Sugar Showcase: uMetrics

By Roxana Rangu • March 7th, 2018
Audiences: Administrators, End Users, Developers

On February 27, we showcased uMetrics, our latest extension to Sugar that enables you to capture periodic snapshots values of your KPIs.

Thank you to everyone who participated in this webinar. Below is the video recording, slide deck, and Q&A.

If you have questions about uMetrics or Sugar and would like an individual demo, feel free to contact us.


  • Introduction
  • uMetrics: Business Intelligence in Sugar
    • Introduction
    • Use Cases
    • Availability and Pricing
  • Sugar Showcase Q&A Session

Slide Deck

Questions & Answers

  1. Q: Can uMetrics capture KPIs from time periods in the past?
    A:  Yes. The latest version of uMetrics includes this feature.
  2. Q: Can uMetrics be displayed on mobile?
    A:  Currently, the first release version of uMetrics can only display dashlets on desktop. Mobile compatibility is included in our product roadmap.
  3. Q: Can uMetrics handle fiscal years and quarters?
    A: Yes. For instance, if your fiscal year ends on a specific day and month, you can define custom time periods so that uMetrics reflects your company policies.
  4. Q: Do you have to be a Sugar Admin to set up the KPIs?
    A: You do not, but you need a Sugar Administrator to create the Metrics module that stores the KPIs using the Module Builder. The rest of the modules are role-based, so you can give access to whoever needs to view or create KPIs.
  5. Q:Can we print the charts?
    A: You can. Each chart includes the option to copy an image of the chart to the clipboard. When you use that option, a URL to that image is copied to your clipboard, that can be pasted in email clients, for instance. You can also download that image in PNG format if you need a local copy, or need to print it
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Roxana Rangu
Associate Marketing Manager at UpCurve Cloud