March 2024 Product Update: Custom Metrics

Introduction

Every business is unique, and the metrics that matter most to you might not be the standard ones. This March, we're introducing our Custom Metrics feature, allowing you to build, track, and share metrics tailored to your specific business needs.

Custom Metric Builder

Create metrics that matter to your business with our intuitive builder:

Formula Editor: Build complex calculations using standard operators, functions, and your existing data fields
Template Library: Start with pre-built metric templates and customize them to your needs
Multi-source Metrics: Combine data from multiple integrations into a single custom metric
Preview Mode: Test your custom metric formula before saving to ensure accuracy

Calculated Fields

Go beyond simple metrics with powerful calculated fields:

Conditional Logic: Create metrics that apply different calculations based on conditions
Rolling Averages: Track trends with configurable rolling average periods
Year-over-Year Comparisons: Automatically calculate growth rates and comparisons
Weighted Metrics: Apply custom weights to different data points for composite scores

Custom KPI Tracking

Set goals and track progress with custom KPIs:

Goal Setting: Define targets for any metric—standard or custom
Progress Tracking: Visual progress indicators show how close you are to hitting targets
Alert Thresholds: Get notified when metrics cross important thresholds
Historical Tracking: See how your KPIs have trended over time

Team Collaboration

Share insights across your organization:

Shared Dashboards: Publish custom metrics to team dashboards
Role-Based Access: Control who can view and edit custom metrics
Export & Reporting: Include custom metrics in scheduled reports and exports
Annotations: Add context notes to metric changes for team visibility

Getting Started

Access the Custom Metrics builder from your Analytics settings. Start with a template or build from scratch using the formula editor.

Custom Metrics