Definitions

In definitions, you can build your own derived metric on top of the existing metrics as a base. For eg, If a base metric exists as “Generated Opportunity Volume” , you can create a new metric as “Generated Opportunity Volume-New Business” by defining the criteria.

What’s a Definition?

Think of a Definition as a named filter or segment you can reuse anywhere:

• Example labels: “Marketing Sourced Leads,” “High-Value Accounts,” or “Closed-Won This Quarter.”

• Logic: Combine field rules (e.g., Lead Source = "Web" AND Score > 70) with AND/OR groups to nail the exact slice of data you need.

Where you’ll use Definitions:

• You can use it in the Funnel Health Metrics widget

How to Create a Definition

1. Go to Config Center → Definitions & Feature Groups → Definitions tab.

2. Click Edit in the top-right corner.

3. For each Definition:

   • Name it clearly (e.g., “EU Enterprise Accounts” rather than “List 3”).

   • Add your rules by choosing fields, operators, and values. Use parentheses to group rules if needed.

4. Save—and voilà, the Definition is available throughout RevSure.

You can create derived metrics from the existing metrics by setting rule builders to get the required data view.

What’s a Feature Group?

Feature Groups bundle related metrics into a single package you can drop into any chart or table:

• Examples: “Pipeline Overview” (open value, avg. deal age, win rate) or “Engagement Snapshot” (lead score, last activity, campaign touches).

Where Feature Groups shine:

You can use it in the Marketing Mix to see the contribution of your feature group in different conversions.

How to Set Up a Feature Group

1. Switch to the Feature Groups tab and click Edit.

2. Name your group (e.g., “Weekly Sales KPIs”).

3. Pick features from the dropdown—that defines your feature group, and the model shall accordingly calculate the contribution of each feature in that group.

4. Save and you’re done: your shiny new group is ready for action.