The standard widgets help you keep an eye on your business development. If you find them limiting, Custom Metrics lets you combine metrics from different data sources, apply calculations, and display the results in your dashboards or custom reports.
Creating a Custom Metric
You can create a custom metric from either the Dashboard or the Reporting section. The process is the same in both, and anything you create in one will be available in the other.
Dashboard Section
To create a custom metric in the Dashboards section, click the pencil icon at the top to enter editing mode.
Click Add widget and switch to Custom Metrics.
Reporting Section
To create a custom metric in the Reporting section, navigate to the Custom Reports tab and create or edit a report.
Click the plus sign icon and switch to the Custom Metrics tab.
Creating a Custom Metric
Click "+ Create Custom Metric." If it's your first time, you'll find it under a little ghost icon.
Select "Start From Scratch" from the available options. Choosing Clone Existing will only let you copy and modify an existing custom metric.
Fill in the general details:
- Metric Name: the name the metric will appear under in the system.
- Data Type: controls how the metric's value is displayed, for example as a currency or a percentage.
- Description: add some context to help identify your metric.
In the formula field, use the value menu to add metrics, operators, and numbers to build your calculation. The builder validates your formula and flags any errors automatically.
📌 Note: Custom metrics support up to 4 metrics per formula.
Open Advanced Settings to choose a date property to link the metric to a specific timeline (1), or to specify whether an increase or decrease in the metric counts as positive (2).
Click Create to save your metric.
It will appear in the Custom Metrics list and be available as a widget option.
Add it like any other widget: click it, set a date range for comparison, and click Add.
That's it. You can now use custom metrics to pull in extra data and build out more detailed reports and widgets.