Overview:

As a manager, or sales ops persona, you want to be able to track and analyze the performance of any group of individuals, regardless of their position in the org chart. With Atrium's Custom Groups feature, you can do just that! Creating Custom Groups in Atrium unlocks new insights into team performance, including the ability to analyze the performance of all employees in a specific role, or a geographically focused set of employees spread across multiple managers.

Some common use cases for Custom Groups include adding all your mid-market AEs that may be spread across the org chart under multiple branches. Or maybe you want a Custom Groups created of your top performers to compare this group to other teams. Or maybe you are part of a larger org with coastal teams and you want to group your West Coast CSMs in a Custom Group to view averages or totals for this specific group of individuals.

How to use Custom Groups:

Custom Groups allow you to do analysis (Group Average or Group Total) on groups of individuals or teams that are not grouped together in the org chart and better understand team performance.

Accessing your Custom Groups

All Custom Groups live in the people picker. You can find the people picker by clicking + Add / Edit People on the metrics card or opp health view. Anyone who has full or org admin access in your org can see, edit, or delete Custom Groups.

Custom Groups live underneath the regular org chart section. If you have not created a Custom Group yet, you will see a screen like this:

Creating a Custom Group

Within the people picker, you can click either "Create Custom Group" button.

This will open a modal where you can enter a group name, abbreviation, and select what group content you want to include. You can only select one type of group content per Custom Group. Group contents available to chose from include:
- People - current role only: This option will only include data from the individual’s current role. It will not include data from their previous roles.
- People - all historical data: This option will include all historical data for that individual. It will include data from their previous roles.
- Teams: This option will include data from all members of the team at the given time. The set of people included may change depending on who was at the team at the time.
- Segments & Disciplines: This option will include data from all people in the given roles at the given time. The set of people included may change depending on who was in which roles at the time.

Once you have picked what individuals, teams or segment & discipline combinations you want to make up your Custom Group, click Save.
You will see Group Avg - Ramped, Group Avg - All, Group Total - With Managers, and Group Total - Without Managers as options to chose from the people picker now.

Editing or Deleting a Custom Group

Via the people picker

Open the people picker and find the Custom Group you want to edit.

Make the edits you want to make (update the group name, abbreviation, or who is in this Custom Group), then click Save. If you wish to delete this Custom Group, click Delete in the bottom left corner of the modal.

Via the left options bar on the metrics card

On a metrics card, click on the Custom Group in the left bar to view additional options.

Make the edits you want to make (update the group name, abbreviation, or who is in this Custom Group), then click Save. If you wish to delete this Custom Group, click Delete in the bottom left corner of the modal.

Duplicating a Custom Group

On a metrics card, click on the Custom Group in the left bar to view additional options.

Click "Duplicate Custom Group". This will open a copy of this Custom Group with "Copy of" amended to the front of the group name.
Make any adjustments you want to make, add an abbreviation, and click Save.

FAQs and Additional Details

Who has viewer and edit access to my org's Custom Groups?

Anyone who has full or org admin access in your org can see, edit, or delete Custom Groups.

What options are available for each group content type?

For both people options (current role only or all historical data), we show all metric supported individuals in your org (including former employees).
For the teams option, we show all current, metric supported teams in the org.
For the segment & discipline option, we show all metric supported segment & discipline combinations in the org (both current and former).
- Metric supported disciplines include:
  - Inside Sales
  - Outside Sales
  - Customer Success
  - Account Management
  - Inbound Sales Development
  - Outbound Sales Development
  - Sales Engineering

Can I see anomalies for Custom Groups?

Atrium currently does not calculate anomalies for Custom Groups.

Can I set goals for a Custom Group?

Atrium currently does not support creating Group Avg or Group Total goals for Custom Groups.

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How to use Custom Groups in Atrium