Metrics & data
Build a metric in plain English
Configuring a metric connects it to a dataset and defines the math. Describe the number you want, like “revenue completed per technician this week,” and ShareWillow drafts it, or fill in a short form yourself.
How it works
- AI Assistant: chat on one side, sample rows on the other, plus a plain-English summary.
- Quick Form: pick the dataset, the column and how to combine values.
- Choose the employee column and the date column that sets each period.
- Click “Test metric” to preview results before you save.