Looking to track how successfully Drift is performing for you? Now you can set and track specific success metrics in Drift to help you know how Drift is performing!

Billing Plan: Success Metrics are available on any paid Drift plan, starting with Premium.

In this article, we'll cover:

• What are Success Metrics and how do I access them?
• What metrics are offered?
• Selecting your Metrics
• Reporting

What are Success Metrics and how do I access them?

Success Metrics are a group of three metrics, picked by you, that you want to focus on improving with Drift. You can get to your Success Metrics page by clicking the Edit goals button in top right corner of the main Drift dashboard.

What Metrics are offered?

You are able to select three metrics out of ten that you want to focus on improving. Below is a list of the metrics we offer as well as a description for each one. Within the app you can also hover over each metric to see a description of it!
 

Selecting Your Metrics

To select the success metrics you want to improve, simply click on each metric! Once you have selected three metrics make sure you click the Update button to save your selections.

 

Reporting

You can track each Success Metric within Drift's in-app reporting!

Pipeline and Revenue Metrics

To track any metrics concerning pipeline and revenue you'll want to access the Sales Results report. You can do this by clicking the Reports tab. Opening the reports page will take you directly to the Sales Results report. For more information on revenue reporting please see this doc!

 

Lead Capture Metrics

You can track your lead capture rate for each of your chat playbooks by clicking Reports > Playbooks > Chat. For more information on Playbook reporting, please see this doc!

 

Meetings Metrics

You can track your booked meetings by clicking Reporting > Conversations > Meetings. For more information on meetings reporting, please see this doc!