Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Products/ProdMetrics/ProdMetrics.htm

## Configuring Product Metrics for Accounts

Product Metrics allows users to view an account's familiarity with a product based on custom metrics and thresholds. Users can view these metrics directly in Vault CRM, granting companies the flexibility to tailor metrics based on their own business needs. Product Metrics can be tailored by both account and user profiles, with full control over user visibility and edit permission using standard field permissions.

The Product Metrics section on the Account Profile displays product-specific attributes for an account. Data captured by Product Metrics can be used in reports or queries. If users have permission to create or edit Account Views, they can filter Product Metrics by Detail Group in the Account View details page to view accounts meeting certain thresholds for a metric.

**Who can use this feature?**

* Business Admin Users - Browser
* [Managing Product Metrics](#Managing)
* End Users - Browser, iPad Users
* [Using Product Metrics](#Using)
* Users do not require an additional license

### Configuring Product Metrics for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To configure this feature:

1. Ensure [Configuring the Product Catalog](../ConfigProduct.htm) is complete.
2. Ensure [Configuring Accounts](../../Accounts/AcctConfig.htm) is complete.
3. Navigate to **Admin > Users & Groups > Permission Sets**.
4. Select the appropriate permission set.
5. Select **Objects**.
6. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | metric\_configuration\_\_v | CRED | metric\_configuration\_\_v | All Object Fields | Edit |
   | product\_metrics\_\_v | CRED | product\_metrics\_\_v | All Object Fields | Edit |
   | product\_group\_\_v | R | product\_group\_\_v | All Object Fields | Edit |

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Configuring the Product Catalog](../ConfigProduct.htm) is complete.
2. Ensure [Configuring Accounts](../../Accounts/AcctConfig.htm) is complete.
3. Navigate to **Admin > Users & Groups > Permission Sets**.
4. Select the appropriate permission set.
5. Select **Objects**.
6. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | metric\_configuration\_\_v | R | metric\_configuration\_\_v | All Object Fields | Read |
   | product\_metrics\_\_v | CRE | product\_metrics\_\_v | All Object Fields | Edit |
   | product\_group\_\_v | R | product\_group\_\_v | All Object Fields | Read |
7. Select **Objects**.
8. Select **account\_\_v**.
9. Grant view permission for the **product\_dashboard\_section\_\_v** object control.

   ![](../../../Resources/Images/Products/ProductDashboard1.png)
10. Navigate to **Admin > Configuration > Objects**.
11. Select **account\_\_v**.
12. Select **Layouts**.
13. Select the appropriate layout.
14. Add the **product\_dashboard\_section\_\_v** app section to the layout.

    ![](../../../Resources/Images/Products/ProductDashboard.jpg)
15. Select **Save**.
16. Navigate to **Business Admin > Objects**.
17. Select **vmobile\_object\_configuration\_\_v**.
18. Enable the following VMOCs for mobile devices:

    * product\_metrics\_\_v* lookup field - account\_\_v
      * Where clause - WHERE account\_\_v IN (SELECT id FROM account\_\_vr)
    * metric\_configuration\_\_v
    * product\_group\_\_v

### Creating Metric Configurations as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admins](#)

Metric configurations are selected when creating a product metric. Metric configurations can be manually created or [data loaded](https://platform.veevavault.help/en/gr/26597/).

To manually create a metric configuration:

1. Navigate to **Business Admin > Objects > Metric Configurations**.
2. Select **Create**.
3. Enter a name for the metric. This must be the product metric field's API name.
4. Select the **Metric Type**. The following metric types are available. The product metric field types available for each metric type are listed for reference:

   | Metric Type | Description | Product Metric Field Types(s) |
   | --- | --- | --- |
   | Number | Displays a number, currency, or percent as entered by the user or data loaded. | * Currency * Number * Percent |
   | Box | Displays a color indicator next to the picklist value. Users can select the value by moving a handle along a slider or the value is data loaded. | Picklist |
   | Text | Displays a plain text value as selected by the user or data loaded. | Picklist |
   | Arrows | Displays up, horizontal, and down arrow indicators in red, yellow, or green to illustrate a trend based on the value entered by the user or data loaded. | * Number * Percent |
   | checkbox | Displays a checkbox that can be selected by the user or data loaded as selected. | Yes/No |
5. Enter a numeric value in the following fields to indicate when the displayed arrow should change direction and color. This step is required only for the Arrows metric type.

* Red/Yellow - Any value less than this threshold displays with a down red arrow. Any value greater than this threshold but less than the Yellow/Green threshold displays with a horizontal yellow dash.
* Yellow/Green - Any value less than this threshold displays with a horizontal yellow dash. Any value greater than this threshold displays with a green up arrow.

6. Select **Save**.

### Creating Product Metrics as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)System Admins](#)

Product metrics can be manually created or [data loaded](https://platform.veevavault.help/en/gr/26597/).

To manually create a product metric:

1. Navigate to **Admin > Configuration > Objects**.
2. Select **product\_metrics\_\_v**.
3. Select the **Fields** tab.
4. Select **Create**.
5. Select a **Field Type**. Supported values are:

* Currency
* Number
* Percent
* Picklist
* Yes/No

6. Enter the **Label** for the field. This is the user-facing value for the picklist.
7. Select **Save**.

### Managing Product Metrics as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admins](#)

To remove products from displaying in product metrics:

1. Navigate to **Business Admin > Objects**.
2. Select **product\_\_v**.
3. Select the **no\_metrics\_\_v** checkbox for all product\_catalog\_\_v records you want available for detailing on the My Setup page, but do not want the product to display in the Ratings control.
4. Select **Save**.

### Using Product Metrics as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

End users can access Product Metrics for an account to enter company and competitor product-specific information for products visible in My Setup. Company products display in bold.

One product\_metrics\_\_v record is created for every account and product combination.

Five types of metrics are available, and each can be edited inline by selecting the metric in the table.

* Box Picklist – Displays a colored indicator next to the picklist value. Edit the value using a slider.

  Box Picklists support a maximum of 10 values specified in the Product Metrics object. If you list more than 10 values, the metric does not display.
* Text Picklist – Displays a plain text value
* Number – Displays a number, currency, or percent. The user is presented with a keypad to enter the value.
* Arrows – Displays up, horizontal, and down arrow indicators in red, yellow, or green to illustrate a trend. The user is presented with a keypad to enter data.
* checkbox – Displays a checkbox

Metrics for products and detail topics display in separate tables by detail group.

![](../../../Resources/Images/Products/metrics2.jpg)

The Common group displays products and detail topics not associated to a detail group. Users can disable the display of specific groups by selecting the Edit button.

Removing a group also deletes the underlying data.

### Related Topics

[Using Product Metrics with Detail Groups and Topics](DisplayProductMetrics.htm)

[Creating Product-Specific Metric Configurations](ProductSpecificMetrics.htm)

[Introduction to Product Metrics Flightpath](https://vaultcrmflightpath.veeva.com/doc/Content/ProductMetrics/Intro.htm)