Custom metrics allow you to combine multiple metrics from different integrations, and apply calculations to that data. Custom metrics can be added as widgets to reports and custom dashboards.

There are limitless calculations that you can do, including:

Custom metrics can be created at the account level and Client level. To get started, hover over the sidebar on the left of the Home page then click Settings.

Next, click Custom Metrics from the settings page menu, then click Create Custom Metric on the upper right.

This will open the first step of the creation wizard. Here select whether you want this custom metric available in All Clients, or only a specific Client. If All is selected the custom metric will be available at the Account Level, and within each Client.

Next, choose whether to create the custom metric from scratch or to clone an existing custom metric.

The final step is to add details to your custom metric.
​

Name dictates the name that will be used to identify this custom metric in the custom metric list.

Data Type determines how the metric will be displayed, you can choose from:

Description allows you to briefly describe the formula or usage of the metric.

To build a formula and configure your custom metric, type the metric name or click the formula field then select the integration and metric from the dropdown.

You can click within your metrics to apply any required filters that are available, which on some of our plans, includes the ability to select from separate accounts or properties that have been connected within a single client's integrations.

Add operators as needed by typing them in, then select from the operating menu.

Repeat this process for each metric or operator. Additionally you can add numbers to your formula as needed. In this example our final formula for determining CPC average is:

Lastly select if an increase is positive or a decrease is considered positive. For our cost per click example, we chose Decrease is positive for our CPC average.

Once you are happy with your formula, click Create to save the custom metric, making it available as a widget for dashboards or reports and visible in the custom metrics table.
​

Under the Client column you can see which Client this custom metric is available within. No Client names means the metric is available in All Clients.
​

First edit the dashboard or report, then from the widget menu on the right click Custom Metrics. Locate the metric you wish to add, then click drag and drop to the section.

To edit an existing custom metric, click the ellipsis to the far right on the custom metric table, then Edit from the dropdown.

This will open up the same editor used to create the metric initially, allowing you to change all of the metric details.

Alternatively, you can edit the custom metric directly from your dashboard or report by clicking the ... at the top right of the custom metric widget and selecting Edit Custom Metric from the sidebar.

If you want to save a copy of the original custom metric before editing or simply duplicate a formula, create a Custom Metric and select Clone Existing Metric as the source instead of creating a new one.
​
After opening the creation wizard on the account-level custom metrics page, choose which Client to clone the metric into. By selecting All you can bulk clone the custom metric, making it available to All Clients.

Click continue, then choose Clone an existing custom metric as the source.
​

Next, select a specific custom metric to clone. You can narrow the available metrics by selecting a Client from the Source dropdown or searching the metric name.
​
Click Select Custom Metric in the bottom left to move on to the final step.

Lastly, make any final edits to the cloned custom metric before clicking create in the bottom left to lock in these updates, and save the cloned custom metric.

To permanently delete a custom metric, click the ellipsis (...) on the custom metrics table next to the custom metric you'd like to remove. In the dropdown, click Delete, then click Confirm in the confirmation popup.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄