Build the KPIs you actually care about. Custom Metrics let you combine numbers from across your data sources, run calculations, and drop the result straight into dashboards and reports.

👀 What’s New?

• Create custom KPIs by mixing metrics from multiple sources (e.g., contacts, opportunities ).

• Two ways to start: build from scratch or clone an existing metric.

• Smart formula editor with live validation, operators, and numeric constants.

• Display types: Integer, Float, Currency, or Percentage

• Trend direction control: mark increases as positive or negative for that metric.

• Works everywhere: add as a widget to Dashboards and Custom Reports; Snapshots supported.

• Chart options: rename, theme, and (optional) compare to previous period before saving.

👷 How It Works:

1. Go to a Dashboard (or Custom Report) → Edit → Add widget → Custom metric tab.

2. Click Create Custom Metric → pick From scratch or Clone.

3. Fill in Name, Data Type, Description, and Trend direction.

4. In Formula, type to insert metrics (choose data source + metric), add operators and numbers.

5. Create → select your new metric as a widget → configure chart → Save.

⭐ Why it Matters:

No more cobbling together spreadsheets just to answer “Are we growing efficiently?” Custom Metrics pull cross-tool signals into a single KPI, so teams can align on the exact definitions that drive the business.

⏭️ What’s Next

Metric-level filters & properties in the formula. Example: Count of contacts (WHERE Tag = "VIP") / Count of contacts(WHERE Source = "Ads").

Click here for the detailed help doc