👀 What's New?

• Add filters to individual custom metrics in your formula — e.g. segment by contact tag, pipeline, owner, agent, and more

• Meta Ads is now available as a data source — use Spend, Impressions, CTR, CPC, CPM, Conversions, and Reach in your custom KPIs

• Google Analytics is now available as a data source — combine GA data with your CRM metrics in one formula

• Custom metrics now open in a full-page builder instead of a modal

👷 How It Works:

1. Go to your Dashboard and open or create a Custom Metric => Click "Edit Dashboard" > "Custom Metrics" > "Create Custom Metrics"

2. In the formula builder, click on any metric token to add filters

3. Set your filter conditions — e.g. Tag = Customer, Pipeline = Sales, Owner = [Rep Name]

4. To use Meta Ads or Google Analytics data, select them from the metric picker under their respective categories

5. Combine metrics using the formula builder (e.g. Sum of Spend / Count of Opportunities) and save

Click "Edit Dashboard"

Create Custom Metrics

Add filters over Metrics

Google Analytics

Meta Ads

🌟 Why It Matters:

1. Stop exporting to spreadsheets — Build segmented KPIs like win rate by sales rep or conversion rate by lead source directly on your dashboard in real time

2. Tag-based contact metrics — One of the most requested capabilities — filter any contact metric by tag (e.g. "Customer", "VIP") without leaving the platform

3. Cross-channel performance in one place — Combine Meta Ads or Google Analytics spend data with your CRM pipeline data to calculate metrics like Cost per Lead or Cost per Opportunity natively in HighLevel

⏭️ What's Next?

• Further UX improvements to the custom metric builder experience coming soon

📝 Notes:

1. Filters support multiple conditions (AND logic) per metric token

2. Available to all accounts — no plan restriction