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Metrics · · 1 min read

Fixing metrics that don’t match your other reports

A Snowfire metric does not match another report? Check the time window, the definition and sources, the SQL and the connector sync.

What it’s for

When a Snowfire metric does not match another report, the two usually use different rules or different data. For example, bookings can mean one thing in the CRM and another in finance. Snowfire holds one definition and shows both sources.

Before you start

Have the other report to hand, with its period and its definition. Editing SQL needs the Admin role.

Steps

Run the checks

  1. Time window. A warning shows when a metric’s data is older than the default last-30-days window. Check the data source range in Details, and make sure both reports cover the same period.
  2. Definition and sources. Open the metric and compare its description, formula and source with the other report.
  3. History. Choose View history to check whether the metric changed recently.
  4. SQL. Choose View SQL, edit it if the rule is wrong, use Validate, and rerun the chart.
  5. Connector sync. An unhealthy sync, or a table or field that does not sync, leaves data out. See Connector health and Configuring tables and fields.
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.

Compare an answer with your report

  1. Open Sources & Chain of Thought under the answer.
  2. Compare its tables, fields and filters with the ones your report uses.
Sources & Chain of Thought box opened on an answer, listing the tables, fields and filters applied
Sources: the tables, fields and filters behind an answer.

Check and fix

The numbers match when both reports use the same period, rule, filters and data. Before you change a definition, check its Members and History to see who relies on it.

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