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Create Custom Metrics

Last updated on Jun 08, 2026

Overview

Custom Metrics allow you to create your own KPIs and calculations using connected data sources.

You can use custom metrics to:

  • Build blended KPIs

  • Combine metrics across platforms

  • Create business-specific target KPIs or goals

  • Standardize reporting across dashboards

Accessing Create Custom Metrics

Steps

  1. Navigate to Performance Reports

  2. Click Custom Metrics

  3. Create New Metric

Configure Metric Details

The first section allows you to define the metric basics.

Title

Enter a name for your custom metric. Use clear and descriptive names so the metric is easy to identify in reports.

Description

Add an optional description explaining:

  • What the metric measures

  • How it should be used

  • Any formula logic or limitations

Select Categories

Choose all relevant categories for the metric.The categories unlock relevant options under the next section “Source”

Available categories may include:

  • Commerce (Shopify)

  • Paid Media (Google, Facebook, Tiktok, and Bing Ads)

  • Analytics/Attribution (LayerFive and Google Analytics)

  • Email/SMS (Klayviyo)

  • Membership/Subscriptions (Memberful)

Select Data Sources

Choose the platforms that should contribute data to the metric.

Supported sources may include:

  • Shopify

  • Google Ads

  • Facebook Ads

  • TikTok Ads

  • Google Analytics

  • Klaviyo

  • Bing Ads

  • LayerFive

  • Memberful

Search Sources

Use the search field to quickly find a specific platform.

Steps

  1. Click the Search source field

  2. Enter the source name

  3. Select the required source

Select Entry Type

The Entry Type determines how the metric is created.

Available Entry Types

  • Formula - Use the Formula Builder to create calculated metrics using mathematical operations.

  • Custom User Metric - Create a metric using predefined fields and dimensions.

Select Metric Type

The Metric Type controls how values are stored and displayed.

Available Metric Types

  • Text - Stores text-based values.

  • Number - Stores numeric values.

  • Percent - Displays values as percentages.

  • Currency - Displays monetary values using currency formatting.

Formula Entry Type

Selecting Formula opens the Formula Builder interface.

Select a Dimension

Choose the reporting level for the metric.

Available Dimensions (Updates with the source(s) selected)

Available dimensions may include:

  • Account

  • AdSet

  • Ads

  • Audience

  • Campaign

The selected dimension determines where the metric can be used.w

Attribute Filters

Attribute Filters allow you to refine and control the data included in your custom metric or report.

You can use filters to create targeted calculations based on specific conditions such as campaign names, platforms, audiences, locations, or performance criteria.

Adding a Filter

Steps

  1. Select an Attribute

  2. Choose an Operator

  3. Enter a Value

  4. Click Add Condition to include additional rules

Add Filter Groups

Use Add Group to create separate filter groups with AND/OR logic for more advanced filtering scenarios.

Allow Decimal Values

Enable this option if the metric should support decimal numbers.

Example Use Cases

  • ROAS

  • CPA

  • Conversion Rate

  • CTR

Reverse Heatmap Direction

Enable this option when lower values represent better performance.

Example Metrics

  • CPA

  • CPM

  • Cost Per Conversion

This helps ensure dashboard heatmaps display colors correctly.

Formula Builder

The Formula Builder allows you to combine metrics and operators to create calculations.

Available Operators

Supported operators include:

text, +, -, *, /, (, ),

Building a Formula

Steps

  1. Select a metric from the metric list

  2. Add mathematical operators

  3. Build the formula step by step

  4. Review the Formula Preview section

  5. Save the metric

Formula Preview

The Formula Preview section displays the active formula before saving.

Use this section to verify:

  • Metric order

  • Operators

  • Formula structure

Example Formula

Blended ROAS

(Total Revenue) / (Total Ad Spend)

CPA Formula

(Total Ad Spend) / (Conversions)

CTR Formula

(Clicks / Impressions) * 100

Footer Expression

Footer Expressions define how totals are aggregated in reports.

Available Footer Expressions

Sum

Adds all values together.

Weighted Average

Calculates averages based on weighting logic.

Use Weighted Average carefully for rate-based metrics.

Save the Metric

Once configuration is complete:

  1. Review the formula and settings

  2. Verify dimensions and metric type

  3. Click Save

The metric will then become available across reports and dashboards.

Best Practices

  • Use consistent naming conventions

  • Keep formulas simple where possible

  • Validate formulas before saving

  • Use descriptions to document logic

  • Avoid duplicate metrics with similar names

Troubleshooting

Entry Type Is Required

Ensure an Entry Type has been selected before saving.

Metric Not Saving

Verify:

  • Required fields are completed

  • Formula syntax is valid

  • At least one source is selected

Incorrect Metric Values

Check:

  • Formula logic

  • Selected dimensions

  • Data source mappings

  • Footer expression type

Metric Not Appearing in Reports

Ensure:

  • The metric has been saved successfully

  • The selected dimension matches the report dimension

  • Required data sources are connected

Recommended Use Cases

Paid Media Metrics

  • ROAS

  • CPA

  • CTR

  • CPC

Commerce Metrics

  • Average Order Value

  • Profit Margin

  • Revenue Per Customer

Attribution Metrics

  • Blended MER

  • Assisted Conversion Rate

  • Channel Efficiency

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