Tracking the right numbers for your business can make a huge difference in understanding how you’re doing. Custom Metrics help you combine data from different areas, run simple calculations, and display the results in one easy-to-see place like your dashboard or reports.
📌 Why This Matters
Instead of juggling multiple spreadsheets or guessing which numbers really show your progress, custom metrics let you define exactly what matters most to your business. Bringing your data together gives you a clearer picture of performance and helps you focus on the key indicators that affect growth and success.
✨ What’s New
- Create custom KPIs: Mix numbers from various parts of your business, like contacts and opportunities, to get a combined result.
- Two easy ways to start: Build metrics from scratch or duplicate an existing one to save time.
- Smart formula editor: Write and check your calculations instantly with handy operators and numbers.
- Various display types: Show your results as whole numbers, decimals, currency, or percentages.
- Trend control: Mark whether increases or decreases are positive for each metric so your reports reflect the right outlook.
- Works everywhere: Add your custom metrics as widgets on dashboards, include them in reports, or use them in snapshots.
- Chart options: Rename your charts, choose themes, and even compare results to previous periods before saving.
🛠️ How to Use It
- Step 1: Go to your Dashboard or Custom Report, select Edit, and add a new widget under the Custom Metric tab.
- Step 2: Click “Create Custom Metric” and choose to build from scratch or clone an existing metric.
- Step 3: Enter the Name, choose the Data Type (like integer or percentage), add a Description to remind yourself what it tracks, and set how trends should be interpreted.
- Step 4: Use the formula editor to add metrics from your data sources, apply math operators, and include any numeric constants needed.
- Step 5: Save your new metric, add it as a widget on your dashboard or report, customize how it looks, then save again.
💡 Pro Tip
Focus on tracking custom metrics that directly relate to your sales or customer growth, so you can spot opportunities and make smarter decisions that help your bottom line.
