TL;DR: We have added our Custom Data Filters onto more cards in Atrium!
We recently added additional slots for Custom Data Filters so you can have a total of 4 Opportunity and 4 Account object filters on more cards in Atrium. We have now added all of these filter slots to ALL Atrium metrics!
Custom Data Filters allow you to create data filters using Salesforce fields so you can pull valuable data into Atrium and create more Cards, Dashboards, Opp Health Views, and Goals that are relevant to your business. Create these filters in your Admin Tool and you will see them in the data filters panel on cards and Opp Health Views to easily add them to cards to better understand team and rep trends!
Cards that Now have 8 Custom Data Filters
|📧 📞 Input Metrics||👌🏼 Efficiency / Quality Metrics||🏆 Output Metrics|
|Emails Sent||Email Engagement Rate||
|Meetings on Calendar||Average Selling Price - New Business||Pipeline Created|
|Accounts Touched||Average Selling Price - Existing Business||Meetings Created|
|Contacts Touched per Account||Win Rate - New Business||Pipeline at Stage Reached - Opps Owned By|
|Contacts Touched||Win Rate - Existing Business||Pipeline at Stage Reached - Opps Sourced By|
|Calls||Opp Health||Stage Reached - Opp Sourced By|
|Pipeline Owned||Opp Age||Pipeline Change|
|Opportunities Owned||Opp Conversion: Conversion Rate from Stage|
|New Pipeline Owned||Opp Conversion: Win Rate from Stage|
|New Opps Owned||Stuck Opportunities|
|Weighted Pipeline by SFDC Probability||Activities per Opp Created|
|Weighted Pipeline by Historic Win Rate|
Custom Data Filter Best Practices
Here are a few recommendations for what kind of fields to use!
Account Segmentation Fields: Many teams need more than one "Account Tier" filter to understand how reps are prospecting into or delivering outcomes for specific types of accounts.
Opp Source Fields: Atrium already provides and Opp Source field, but many teams want to view different options for sourcing. Add your "Campaign Source", "Created by Role", or "Lead Source Most Recent" fields to better understand what is driving opp creation.
Renewal Risk Fields: Better understand how your post sales team is performing by pulling in a field that indicates the renewal risk of an Account.
Competition Fields: Add a field that indicates the primary competitor for an opportunity to track how well your team is performing against competitors.
Closed Lost Reason Fields: To learn more about trends in lost deals, add your Closed Lost Reason field to better understand why your team is losing opps.
Getting Started - Setup Your Custom Data Filters!
Before you can use Custom Data Filters, you need to set up your filter mappings in the Admin Tool. Hover over your name in the right hand side of the navigation bar and select "Company Settings" >> "Custom Data Filters."
Click "Add a Custom Filter" and select if you would like to create a filter from the Account or Opportunity Object in SFDC.
Once you select the object you want to pull the filter field from, you will select the field you want to use for your Custom Data Filter and have the option to edit the name of the filter. The name you enter here is how the filter will appear in Atrium.
Once you click "Save," Atrium will begin pulling this data and you will be able to use this Custom Data Filter in Atrium card.
Please note, it does take several hours for the data to start pulling into Atrium.
Once the data has populated your filters, you can now use filters on your Atrium cards, Dashboards, Opp Health Views, and in Goals!
For more help on how to use filters in action, visit our Data Filters Support Page!