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 'grid of dots' icon on your campaign card. Then, you will choose "Refresh Metrics."

 

Refresh metrics.png

 

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. 

 

Refresh metrics opp deet.png

 

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

Was this article helpful?
0 out of 0 found this helpful