🖥️Add Custom Metrics

How to build a Custom Metric using segment-style filters, and use it in a Scorecard.

A Custom Metric is a saved count or aggregate that you can drop into any Scorecard. Under the hood it's just a segment-style filter with a specific date field for time filtering — but it lets you build reports on any slice of your data without rebuilding the filter every time.

Examples: "New leads added in the last 30 days", "Members with a birthday this week", "Contacts with a bounce complaint in the last 7 days".

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Where to build one

Two entry points:

• From a Scorecard — click Custom Metric while configuring a scorecard tile.

• From Settings — Settings → Custom Metrics → Add Custom Metric.

Both open the same builder.

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The three ingredients

Every Custom Metric has three parts.

1. Metric Name

Internal label for the metric. Choose one that makes it obvious how the metric is used. If you plan to reuse this metric in multiple Scorecards, a clear name matters — e.g., Leads added (last 30 days), Active members with a birthday this week, Members who no-showed a class in the last 7 days.

2. Date Filter Field

This is the field the Scorecard's date-range filter operates on. When you view a Scorecard filtered to "last 30 days", the Scorecard applies that range to whatever Date Filter Field you configured on the metric.

Pick the field that matches your metric's meaning:

Metric measures...	Use as Date Filter Field
When someone was added to Gleantap	Add Date
When they became a member	Membership Start Date
When they last visited	Last Visit
When they last purchased	Last Purchase Date
A form submission	Form Submission Date
An appointment	Appointment Date

If you pick the wrong Date Filter Field, the Scorecard will filter to time periods that don't match what you meant. Rule of thumb: the Date Filter Field should be the moment the thing you're counting happened.

3. Custom Filter

This is the actual criteria — same builder as Creating Segments → Filter Options.

You combine filters just like segments:

• Attribute (e.g., No. of Visits)

• Operator (e.g., Greater Than)

• Value (e.g., 5)

Combining multiple filters uses AND logic. To model OR logic across groups, use the segment builder's group functionality.

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Worked example: "New leads added in the last 30 days"

Goal: count how many new leads (not yet members) were added to Gleantap over a rolling 30-day window.

1. Metric Name: New leads (rolling)

2. Date Filter Field: Add Date — because you're counting people by when they joined Gleantap.

3. Custom Filter:

   • Type — Is Equal To — Lead (or your equivalent for "not a member yet")

Save. Then in your Scorecard, add a tile using this metric, and set the Scorecard's date range to Last 30 Days. The count updates as you change the date range.

Worked example: "Members who bought a Summer Camp product but haven't visited in 30 days"

Goal: find summer-camp buyers who have gone quiet — potential re-engagement targets.

1. Metric Name: Camp buyers, 30-day dormant

2. Date Filter Field: Last Purchase Date — the moment they bought the summer-camp product.

3. Custom Filter:

   • Purchase Info → Has Purchased Item → Summer Camp 2026

   • Visit Info → Last Visit → Over Days: 30

Save. In a Scorecard tile, this shows the count as of the date range you filter. Combined with a "compare to previous period" toggle on the Scorecard, you can see whether dormant camp buyers are growing or shrinking.

Worked example: "Bounced emails in the last 7 days"

Goal: monitor deliverability health week over week.

1. Metric Name: Email bounces (weekly)

2. Date Filter Field: Email Bounce Date — when the bounce was recorded.

3. Custom Filter:

   • invalid_email — Is Equal To — 2 (bounce state — see Understanding Suppression)

If this count spikes, something changed in your sending or the receiving side — investigate.

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Using a Custom Metric in a Scorecard

Once saved:

1. Open Scorecards → the scorecard where you want to display it.

2. Click Add Tile or edit an existing tile.

3. Pick your Custom Metric from the list.

4. Choose the tile format (count, trend line, comparison to previous period, etc.).

5. Save.

The tile now shows the metric's current value against the Scorecard's date range. When you change the Scorecard's date range, the tile recalculates.

Deep dive: Configure a Scorecard, Popular Scorecards.

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Editing and reusing metrics

A Custom Metric is reusable across Scorecards. If you edit the metric definition (change a filter, rename it, change the Date Filter Field), every Scorecard using it will pick up the change on next view.

To edit: Settings → Custom Metrics → click the metric to edit.

To delete: same location → three-dot menu → Delete. You can only delete a metric that isn't currently used in a Scorecard; remove it from Scorecards first.

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Common scenarios

"My Scorecard shows the wrong count for the time range"

The likely cause is the Date Filter Field. If you set it to Add Date but you're counting purchases, the Scorecard is filtering by when the person was added, not when they purchased. Edit the metric and pick the correct date field.

"I want a metric that combines two OR conditions"

Custom Metrics use the same segment builder as segments — group your filters and use OR at the group level. See Filter Options.

"Can a Custom Metric count events, not contacts?"

Today, Custom Metrics count contacts matching filters — not raw event volume. To count events (e.g., "total SMS sent last week"), use campaign-level reports rather than a Custom Metric. See Email Campaign Stats and SMS Campaign Stats.

"How do I sum a numeric field rather than count contacts?"

Not directly supported in Custom Metrics today. If you need a sum (e.g., total dollar value of a campaign), use dedicated dashboard tiles or your CRM's reporting. Reach out to [e-mail] if this is a repeated need.

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Related pages

• Scorecard Overview — what Scorecards are

• Configure a Scorecard — building a Scorecard with metrics

• Popular Scorecards — pre-built examples

• Creating Segments — the segment builder that powers Custom Filter

• Filter Options — operator reference for building filters