What is a Custom Table?
A custom table is another way of grouping data, under accounts. When data is in a custom table, it gets organized by account, and then by another attribute. As an example, you might have a custom table called "Sales Reps". In this custom table, you could create metrics that show data by sales rep. For instance, you could look at Calls by sales rep, Opportunities Created by sales rep, Bookings by sales rep, Close Rate by sales rep, etc.
So for a given account, the account might have $10,000 in Bookings when looking at the Bookings metric on the Account level. But when looking at the account on the sales rep custom table level, the Account might have Bookings by Steve of $2,000; bookings by Emily of $5,000 and bookings by Lauren of $3,000.
What does a Custom Table look like?
A custom table has rows, which are the items in the table. And a custom table has columns, which are metrics. So, in our example table of sales reps, we have one row representing each sales rep, and then we create metrics that show up as columns. Here is an example of a custom table of sales reps. Unlike the typical Accounts table in Rekener, this data is grouped by sales rep.
Where do Custom Tables display?
Custom table data can be seen on any level in the Rekener platform: they can be see inside of accounts, rolled up to groups, and also rolled up to the business overall. When you are on an Account Details, Group Details, or Business Dashboard screen, if you have any custom tables that have been created, you will see a button called "Add Table" or "Add / Remove Table". Clicking this button will bring up a menu of all the custom tables that you have created. Clicking on a custom table on the left side of that menu will allow you to bring that table into your layout.
Viewing Metrics for Custom Tables
For custom tables that have already been created, you can bring metrics onto the screen for that table by clicking the Options button and selecting the Edit Metrics option. This will give you a list of all the metrics for a given table, and will allow you to click on a metric on the left side of the screen, to bring it into your layout.
For information about creating custom tables, and creating metrics on custom tables, check out this article.