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Metrics · · 2 min read

Agreeing on a metric definition

Review a Snowfire metric definition, set its trend, see who changed it and when, and who can use it, so every team works from the same number.

What it’s for

Each metric in Snowfire holds one definition, so every team starts from the same figure. This article shows how to review that definition, set the details that steer it, see who changed it and see who can use it.

Before you start

  • Anyone who can open the metric can review it.
  • Editing its SQL is part of the Admin role.
  • Members are set by access: company admins and anyone with connector permission for the metric’s data sources.

Steps

Review the definition

  1. Open Metrics and select the metric.
  2. Read the description and formula in Overview, and the source and data source range in Details.
  3. Choose View SQL to read the query behind the number.
SQL view of the Annual Recurring Revenue metric with Edit, Save as, Validate, Prettify SQL, Refresh chart and Send to chat
View SQL on a metric.

Set the details that steer it

  1. In Details, check the business units. Choose Add business unit to add a team.
  2. Check Expected trend: Positive, Negative or Neutral. It tells the AI whether the metric is better when it goes up, down or stays flat.
  3. Check the Active switch. Turn it off to stop Snowfire using the metric for new Internal Signals.
Details panel on a metric with business units, Expected trend set to Neutral, Created, Data source range, Updated, View history, Favorited by, Members, Favorite and the Active switch
Details on a metric.

See who changed it

  1. Choose View history.
  2. Read each event, who made it and when, such as Saved SQL or Expected trend set to Neutral.
  3. Choose View change on an event to see what changed.
Metric history for Annual Recurring Revenue listing Reran query, Saved SQL, Expected trend set to Neutral and Created, with who and when
Metric history: each change, who made it and when.

See who follows it

  1. Choose the members count, such as 0 members, to see the people with access to the metric’s data sources. Use Search members... to find someone.
  2. Choose the Favorited by count, such as 1 person, to see who starred it.
Members popover on a metric reading No members yet
Members on a metric.
Favorited by popover on a metric listing Avery Lund, Chief Operating Officer
Favorited by on a metric.

Use them to find the people to talk to before you change a definition. To discuss it, choose Send to chat, or share the metric.

Check and fix

ProblemFix
History reads No recorded events.No changes have been recorded for the metric yet.
Members reads No members yet.No one has connector access to the metric’s data sources yet. See Connector-level access control.
Someone needs to see the metric.Give them access to its data sources on the connector, or make them a company admin.

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