A high automation count means nothing if those runs fail, stall, or create rework downstream.
View metricWorkflow completion rate
Process completion
Operations MetricsMetric Definition
Completion Rate = Completed Workflows / Started Workflows x 100
Workflow completion rate is the percentage of workflows that, once started, reach their intended final step rather than stalling or being abandoned along the way. It measures whether a process actually carries work to a finished state instead of leaving it stuck in the middle. A low completion rate means effort is entering the process and quietly disappearing before it produces an outcome.
View metricWorkflow state transition analysis
How items move between states
Operations MetricsMetric Definition
Transition Rate = Transitions from State A to State B / Total Items Entering State A
Workflow state transition analysis measures how items move between the defined states of a process, how often each transition happens, and how long items dwell in each state before moving on. It reveals where work stalls, loops back, or skips ahead, turning a static list of stages into a live map of flow. The slowest transition is usually where the process is actually constrained.
View metricWorkload distribution analysis
How evenly work is shared
Operations MetricsMetric Definition
Workload Imbalance = (Highest Individual Load - Lowest Individual Load) / Average Individual Load
Workload distribution analysis measures how evenly work is spread across a team or set of resources, exposing who is overloaded and who has spare capacity. It moves beyond a total volume number to show the shape of the distribution, because two teams with the same average load can be balanced or badly lopsided. The most overloaded resource usually sets the limit on what the whole team can deliver.
View metricWorklog accuracy
Time-tracking fidelity
Operations MetricsMetric Definition
Worklog Accuracy = (Correctly Logged Entries / Total Logged Entries) x 100
Worklog accuracy is the degree to which logged time entries match the work that was actually performed, in both hours recorded and the items they are booked against. It tells you whether your time data can be trusted for billing, capacity planning, and project estimates. When worklog accuracy is low, every downstream number built on top of logged time inherits the error.
View metricWorkspace activity trends
Engagement over time
Operations MetricsMetric Definition
Activity Trend = ((Active Events This Period - Active Events Prior Period) / Active Events Prior Period) x 100
Workspace activity trends measure how the volume and pattern of actions inside a shared workspace change over time, across people, features, and content. They show whether a team is adopting a workspace, plateauing, or quietly drifting away from it. Read as a direction of travel rather than a single snapshot, they are an early signal of engagement long before retention or revenue move.
View metricWorkspace health score
Composite engagement index
Operations MetricsMetric Definition
Workspace Health Score = (Engagement x We) + (Maintenance x Wm) + (Ownership x Wo) + (Breadth x Wb)
Workspace health score is a single composite index that combines several signals of how active, well-maintained, and broadly adopted a shared workspace is. It rolls up engagement, content freshness, ownership coverage, and breadth into one number teams can track at a glance. Because it is a composite, the score is only as useful as the decomposition that shows what is driving it.
View metricWorkspace performance comparison
Ranking teams, sites and locations side by side
Operations MetricsMetric Definition
Performance index = (Workspace metric value / Benchmark value) x 100
Workspace performance comparison is the practice of measuring multiple workspaces, such as teams, offices, stores or regions, against the same metric so you can see who is ahead, who is behind and by how much. It turns a single aggregate number into a ranked, like-for-like view. The point is not to crown a winner but to find the gap that explains the difference.
View metricWorkspace utilisation analysis
Used capacity versus available capacity
Operations MetricsMetric Definition
Utilisation rate = (Capacity used / Capacity available) x 100
Workspace utilisation analysis is the study of how much of a workspace available capacity is actually put to use over a given period, expressed as a percentage. It applies to desks and meeting rooms, to billable hours on a team, and to compute or production capacity. The aim is to find slack you are paying for and bottlenecks you are not.
View metric
Ecommerce & Marketplace Metrics
Listing conversion rate
Ecommerce & Marketplace MetricsMetric Definition
Listing Conversion Rate = (Purchases from Listing / Total Listing Views) x 100
Listing conversion rate measures the percentage of product listing views that result in a completed purchase. It is the core marketplace efficiency metric that reveals how effectively individual listings turn browsing interest into buying action.
View metricNew buyer growth rate
Ecommerce & Marketplace MetricsMetric Definition
New Buyer Growth Rate = ((New Buyers This Period - New Buyers Last Period) / New Buyers Last Period) x 100
New buyer growth rate measures the rate at which a marketplace acquires new buyers over a given period. It is the demand-side growth engine that determines whether the marketplace can sustain increasing transaction volume and attract more sellers.
View metricNew seller growth rate
Ecommerce & Marketplace MetricsMetric Definition
New Seller Growth Rate = ((New Sellers This Period - New Sellers Last Period) / New Sellers Last Period) x 100
New seller growth rate measures the rate at which a marketplace onboards new sellers over a given period. It is the supply-side growth engine that determines catalogue breadth, product selection, and the marketplace's ability to satisfy buyer demand.
View metricPercentage of active listings
Ecommerce & Marketplace MetricsMetric Definition
Percentage of Active Listings = (Active Listings / Total Listings) x 100
Percentage of active listings measures the proportion of all listings on a marketplace that are currently live, in stock, and available for purchase. It is a catalogue health metric that directly affects buyer experience, search quality, and marketplace credibility.
View metricPercentage of active sellers
Ecommerce & Marketplace MetricsMetric Definition
Percentage of Active Sellers = (Sellers with Active Listings / Total Registered Sellers) x 100
Percentage of active sellers measures the proportion of registered sellers on a marketplace who currently have at least one live listing. It is the supply-side engagement metric that reveals whether the marketplace is retaining its sellers as active participants or accumulating dormant accounts.
View metricPercentage of engaged buyers
Ecommerce & Marketplace MetricsMetric Definition
Percentage of Engaged Buyers = (Engaged Buyers / Total Registered Buyers) x 100
Percentage of engaged buyers measures the proportion of registered buyers who regularly interact with the marketplace through actions such as searching, browsing, adding to wishlists, or purchasing. It reveals the depth of demand-side engagement beyond simple registration counts.
View metricPercentage of satisfied transactions
Ecommerce & Marketplace MetricsMetric Definition
Percentage of Satisfied Transactions = (Positively Rated or Uncontested Transactions / Total Completed Transactions) x 100
Percentage of satisfied transactions measures the proportion of completed marketplace transactions that receive a positive rating or no complaint from the buyer. It is the trust metric that determines whether buyers will return and whether sellers maintain their reputation.
View metricPurchase frequency
Ecommerce & Marketplace MetricsMetric Definition
Purchase Frequency = Total Number of Orders / Total Number of Unique Customers
Purchase frequency measures how often customers make a purchase within a given time period. It is a core loyalty metric that directly determines customer lifetime value and reveals how deeply a product or marketplace has been integrated into a customer's buying habits.
View metricRepeat customer rate
Ecommerce & Marketplace MetricsMetric Definition
Repeat Customer Rate = (Customers with More Than One Purchase / Total Unique Customers) x 100
Repeat customer rate measures the percentage of customers who return to make more than one purchase. It is the clearest signal of whether a business is building genuine customer loyalty or relying entirely on one-time transactions to generate revenue.
View metricRevenue by traffic source
Ecommerce & Marketplace MetricsMetric Definition
Revenue by Traffic Source = Total Revenue Attributed to Channel X
Revenue by traffic source measures the total revenue attributed to each acquisition channel, such as organic search, paid advertising, email, direct, social media, and referrals. It answers the most fundamental marketing question: which channels are actually generating revenue, not just traffic?
View metricTime to purchase
Ecommerce & Marketplace MetricsMetric Definition
Time to Purchase = Sum of (Purchase Timestamp - First Visit Timestamp) for All Customers / Total Number of Purchasing Customers
Time to purchase measures the average duration between a customer's first interaction with a platform and their completed purchase. It quantifies the length of the buying decision cycle and reveals how much friction, hesitation, or consideration exists between initial interest and transaction.
View metricCheckout conversion rate
E-commerce metric
Ecommerce & Marketplace MetricsMetric Definition
Checkout Conversion Rate = (Completed Purchases / Checkout Starts) x 100
Checkout conversion rate measures the percentage of users who begin the checkout process and successfully complete their purchase. It isolates the final stage of the buying funnel, from the moment a shopper initiates checkout to the order confirmation page. This metric is critical for e-commerce businesses because the checkout is where purchase intent is highest, and any friction at this stage directly destroys revenue that was nearly captured.
View metricProduct return rate
E-commerce metric
Ecommerce & Marketplace MetricsMetric Definition
Product Return Rate = (Number of Units Returned / Number of Units Sold) x 100
Product return rate measures the percentage of purchased products that are returned by customers after delivery. It is a critical e-commerce and retail metric because returns directly erode gross margin through reverse logistics costs, restocking expenses, and lost inventory value. For many online retailers, the return rate is the single largest threat to profitability, particularly in categories like fashion where return rates routinely exceed 30%.
View metricRevenue per visitor
E-commerce metric
Ecommerce & Marketplace MetricsMetric Definition
Revenue Per Visitor = Total Revenue / Number of Unique Visitors
Revenue per visitor (RPV) measures the total revenue generated divided by the number of unique visitors to a website or app over a given period. It combines the effects of conversion rate and average order value into a single number that represents how effectively the business monetises its traffic. RPV is one of the most useful e-commerce metrics because it captures both "how many visitors buy" and "how much they spend" in a single, comparable figure.
View metricCustomer repeat rate
Loyalty signal
Ecommerce & Marketplace MetricsMetric Definition
Customer Repeat Rate = (Customers with 2+ Orders / Total Unique Customers) x 100
Customer repeat rate measures the percentage of customers who return to make more than one purchase within a defined period. It is the simplest and most direct indicator of whether your product, pricing, and post-purchase experience are strong enough to earn a second transaction.
View metricOrder frequency
Buying cadence
Ecommerce & Marketplace MetricsMetric Definition
Order Frequency = Total Orders / Total Unique Customers (in period)
Order frequency measures the average number of orders a customer places within a defined time period. It captures how deeply your store has been woven into a customer's purchasing habits and is one of the three core levers of customer lifetime value alongside average order value and customer lifespan.
View metricFulfilment speed
Order-to-delivery time
Ecommerce & Marketplace MetricsMetric Definition
Fulfilment Speed = Sum of (Delivery Date - Order Date) for All Orders / Total Orders Delivered
Fulfilment speed measures the average elapsed time from when a customer places an order to when they receive it. It is one of the most visible indicators of operational excellence and directly influences customer satisfaction, repeat purchasing, and competitive positioning.
View metricShipping cost analysis
Shipping cost ratio
Ecommerce & Marketplace MetricsMetric Definition
Shipping Cost Ratio = (Total Shipping Costs / Total Order Revenue) x 100
Shipping cost analysis measures shipping expenditure as a percentage of order value. It quantifies how much of each sale is consumed by the cost of getting the product to the customer and is a critical input to e-commerce profitability, pricing strategy, and free-shipping threshold decisions.
View metricDiscount usage analysis
Promotional penetration
Ecommerce & Marketplace MetricsMetric Definition
Discount Usage Rate = (Orders with a Discount Code / Total Orders) x 100
Discount usage analysis measures the percentage of orders that include a discount code or promotional offer. It reveals how dependent your revenue is on price reductions and whether your promotional strategy is driving incremental sales or simply subsidising purchases that would have happened at full price.
View metricMarketing channel attribution
Revenue credit allocation
Ecommerce & Marketplace MetricsMetric Definition
Marketing channel attribution assigns revenue credit to the marketing channels that influenced each purchase. It determines which channels drive profitable customers and guides budget allocation across paid, organic, social, email, and referral sources.
View metricNew vs returning customers
Customer composition
Ecommerce & Marketplace MetricsMetric Definition
New vs returning customers measures the proportion of orders and revenue coming from first-time buyers versus repeat purchasers. It reveals whether growth is driven by acquisition, loyalty, or a sustainable balance of both.
View metricOrders per customer
Purchase depth
Ecommerce & Marketplace MetricsMetric Definition
Orders Per Customer = Total Lifetime Orders / Total Unique Customers
Orders per customer measures the cumulative average number of orders placed per customer across their entire relationship with your store. It captures how deeply customers engage with your brand over time and is a core component of customer lifetime value.
View metricProduct performance analysis
Catalogue optimisation
Ecommerce & Marketplace MetricsMetric Definition
Product performance analysis evaluates each product across revenue, units sold, margin, return rate, and conversion rate. It identifies which products drive value and which underperform, enabling data-driven merchandising, pricing, and inventory decisions.
View metricProfit margin by product
Per-product profitability
Ecommerce & Marketplace MetricsMetric Definition
Product Profit Margin = ((Revenue - COGS) / Revenue) x 100
Profit margin by product measures the percentage of revenue retained as profit after deducting cost of goods sold for each product. It reveals which products generate healthy margins and which are margin-dilutive, guiding pricing, promotion, and catalogue decisions.
View metricRevenue by channel
Channel diversification
Ecommerce & Marketplace MetricsMetric Definition
Revenue by channel segments total sales by the distribution channel through which they occur, including online store, point of sale, social commerce, marketplaces, and wholesale. It reveals channel contribution, concentration risk, and diversification opportunities.
View metricRevenue by geography
Regional performance
Ecommerce & Marketplace MetricsMetric Definition
Revenue by geography breaks down sales by customer location, including country, region, or city. It reveals market penetration, identifies expansion opportunities, and highlights geographic concentration risk.
View metricSessions to purchase ratio
Consideration cycle length
Ecommerce & Marketplace MetricsMetric Definition
Sessions to Purchase Ratio = Total Sessions / Total Purchases
Sessions to purchase ratio measures how many site sessions are needed, on average, before a visitor makes a purchase. It captures the consideration cycle length and browsing behaviour of your customers, revealing how much nurturing is required to convert interest into revenue.
View metricStore conversion rate
Visitor-to-buyer efficiency
Ecommerce & Marketplace MetricsMetric Definition
Store Conversion Rate = (Purchasing Visitors / Total Unique Visitors) x 100
Store conversion rate is the percentage of unique visitors who complete at least one purchase. It is the broadest measure of how effectively your store converts browsing traffic into paying customers and one of the highest-leverage metrics for e-commerce growth.
View metricTop selling products analysis
Best performer tracking
Ecommerce & Marketplace MetricsMetric Definition
Top selling products analysis ranks products by revenue, units sold, or order count to identify the items that drive the most business value. It highlights heroes, rising stars, and declining performers so merchandising teams can act before trends shift.
View metricTraffic source performance
Traffic quality analysis
Ecommerce & Marketplace MetricsMetric Definition
Traffic source performance evaluates each traffic source on volume, conversion rate, revenue contribution, and customer quality. It compares organic, paid, social, email, direct, and referral channels holistically to reveal which sources deliver valuable visitors.
View metricAbandoned cart recovery rate
Win-back effectiveness
Ecommerce & Marketplace MetricsMetric Definition
Abandoned Cart Recovery Rate = (Recovered Carts / Total Abandoned Carts) x 100
Abandoned cart recovery rate is the percentage of abandoned carts that are subsequently converted into completed orders through recovery efforts such as email sequences, SMS reminders, or retargeting campaigns. It quantifies how effectively your win-back automation recaptures lost revenue.
View metricAverage product rating
Customer satisfaction proxy
Ecommerce & Marketplace MetricsMetric Definition
Average Product Rating = Sum of All Ratings / Number of Reviews
Average product rating is the mean star rating across all customer reviews for a given product or your entire catalogue. It serves as a proxy for customer satisfaction, product quality perception, and directly influences conversion rate and search ranking.
View metricCart conversion rate
Add-to-cart to purchase
Ecommerce & Marketplace MetricsMetric Definition
Cart Conversion Rate = (Completed Orders / Sessions with Add-to-Cart) x 100
Cart conversion rate is the percentage of visitors who add items to their cart and subsequently complete a purchase. It isolates the effectiveness of the post-browse, pre-checkout stage of the buying journey and reveals how much high-intent traffic is lost before checkout.
View metricCheckout abandonment rate
Final-stage drop-off
Ecommerce & Marketplace MetricsMetric Definition
Checkout Abandonment Rate = ((Checkout Starts - Completed Orders) / Checkout Starts) x 100
Checkout abandonment rate is the percentage of visitors who initiate the checkout process but leave before completing payment. It focuses exclusively on drop-off after the buyer has committed to purchasing, representing the highest-intent lost revenue in the funnel.
View metricCollection performance analysis
Merchandising effectiveness
Ecommerce & Marketplace MetricsMetric Definition
Collection performance analysis evaluates each product collection on revenue contribution, conversion rate, average order value, and traffic volume. It reveals which product groupings resonate with customers and which underperform, guiding site structure and merchandising decisions.
View metricCustomer cohort analysis
Retention over time
Ecommerce & Marketplace MetricsMetric Definition
Customer cohort analysis groups customers by their acquisition period and tracks their purchasing behaviour over subsequent time intervals. It reveals how retention, order frequency, and revenue evolve for each cohort as they mature, exposing trends that aggregate metrics hide.
View metricSeasonal trend analysis
Demand pattern recognition
Ecommerce & Marketplace MetricsMetric Definition
Seasonal trend analysis examines recurring patterns in sales, traffic, and customer behaviour across different time periods. It identifies predictable demand cycles that inform inventory planning, marketing timing, staffing, and budget allocation.
View metricCoupon effectiveness analysis
Incremental return on discount
Ecommerce & Marketplace MetricsMetric Definition
Coupon Effectiveness = (Incremental Gross Margin - Discount Cost) / Discount Cost x 100
Coupon effectiveness analysis measures whether a discount code generates enough incremental profit to justify the margin it gives away. It separates sales that the coupon genuinely caused from sales that would have happened anyway, so a popular code is not mistaken for a profitable one.
View metricDiscount effectiveness
Promotion return on margin
Ecommerce & Marketplace MetricsMetric Definition
Discount Effectiveness = Incremental Gross Profit / Total Discount Cost
Discount effectiveness measures whether a discount generates enough incremental profit to justify the margin given away. It compares the extra gross profit a promotion drives against the cost of the discount itself. A discount can lift revenue and still destroy money if most of the sales would have happened anyway at full price.
View metricDraft order conversion rate
Draft-to-paid rate
Ecommerce & Marketplace MetricsMetric Definition
Draft Order Conversion Rate = (Paid Draft Orders / Total Draft Orders Created) x 100
Draft order conversion rate is the percentage of draft orders that turn into paid orders within a given period. A draft order is a manually created order that has not yet been paid, often used for wholesale, phone orders, custom quotes, or sales-assisted deals. The metric tells you how effectively your team converts these prepared orders into actual revenue.
View metricFulfilment time analysis
Order to delivery, stage by stage
Ecommerce & Marketplace MetricsMetric Definition
Fulfilment time = Delivery timestamp - Order timestamp
Fulfilment time analysis is the practice of measuring the time it takes to move an order from placement to delivery, broken down into the stages in between. It shows where time accumulates, whether in processing, picking, packing, or transit, so you can target the slowest stage. The aim is a clear, comparable view of how long fulfilment really takes and why.
View metricGift card utilisation rate
Redeemed value vs issued value
Ecommerce & Marketplace MetricsMetric Definition
Gift Card Utilisation Rate = (Redeemed Gift Card Value / Total Issued Gift Card Value) x 100
Gift card utilisation rate measures the share of issued gift card value that customers actually redeem. It is the difference between a card someone bought and a sale someone made. A high rate means cards convert into purchases and engaged customers, while a low rate signals trapped value, forgotten balances, and a revenue recognition question that finance has to manage.
View metricInventory turnover rate
Inventory turns
Ecommerce & Marketplace MetricsMetric Definition
Inventory Turnover Rate = Cost of Goods Sold / Average Inventory
Inventory turnover rate measures how many times a business sells and replaces its entire stock of inventory over a period. It shows whether capital is moving efficiently through the supply chain or sitting idle on shelves. A higher turnover usually means tighter buying, faster sales, and less cash tied up in goods.
View metricPurchase funnel analysis
Step-by-step buying drop-off
Ecommerce & Marketplace MetricsMetric Definition
Step Conversion Rate = Shoppers Reaching Next Step / Shoppers Reaching Current Step
Purchase funnel analysis is the practice of measuring how shoppers move through the stages between arriving on a site and completing a purchase, and where they drop off in between. It breaks the buying path into ordered steps, then quantifies the conversion and abandonment at each one. The result shows which step is losing revenue, not just that revenue is being lost.
View metricRepeat purchase rate
RPR
Ecommerce & Marketplace MetricsMetric Definition
Repeat purchase rate = (Customers with more than one purchase / Total customers) x 100
Repeat purchase rate is the percentage of customers who make more than one purchase in a defined period. It measures whether a business earns a second order, which is the foundation of customer lifetime value and efficient growth. A rising rate means acquisition spend compounds; a falling rate means you are refilling a leaking bucket.
View metricReturn visitor rate
RVR
Ecommerce & Marketplace MetricsMetric Definition
Return visitor rate = (Returning visitors / Total visitors) x 100
Return visitor rate is the percentage of visitors to a site or app who come back at least once within a given period, rather than visiting only once. It measures how well a site earns repeat attention. A rising rate suggests the content or product is worth returning to, while a flat rate points to a one-and-done experience.
View metricRFM segmentation
RFM
Ecommerce & Marketplace MetricsMetric Definition
RFM Score = (Recency Score x 100) + (Frequency Score x 10) + Monetary Score
RFM segmentation is a method that scores customers on three behaviours, how recently they bought, how often they buy, and how much they spend, then groups them into segments you can act on. It separates your best repeat buyers from one-time bargain hunters and at-risk regulars. The result is a targeting map built from behaviour rather than guesswork.
View metricStock-out frequency
OOS rate
Ecommerce & Marketplace MetricsMetric Definition
Stock-out frequency = (Number of stock-out events / Total item-days observed) x 100
Stock-out frequency is the rate at which products are unavailable to buy because inventory has dropped to zero, measured across a set of items over a defined period. It tells you how reliably you can fulfil demand. A high reading points to lost sales, frustrated customers, and a supply chain that cannot keep pace with what people are trying to buy.
View metric
Customer Support Metrics
Agent touches per ticket
Customer Support MetricsMetric Definition
Agent Touches per Ticket = Total Agent Touches / Total Tickets Resolved
Agent touches per ticket measures the average number of agent interactions required to resolve a single support ticket. It captures the efficiency of the resolution process and directly reflects the effort placed on both agents and customers throughout the support journey.
View metricAverage handle time (AHT)
Customer Support MetricsMetric Definition
AHT = (Total Talk Time + Total Hold Time + Total After-Call Work) / Total Interactions Handled
Average handle time measures the average total duration of a single customer support interaction, including talk time, hold time, and after-call work. It is one of the most widely tracked efficiency metrics in contact centres and support operations, directly influencing staffing models, cost forecasts, and service level planning.
View metricAverage reply time (ART)
Customer Support MetricsMetric Definition
ART = Total Time Between Customer Messages and Agent Replies / Total Number of Agent Replies
Average reply time measures the mean elapsed time between a customer sending a message and an agent responding within an ongoing support conversation. Unlike first response time, which covers only the initial reply, ART tracks responsiveness throughout the entire interaction, capturing the experience customers have after the conversation has started.
View metricAverage resolution time
Customer Support MetricsMetric Definition
Average Resolution Time = Total Resolution Time Across All Tickets / Total Tickets Resolved
Average resolution time measures the mean elapsed time from when a support ticket is created to when it is fully resolved and closed. It captures the end-to-end customer experience of getting an issue fixed, encompassing wait times, agent work time, escalations, and any back-and-forth exchanges required to reach a solution.
View metricCall abandonment rate
Customer Support MetricsMetric Definition
Call Abandonment Rate = (Abandoned Calls / Total Inbound Calls) x 100
Call abandonment rate measures the percentage of inbound calls where the caller disconnects before reaching a live agent. It is a direct indicator of whether a contact centre can meet demand, and every abandoned call represents a customer whose issue remains unresolved and whose patience has been exhausted.
View metricConversations per teammate
Customer Support MetricsMetric Definition
Conversations per Teammate = Total Active Conversations / Number of Active Agents
Conversations per teammate measures the average number of active support conversations each agent handles during a given period. It is a core workload and capacity metric that influences response times, resolution quality, agent wellbeing, and the overall cost efficiency of a support operation.
View metricEscalation rate
Customer Support MetricsMetric Definition
Escalation Rate = (Escalated Tickets / Total Tickets Handled) x 100
Escalation rate measures the percentage of support tickets that are transferred from one tier or team to a higher tier or specialist group for resolution. It reflects the gap between the issues customers raise and the ability of frontline agents to resolve them, making it a key indicator of agent readiness, process maturity, and product complexity.
View metricFirst response time (FRT)
Customer Support MetricsMetric Definition
FRT = Total First Response Times / Total Tickets With a First Response
First response time measures the elapsed time between a customer creating a support ticket and receiving the first substantive response from a human agent. It is the metric that shapes the customer's initial impression of the support experience and sets the tone for the entire interaction.
View metricKnowledge base views
Customer Support MetricsMetric Definition
Knowledge Base Views = Sum of All Article Page Views in Period
Knowledge base views is the total number of times self-service help articles are viewed within a given period. It is the foundational volume metric for understanding how customers engage with your help content and a leading indicator of self-service adoption and support deflection effectiveness.
View metricMost common issues
Customer Support MetricsMetric Definition
Issue Frequency % = (Tickets for Issue Type / Total Tickets in Period) x 100
Most common issues is a ranked distribution of support ticket types by frequency, revealing which problems generate the highest volume of customer contacts. It is the diagnostic metric that tells support and product teams where to invest to reduce ticket volume and improve customer experience.
View metricPercentage of positive votes
Customer Support MetricsMetric Definition
Positive Vote % = (Positive Votes / Total Votes) x 100
Percentage of positive votes measures the proportion of knowledge base article ratings that are positive, typically captured through "Was this article helpful?" yes/no prompts. It is the most direct signal of whether self-service content is actually solving customer problems.
View metricPredicted CSAT (P-CSAT)
Customer Support MetricsMetric Definition
P-CSAT = f(interaction signals, customer context, resolution data)
Predicted CSAT is a machine-learning-generated satisfaction score that estimates how a customer would rate a support interaction before they respond to a survey. It transforms CSAT from a retrospective sample into a real-time, comprehensive quality signal across 100% of interactions.
View metricRatio of views vs tickets submitted
Customer Support MetricsMetric Definition
Views-to-Tickets Ratio = Knowledge Base Views / New Tickets Submitted
The ratio of knowledge base views to tickets submitted measures how many self-service article views occur for every new support ticket created. It is the core metric for evaluating whether your self-service content is effectively deflecting tickets and reducing the load on human agents.
View metricTicket backlog
Customer Support MetricsMetric Definition
Ticket Backlog = Open Tickets at Start of Period + New Tickets Created - Tickets Resolved
Ticket backlog is the total number of unresolved support tickets at a given point in time. It is the stock metric that reveals whether a support operation has the capacity to keep up with incoming demand, and it is the earliest warning signal of a growing gap between ticket inflow and resolution throughput.
View metricTicket volume
Customer Support MetricsMetric Definition
Ticket Volume = Total New Tickets Created in Period
Ticket volume is the total number of new support tickets created within a defined period. It is the fundamental demand metric for support operations, determining staffing requirements, budget allocation, and the urgency of self-service and product quality investments.
View metricRepeat contact rate
Customer support metric
Customer Support MetricsMetric Definition
Repeat Contact Rate = (Customers with Multiple Contacts / Total Customers Who Contacted Support) x 100
Repeat contact rate measures the percentage of customers who contact support more than once about the same issue or within a defined time window. It is a direct measure of resolution quality: when a customer contacts support again, it typically means their problem was not fully resolved on the previous interaction. High repeat contact rates increase support costs, frustrate customers, and signal systemic issues in either the product or the support process.
View metricSelf-service success rate
Customer support metric
Customer Support MetricsMetric Definition
Self-Service Success Rate = (Queries Resolved via Self-Service / Total Support Queries) x 100
Self-service success rate measures the percentage of customer support queries that are resolved through self-service channels without requiring interaction with a human agent. These channels include knowledge bases, help centres, chatbots, FAQ pages, in-app guidance, and community forums. A high self-service success rate means customers can find answers independently, which reduces support costs, improves response times, and often provides a better customer experience than waiting for an agent.
View metricConversation resolution rate
Support effectiveness
Customer Support MetricsMetric Definition
Conversation Resolution Rate = (Resolved Conversations / Total Conversations) x 100
Conversation resolution rate measures the percentage of customer support conversations that are resolved, meaning the customer's issue is fully addressed and the conversation is closed. It captures the effectiveness of the support team at actually solving problems rather than simply responding to them. A high resolution rate indicates that the team is closing the loop on customer issues, while a low rate suggests that conversations are going unanswered, being abandoned, or left in limbo.
View metricAgent utilisation rate
Support capacity
Customer Support MetricsMetric Definition
Agent Utilisation Rate = (Time on Active Conversations / Total Available Time) x 100
Agent utilisation rate measures the percentage of an agent's available working time spent on active customer conversations. It captures how effectively support capacity is being used, balancing the need for productivity against the risk of burnout and declining service quality. The metric helps support leaders right-size their teams, plan shifts, and understand whether staffing levels match conversation demand.
View metricSupport cost per conversation
Support economics
Customer Support MetricsMetric Definition
Support Cost per Conversation = Total Support Costs / Total Conversations Handled
Support cost per conversation measures the total cost of running the support operation divided by the number of conversations handled. It captures the unit economics of customer support, providing a clear picture of how much each customer interaction costs the business. The metric is essential for budgeting, staffing decisions, channel strategy, and evaluating investments in automation and self-service.
View metricAgent performance analysis
Support quality and efficiency
Customer Support MetricsMetric Definition
Agent performance score = (Quality weight x Quality) + (Efficiency weight x Efficiency) + (Volume weight x Volume)
Agent performance analysis is the practice of measuring how effectively an individual support agent resolves customer issues across speed, quality and volume. It combines efficiency measures like handle time with quality measures like resolution and satisfaction. Done well, it separates agents who close tickets fast from agents who close them right.
View metricAgent productivity score
Output per available hour
Customer Support MetricsMetric Definition
Agent productivity score = Productive output / Available time
Agent productivity score is a measure of how much useful support work an agent completes relative to the time they are available to work. It rewards resolved contacts and active handling while penalising idle and unproductive time. The aim is to capture genuine output, not raw activity or hours logged.
View metricAgent specialisation analysis
Routing and skill concentration
Customer Support MetricsMetric Definition
Specialisation Index = Tickets in Primary Category / Total Tickets Handled
Agent specialization analysis is the study of how concentrated each support or sales agent is on a narrow set of issue types, products, or customer segments rather than handling everything. It shows whether your routing sends the right work to the right people. Done well, it lifts resolution speed and quality at the same time.
View metricArticle effectiveness score
Self-service content quality
Customer Support MetricsMetric Definition
Article Effectiveness Score = (Deflection Weight x Deflection Rate) + (Helpfulness Weight x Helpful Rate) + (Findability Weight x Search Click Rate)
Article effectiveness score is a composite measure of how well a single help centre or knowledge base article resolves the question it is meant to answer. It blends whether readers found it, whether it deflected a ticket, and whether they rated it useful. A high score means the article does its job without a person ever getting involved.
View metricCase resolution time
Time to resolution
Customer Support MetricsMetric Definition
Average case resolution time = Total resolution time across cases / Number of resolved cases
Case resolution time is the total elapsed time from when a support case is opened to when it is fully resolved and closed. It measures how long customers wait for an actual fix, not just a first reply. Shorter resolution time usually means happier customers and lower support cost, but only when cases are genuinely resolved rather than closed prematurely.
View metricContact engagement score
Weighted activity index
Customer Support MetricsMetric Definition
Engagement Score = Sum of (Signal Count x Signal Weight x Recency Factor)
A contact engagement score is a single weighted number that summarises how actively an individual contact is interacting with your product, emails, content, and people. It rolls many signals, such as email opens, logins, meeting attendance, and feature use, into one comparable figure so sales and customer success can rank contacts and act on the ones cooling off. The score is a proxy for intent and relationship health, not a guarantee of either.
View metricContact lifecycle analysis
Stage-by-stage movement
Customer Support MetricsMetric Definition
Stage Conversion Rate = (Contacts Advancing to Next Stage / Contacts Entering Stage) x 100
Contact lifecycle analysis measures how contacts progress through the defined stages of a relationship, from new lead through qualified, opportunity, customer, and advocate, including where they stall and where they fall out. Rather than a single conversion number, it shows the shape of movement across every stage so a team can see which transition is leaking. It is the view that turns a flat list of contacts into a flow you can manage.
View metricContact response time
Speed to first reply
Customer Support MetricsMetric Definition
Contact Response Time = Sum of (First Reply Time minus Inbound Time) / Number of Contacts Replied To
Contact response time is the elapsed time between a contact reaching out and the first meaningful human reply they receive. It is the clearest early signal of how responsive a sales or service team really is. Slow first replies cost deals and goodwill long before any other metric notices.
View metricContact segmentation analysis
Grouping contacts that behave alike
Customer Support MetricsMetric Definition
Segment Share = (Contacts in Segment / Total Contacts) x 100
Contact segmentation analysis is the practice of dividing a contact base into groups that share meaningful traits, then comparing how those groups behave. It turns one undifferentiated list into a map of who actually converts, spends, and stays. The point is not to label contacts but to act differently towards segments that behave differently.
View metricConversation abandonment rate
CAR
Customer Support MetricsMetric Definition
Conversation Abandonment Rate = (Abandoned Conversations / Total Conversations Started) x 100
Conversation abandonment rate is the percentage of started conversations that end before the customer reaches a resolution or a human agent. It measures how often people give up on a support chat, chatbot, or messaging channel without getting what they came for. A high rate points to friction, long waits, or a bot that cannot answer the question.
View metricConversation channel analysis
Channel mix and performance
Customer Support MetricsMetric Definition
Channel Share = (Conversations on Channel / Total Conversations Across All Channels) x 100
Conversation channel analysis is the practice of comparing how support conversations perform across each channel a customer can reach you on, such as email, live chat, phone, social and self-service. It reveals where volume concentrates, which channels resolve fastest, and which cost the most to operate. Done well, it turns channel strategy from a guess into a measured decision.
View metricConversation funnel analysis
Stage-by-stage resolution
Customer Support MetricsMetric Definition
Stage Conversion = (Conversations Reaching Next Stage / Conversations Entering Stage) x 100
Conversation funnel analysis is the practice of tracking how support conversations progress through the stages between open and resolved, measuring how many advance and how many stall at each step. It exposes where conversations get stuck, abandoned or bounced back. Instead of a single resolution number, it shows the shape of the path that leads there.
View metricConversation handoff analysis
Transfers between agents and teams
Customer Support MetricsMetric Definition
Handoff Rate = (Conversations With at Least One Transfer / Total Conversations) x 100
Conversation handoff analysis is the practice of measuring how often a support conversation is transferred from one agent, team or channel to another before it resolves. Each handoff adds delay, repetition for the customer and risk of context loss. The analysis exposes where handoffs cluster and which ones are avoidable, turning a hidden source of friction into something you can manage.
View metricConversation sentiment analysis
Sentiment score
Customer Support MetricsMetric Definition
Sentiment Score = (Positive Conversations - Negative Conversations) / Total Scored Conversations
Conversation sentiment analysis is the practice of scoring the emotional tone of customer conversations, usually on a scale from negative to positive, to measure how people feel while they interact with your team. It turns the qualitative texture of support chats, calls, and emails into a number you can track over time. When sentiment is decomposed into its drivers, it becomes a diagnostic for where the experience is breaking down.
View metricConversation topic analysis
Topic distribution
Customer Support MetricsMetric Definition
Topic Share = Conversations Tagged with Topic / Total Classified Conversations
Conversation topic analysis is the practice of classifying customer conversations into themes, then measuring how much of your contact volume each theme accounts for. It answers the question of what customers are actually contacting you about, in proportions you can act on. When topics are decomposed into their drivers, the analysis points to the upstream causes that generate the contacts.
View metricConversation volume
Contact volume
Customer Support MetricsMetric Definition
Conversation Volume = Sum of Conversations Opened Across All Channels in the Period
Conversation volume is the total number of customer conversations your team handles in a given period across every channel. It is the workload metric that sizes staffing, exposes demand spikes, and signals when something upstream is generating extra contacts. When decomposed into its drivers, conversation volume shows whether a rise comes from growth, seasonality, or a problem you can fix.
View metricConversation volume trends
Inbound contacts over time
Customer Support MetricsMetric Definition
Conversation Volume Trend = (Conversations This Period - Conversations Prior Period) / Conversations Prior Period x 100
Conversation volume trends measure how the number of inbound support conversations changes across consecutive periods. The trend matters more than any single period because it reveals whether demand on the support team is rising, holding, or falling before staffing and response times feel the strain.
View metricCustomer contact frequency
Touches per customer per period
Customer Support MetricsMetric Definition
Customer Contact Frequency = Total Customer Contacts in Period / Number of Active Customers
Customer contact frequency is the average number of times a business reaches out to or interacts with each customer over a defined period. It captures how often a customer hears from sales, success, support, and marketing combined. Tracked well, it tells you whether relationships are being nurtured, neglected, or smothered.
View metricCustomer journey support analysis
Support load by lifecycle stage
Customer Support MetricsMetric Definition
Stage Support Rate = Support Contacts in Stage / Active Customers in Stage
Customer journey support analysis is the practice of measuring how much support effort customers consume at each stage of their lifecycle, from onboarding through to renewal. It maps contact rates, ticket reasons, and resolution effort against journey stages so you can see where the experience breaks down. Instead of treating support as one undifferentiated queue, it shows you which moments create the most friction.
View metricCustomer segment support analysis
Support by segment
Customer Support MetricsMetric Definition
Segment Support Load = Segment Ticket Volume / Segment Active Customers
Customer segment support analysis is the practice of breaking support demand, cost, and outcomes down by customer segment so the team can see which segments cost the most to serve and which receive the worst experience. It replaces a single blended support average with a view that exposes where effort and satisfaction diverge. The output is usually a per-segment scorecard of volume, resolution time, cost, and satisfaction.
View metricCustomer support ticket analysis
Ticket analytics
Customer Support MetricsMetric Definition
Tickets per 100 Customers = (Total Tickets in Period / Active Customers) x 100
Customer support ticket analysis is the systematic study of support ticket data to understand demand, efficiency, cost, and the root causes behind why customers contact support. It moves a team beyond counting tickets towards explaining them, so the same data that measures workload also points to the product and process fixes that reduce it. The output is a set of linked metrics covering volume, resolution, cost, and category.
View metricEscalation pattern analysis
Finding the structure behind escalations
Customer Support MetricsMetric Definition
Escalation Rate = (Escalated Tickets / Total Tickets) x 100
Escalation pattern analysis is the study of which support tickets get escalated, why they escalate, and what those escalations reveal about gaps in your product, process, and team. Instead of treating each escalation as a one-off, it looks for recurring patterns across reason, product area, customer segment, and the path a ticket took before it moved up a tier. The output is a prioritised list of root causes you can fix at source rather than handling case by case.
View metricHelp center article views
Self-service demand signal
Customer Support MetricsMetric Definition
Help Center Article Views = Total Article Page Views in Period
Help center article views are the total number of times help centre articles are opened and read within a defined period. The metric measures how much of your support demand is being met by self-service content before a customer ever opens a ticket. It is the clearest signal of whether your documentation is actually being used.
View metricKnowledge gap identification
Finding what your content cannot answer
Customer Support MetricsMetric Definition
Knowledge Gap Rate = (Questions With No Adequate Documented Answer / Total Questions Asked) x 100
Knowledge gap identification is the practice of measuring how often questions reach a team or customer without a documented answer, then locating the topics where that documentation is missing. It turns scattered unanswered questions into a ranked list of content to create. The goal is to close the gaps that cost the most time and cause the most repeat contact.
View metricKnowledge transfer effectiveness
Does the knowledge actually stick
Customer Support MetricsMetric Definition
Knowledge Transfer Effectiveness = (Recipients Able to Apply the Knowledge Independently / Total Recipients) x 100
Knowledge transfer effectiveness measures how well knowledge moves from one person or team to another and is retained well enough to be applied independently. It is the difference between someone being told how something works and being able to do it without help. The metric tracks whether handovers, onboarding, and training produce capable people rather than just delivered material.
View metricMeeting sentiment analysis
Conversation tone scoring
Customer Support MetricsMetric Definition
Sentiment score = (Positive segments - Negative segments) / Total scored segments
Meeting sentiment analysis is the practice of scoring the emotional tone of a conversation, usually on a scale from negative through neutral to positive. It turns the qualitative feel of a meeting into a number you can track across calls, teams and accounts. The score is derived from transcripts, language cues and sometimes voice or facial signals, so a soft notion like mood becomes a measurable trend.
View metricOnboarding conversation rate
Activation through guided onboarding
Customer Support MetricsMetric Definition
Onboarding Conversation Rate = (New Users Who Engaged in Onboarding / Total New Users Who Started Onboarding) x 100
Onboarding conversation rate is the percentage of new users who actively engage in a guided onboarding exchange, such as a setup chat, walkthrough, or assisted first session, rather than dropping off in silence. It measures how well the first moments of the product turn a fresh signup into a participating user. A low rate signals that people sign up but never reach the moment where the product starts to make sense.
View metricPeak support hours analysis
When contacts concentrate
Customer Support MetricsMetric Definition
Peak Hour Contact Share = Contacts in Busiest Hour / Total Daily Contacts x 100
Peak support hours analysis is the practice of measuring how inbound support contacts distribute across the hours of the day so you can find the windows where volume concentrates and queues build. It converts a flat daily contact total into an hourly arrival profile. That profile drives shift planning, service level forecasts, and agent coverage in a way a daily total never can.
View metricProactive support effectiveness
Prevented-contact rate
Customer Support MetricsMetric Definition
Proactive Support Effectiveness = (Prevented Contacts / Proactive Outreaches) x 100
Proactive support effectiveness is the share of potential support contacts that are prevented or resolved by reaching out to customers before they raise a ticket. It measures whether proactive outreach actually reduces inbound demand rather than just adding noise. A high score means the team is solving problems upstream instead of waiting for them to land in the queue.
View metricSupport cost per contact
Cost per contact
Customer Support MetricsMetric Definition
Support cost per contact = Total support cost / Number of contacts handled
Support cost per contact is the total cost of running a support operation divided by the number of customer contacts it handles. It tells you what each ticket, call or chat actually costs to resolve. Because it is fully loaded, it captures the real economics of support rather than just headline salaries.
View metricSupport ticket escalation rate
Escalation rate
Customer Support MetricsMetric Definition
Support Ticket Escalation Rate = (Escalated Tickets / Total Tickets Handled) x 100
Support ticket escalation rate is the percentage of support tickets that frontline agents cannot resolve and must transfer to a higher tier, specialist team, or another department. It exposes the gap between the issues customers raise and what your first line of support can actually close. A rising rate usually points to training gaps, thin documentation, or a recent product change that frontline agents are not yet equipped to handle.
View metricSurvey response analysis
Response rate and signal quality
Customer Support MetricsMetric Definition
Survey Response Rate = (Completed Responses / Invitations Delivered) x 100
Survey response analysis is the practice of measuring how many people complete a survey and turning their answers into a reliable, representative read on what your audience thinks. It combines a quantitative response rate with the quality and balance of the responses you receive. A survey with a low or skewed response rate produces conclusions that look precise but do not represent the population you care about.
View metric