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Waterline Metrics


Unlike Cumulative Metrics where they are bounded by a date range, Waterline Metrics don't have a date range. Use cases could be open cases, open pipeline, talk time, etc. where you are able to set the requirement to be above or below a specific goal. Since there is no date range, Waterline Metrics do not have the Pacing feature.


When you are building a new Metric and you select Waterline - you are choosing either a high or low threshold for this Metric. For example, you will want to select high if it's based on open pipeline or talk time and low if it's based on open cases.

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Then you will need to configure the Metric within the Profile build. When configuring, you will select a range the Waterline Metric is allowed to fall within.

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In the Scorecard and Scorecard Manager tab, the Progress Chart will look like this:

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