Topic · Hoopla
Metrics and data
Define metrics, get data into Hoopla, and keep values up to date.
22 articles in this topic.
- Add generic metrics from Google Sheets Set up a Generic Identifier tab in Google Sheets and map it to Hoopla metrics that aren’t tied to users or teams, such as website traffic.
- Apply labels to metrics and leaderboards Apply team or generic labels to metrics and leaderboards, one at a time or in bulk, so you can organize and filter them.
- Auto-calculated team metrics in Hoopla Understand how Hoopla sums team members’ values into team metrics, when it won’t, and how to switch back to auto-calculation.
- Change the currency for a metric in Hoopla Show a currency metric in a currency other than your account default, so you can display several currencies on one channel or leaderboard.
- Configure a data table from an integration Start a data table from a connected Salesforce, Google Sheets or Excel Online integration, then finish setup for that source.
- Configure data table from a file Create a data table by uploading a CSV or Excel file, formatted to fit the limit of four columns and 30 rows.
- Create data sets in Hoopla Create data sets that filter your CRM records, such as leads or opportunities, so you can use them in Hoopla metrics and newsflashes.
- Define your metrics Create metrics that track your key performance indicators, choose a data source and update frequency, and set goals for them.
- Filter Hoopla metrics and leaderboards by labels Use the header filter to show only the users, teams, metrics and leaderboards that match up to six labels, using And or Or logic.
- Map data into Hoopla metrics Map a data set to a Hoopla metric, with a sync interval, time range and criteria, so its data shows on leaderboards and dashboards.
- Organize users, metrics, and leaderboards with labels Use Enterprise-only labels to group and filter users and teams, metrics, and leaderboards in a large Hoopla deployment.
- Set currency format in Hoopla Set the default currency symbol used across Hoopla leaderboards, newsflashes, the web and mobile apps, and TV channels.
- Trace a Hoopla leaderboard back to its data source Find which integration or upload feeds a leaderboard by following it to its metric details and data source link.
- Types of labels in Hoopla Understand the difference between automatic Team Labels and admin-created Generic Labels, and when to use each.
- Types of metric updates Compare the ways to keep Hoopla metrics current, from manual updates to Salesforce, spreadsheets, email or CSV uploads, the API, and Zapier.
- Update metric values manually Enter or edit metric values by hand as an admin or player, bulk update several users, and correct recent entries.
- Update metrics from Zapier Use a Zap to increment, decrement, or clear Hoopla metric values when events happen in your other apps.
- Update metrics in bulk using email upload Update metrics for many users at once by emailing a spreadsheet to a unique Hoopla upload address.
- Update metrics with file upload Format a spreadsheet with an Email column and upload it to update metric values for many users at once.
- Use duplicate names across metrics and leaderboards with labels Use labels to give several metrics or leaderboards the same name, such as MTD Sales for each regional team, and still tell them apart.
- What are Data Tables? Understand how data tables show list-style information that isn’t tied to users, and the four sources you can build one from.
- What are metrics in Hoopla? Understand how metrics track your KPIs, the user, team and generic values they store, and how they power leaderboards and newsflashes.
Still having trouble?
Email our support team.