If you rely on a dashboard to track sales and marketing performance, having the right numbers in one place can save time and help you make better decisions. With custom metrics, you can now filter individual data points, combine CRM data with ad and website performance, and build reports that match how your business actually works.

📌 Why This Matters

Small business owners need simple, reliable reporting without digging through spreadsheets or switching between multiple tools. This feature makes it easier to measure things like cost per lead, win rate by team member, or performance by customer type directly from your dashboard.

• See the numbers that matter: Filter metrics by tag, pipeline, owner, agent, and other conditions so your reports reflect specific parts of your business.
• Bring data together: Combine CRM numbers with website analytics and ad performance in one formula for a fuller picture.
• Make faster decisions: View important KPIs in real time instead of manually exporting and calculating them elsewhere.

✨ What’s New

• Metric-level filters: Add filters to individual custom metrics in your formula, such as contact tag, pipeline stage, owner, or agent.
• Ad data included: Use metrics like Spend, Impressions, CTR, CPC, CPM, Conversions, and Reach in your custom KPI formulas.
• Website analytics included: Pull in website performance data and combine it with your CRM numbers in the same calculation.
• Larger editing workspace: Custom metrics now open in a full-page builder, giving you more room to create and review formulas.

🛠️ How to Use It

1. Step 1: Open your dashboard and create or edit a custom metric from the dashboard settings.
2. Step 2: In the formula builder, click on a metric token to apply filters.
3. Step 3: Choose your filter conditions, such as Tag = Customer, Pipeline = Sales, or Owner = a specific team member.
4. Step 4: Select ad performance or website analytics metrics from the available data source categories if you want to include them.
5. Step 5: Combine your metrics into a formula, such as ad spend divided by opportunities created, then save it to your dashboard.

💡 Pro Tip

Create one custom metric for cost per lead and another for win rate by sales rep so you can quickly spot where your money is producing the most revenue.