How to Refresh Metrics?

You can refresh metrics on a campaign level and opportunity level to ensure that your data is up-to-date!

To refresh metrics for all opportunities in a campaign, or on a campaign level, press the campaign menu icon on your campaign card. Then, you will choose 'Refresh Metrics'.


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If you are looking to refresh metrics for a single opportunity, you can do this from the Opportunity Details page. While viewing an opportunity, you can click the refresh button on the Metrics section of the page to refresh. 


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Whether you are refreshing metrics on a campaign level or opportunity level, please give the system a few minutes to update this information.