CLM Content Metrics
- Document Model
- Object Model
CLM Content Metrics give content creators and other reviewers the data needed to make informed decisions about content reapproval, updates, and investment. The CLM Content Metrics Calculation job automates CLM content usage calculations for reporting. The job queries the Data Lakehouse, calculates CLM content usage metrics, and stores the resulting metrics in CLM Content Metrics records. These metrics are then synced to connected PromoMats/MedComms Vault instances via the Content Metrics Integration.
CLM Content Metrics are available with the 26R1.4 release of Vault CRM. With the Vault platform 26R2.0 release (late July and early August 2026), PromoMats and Medical Vaults will be upgraded to support the integration.
Who can use this feature?
- Content Admin Users - Browser
- Activating the Content Metrics Integration
- Managing the CLM Content Metric Calculation Job
- Content Admin Users, Content Creators - PromoMats/MedComms
- Accessing Content Metrics
- Users do not require an additional license
Configuring CLM Content Metrics for
Content Admin Users
To configure this feature:
- Ensure either Configuring CLM as Document Model or Configuring CLM as Object Model is complete.
- Ensure the Data Lakehouse is enabled and connected to Vault CRM.
Optional Layout Configuration
To view metrics in CRM, admins can optionally create layouts on the clm_content_metrics__v object:
- Navigate to Admin > Configuration > Objects > clm_content_metrics__v.
- Select the Layouts tab.
- Select Create.
- Select one of the following object types:
- pres_level_metrics__v - Usage metrics for presentations
- slide_level_metrics__v - Usage metrics for individual slides
- Place the appropriate fields and sections on the layout.
Activating the Content Metrics Integration as
Content Admin Users
The Content Metrics Integration is a standard connection between Vault CRM and a PromoMats or MedComms Vault instance. This integration syncs the calculated metrics records to PromoMats/MedComms for reporting and analytics. The following integration points are available:
Content Metrics Integration (outbound)
- PromoMats-CRM Connection: Content Metrics Integration
- PromoMats-CRM Connection: CLM Content Metrics Integration Point
- Medical-CRM Connection: Content Metrics Integration
- Medical-CRM Connection: CLM Content Metrics Integration Point
The integration and its integration points are inactive by default. Content admin users must activate the integration and the appropriate integration points to sync CLM content usage metrics to the connected PromoMats or MedComms Vault instance.
To activate an integration and an integration point:
- Navigate to Admin > Connections.
- Select PromoMats-CRM Connection or Medical-CRM Connection, according to the connected Vault type.
- Select the Content Metrics Integration in the Integrations section.
- Set the Status in the System Information section to Active.
- Select the CLM Content Metrics integration point in the Integration Points - Outbound section.
- Set the Status in the System Information section to Active.
Managing the CLM Content Metric Calculation Job as
Content Admin Users
By default, the CLM Content Metric Calculation job is active and runs daily at 2:00 AM, based on the timezone of the Vault CRM instance. The job queries the Data Lakehouse, calculates the metrics, and stores the resulting metrics in CLM Content Metrics records. If the previous day's data is not fully processed by 2:00 AM, additional metrics are included in the calculations during the next day's scheduled job.
Veeva recommends keeping the job scheduled for 2:00 AM. Scheduling it earlier can result in the job running before the previous day's data is finished processing in the Data Lakehouse, causing a 24-hour delay in metric visibility.
During the initial run, a CLM Content Metrics record is created for each calendar day, up to one year prior to the activation date of the job. Metrics are only calculated for the previous day during subsequent daily runs. If the daily job fails, calculations for the missing records are automatically attempted on the next successful run, up to a maximum of one year.
CLM Content Metrics records are deleted after three years.
Accessing Content Metrics as
Content Admin Users, Content Creators
After metrics are synced to PromoMats/MedComms Vault instances, content creators can query the metrics via an API endpoint. The following metrics are synced:
Presentation and Slide Metrics
|
Metric |
Description |
|---|---|
|
Start Date Presented |
The starting date and time (12:00 AM inclusive) for the metrics calculation period. |
|
End Date Presented |
The ending date and time (the next day 12:00 AM exclusive) for the metrics calculation period. |
|
Country CDA |
The country code of the user who completed the activity. |
|
Presentation Source Vault Doc ID |
The original Vault Document ID used to create the CRM presentation content. |
|
Presentation Source Vault Doc Version |
The specific version number of the original Vault document used to create the CRM presentation. |
|
Is Auto Published? |
A flag indicating whether the presentation was auto-published from Vault (Yes/No). |
|
Is Custom Presentation? |
A flag indicating whether the content is a custom presentation type (Yes/No). |
|
Views in Calls |
The total number of times the presentation or its slides were shown during customer calls. |
|
Previews |
The number of times the content was viewed in media preview mode. |
|
Composite Key |
A unique system identifier used to match and update this specific metrics record without duplicates. |
|
CLM Presentation Object Record IDs |
A semicolon-delimited list of the presentation record IDs associated with these metrics. |
|
Presentation Binder Global Version IDs |
A semicolon-delimited list of the presentation binder Global Version IDs used for this record. |
|
Source Vault GUID |
The unique global ID of the specific Vault where the CRM presentation record originated. |
Presentation-Only Metrics
|
Metric |
Description |
|---|---|
|
Presentation Links Sent |
Total number of digital presentation links sent to customers. |
|
Presentation Links Clicked |
Total number of times a sent presentation link was clicked. |
|
Presentation Downloads from Sent Links |
Total number of times a presentation was downloaded from a sent link. |
Slide-Only Metrics
|
Metrics |
Description |
|---|---|
|
Slide Number in Presentation |
The specific sequence number of the slide within the presentation This metric only applies for auto-published content. |
|
Slide View Duration |
The total combined time (duration) spent viewing this specific slide during customer calls. |
|
Positive Reactions |
The total count of Positive reactions logged for this slide according to Call Key Messages. |
|
Neutral Reactions |
The total count of Neutral reactions logged for this slide according to Call Key Messages. |
|
Negative Reactions |
The total count of Negative reactions logged for this slide according to Call Key Messages. |
|
Average Slide View Order in Call |
The average numerical order in which this slide was displayed during customer interactions. |
|
Median Slide View Order in Call |
The median numerical order in which this slide was displayed during customer interactions. |
|
Slide Views from Sent Links |
The number of times this individual slide was viewed by opening a shared link. |
|
CLM Key Message Object Record IDs |
A semicolon-delimited list of the unique key message record IDs used for this metrics record. |
|
Slide Document Global Version IDs |
A semicolon-delimited list of the slide document Global Version IDs used for this metrics record. |
|
Slide Source Vault Document ID |
The original Vault Document ID used to create the individual CRM slide/key message. |
|
Slide Source Vault Document Version |
The specific version number (for example, 1.2 or 3.0) of the original Vault document used to create the slide. |
