Get Actionable Metrics on Your Quip Templates

See how your users employ Quip documents and templates. Track user engagement with important documents like Account Plans and Mutual Close Plans. With Quip for Customer 360 metrics, you can build Lightning dashboards in Salesforce that track your users’ template adoption.

Where: This change applies to Lightning Experience in Professional, Performance, Unlimited, and Developer editions.

Who: Available in Salesforce orgs with a Quip for Customer 360 plan or free Quip trial.

Why: Use template metrics to rethink your template strategy. Keep your sales reps organized and accountable with data on how many Account Plans are created from a template. With metrics on document views, comments, and edits, create Lightning charts and reports to see what processes work best for your team and which don’t.

Quip metrics dashboard

How: In Setup, enter Quip in the Quick Find box. Under Gather Data on Quip for Customer 360 Usage, click Turn On Quip Metrics.

Turn on Quip Metrics modal