Custom Metrics allow you to combine multiple metrics from different data sources, apply calculations, and display the results in your dashboards or custom reports. This feature is perfect for creating KPIs that are unique to your business—such as conversion rates, cost per acquisition, or ROI—without needing to export data to a spreadsheet.

You can build formulas using metrics from multiple data sources, apply operators, and choose how the final value is displayed. Once created, these metrics can be added as widgets to any dashboard or report.

Please Note: 
Custom Metrics are available for plans $497 and above

TABLE OF CONTENTS

• Step 1: Access the Custom Metrics Builder
• Step 2: Choose How to Start
• Step 3: Define the Metric Details
• Step 4: Build Your Formula
• Step 5: Save the Metric
• Step 6: Add the Metric to a Dashboard or Report
• FAQs

Step 1: Access the Custom Metrics Builder

• Navigate to a Dashboard or Custom Report.

• Click Edit to enter edit mode.

• Select Add widget from the top menu.

• Go to the Custom Metric tab.

• Click Create Custom Metric.

Step 2: Choose How to Start

• From scratch – Create a brand-new custom metric.

• Clone existing – Duplicate an existing custom metric to edit and customize.

Step 3: Define the Metric Details

• Name – The display name for your metric.

• Data Type – Choose from:

  • Integer

  • Float

  • Currency

  • Percentage

• Description – A short explanation of the formula or purpose.

• Trend Direction – Select whether an increase is considered positive (e.g., revenue) or a decrease is positive (e.g., cost).

Step 4: Build Your Formula

• In the formula field, type a metric name or click to open the data source + metric picker.

• Select your desired metric(s).

• Add operators (+, -, ×, ÷, parentheses) as needed.

• Include static numbers where required.

• Repeat for each metric and operator until your formula is complete.

• The builder will validate your formula and flag any errors (e.g., incompatible data types, division by zero).

• Under Advance settings, you can change the date properties used in the formula for each metric.

Please Note: The custom metrics support the use of upto 4 metrics per formula

Step 5: Save the Metric

• Click Create to save your metric.

• It will now appear in the Custom Metrics list and be available as a widget option.

Step 6: Add the Metric to a Dashboard or Report

• In edit mode, Add widget → Custom metric tab.

• Select your metric.

• Configure widget settings:

  • Change the widget name (optional).

  • Select a theme(optional).

  • Enable “Compare to previous period” if desired.

• Click Save.

Please Note:
- Scope – Custom Metrics are available for both Dashboards and Custom Reports.
- Snapshots – Custom Metrics can be pushed to new sub accounts via snapshots.
- Calculation only – Custom Metrics only compute and display the calculated value based on your formula

FAQs

Q: Who can create Custom Metrics?
A: Both Agency Admins and Account Admins.

Q: Who can use Custom Metrics?
A: All user roles can add existing custom metrics on the dashboards or custom reports

Q: Can I apply filters to individual metrics?
A: Currently not supported. This will be enabled in the upcoming update

Q: Do date ranges affect my metric?
A: Yes, the dashboard/report date range applies to all metrics in the formula.

Q: Can I use Custom Metrics across accounts?
A: Yes, by including them in Snapshots.