🖥️Add Custom Metrics

How to add a Custom Metric and use it in a Scorecard

To add a Custom Metric, you can either click the blue 'custom metric' button when configuring a new Scorecard or you can go to Settings - Custom Metrics - Add Custom Metrics.

Once you get to the above page, you can add your Custom Metric. Below we will breakdown how to set that up with a couple of scenarios.

Metric Name: This is just for internal use, but if you plan to re-use this Custom Metric, make sure it is named so that it is easy to know how it is being used.

Date Filter Field: When you add a Custom Metric to a Scorecard, you'll want for it to be filter-able through out date range filter. The Date Filter Field is what the Scorecard will look at when you filter to 'the last 30 days,' for example.

Match your Custom Metric with one of the above data fields to make sure that you can properly filter your Scorecard.

As an example, if your Custom Metric has to do with leads, you will want to use 'Add Date,' whereas if the Custom Metric had to do

Custom Filter: This Custom Filter option is the same as a segment builder, so if you understand how to make segments, you can simply put in the data points you need. If you aren't familiar with segment creation, read more here.