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Create a custom metric

Learn how to create custom metrics with the metric builder tool and improve your ability to measure, analyze, and optimize business outcomes.

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Availability

profile  Users, Editors, and Admins

box  All accounts

lock  Feature exclusive to select subscription plans


Basic metrics may not always provide the specific insights you need to track your business performance effectively. With the metric builder, you can create custom metrics by selecting relevant metrics and dimensions, applying filters, and segmenting data to better reflect your business needs. Whether you need to track a specialized KPI, or segment data in a specific way, the metric builder gives you the flexibility to measure success on your terms.

Create a custom metric

Custom metrics are created using the metric builder tool. To get started:

  1. Navigate to Metrics > Custom Metrics.
  2. Click + New Custom metric.
  3. Select the source of data for your metric.

pinNote: The metric builder tool is available for select integrations. To find out if a particular integration supports it, refer to the Metric Library.

From there, the setup process will vary depending on the selected data source, as the metric builder adapts its workflow based on the data's origin. The available variants are:

  1. Datasets
  2. Spreadsheets
  3. Predefined API endpoints
  4. Custom API endpoints

The table below outlines the layout and available options for each metric builder variant:

Variant Selectors Filtering support Additional options
Datasets Measure
Date
Dimension		 ✅ Yes Aggregation function
Spreadsheets Value
Date
Dimension		 ❌ No Aggregation function
Edit metric definition
Predefined API endpoints Varies by API Varies by API Favorable trend
Custom API endpoints Query parameters
Headers
Pagination method
JSONata expression		 ✅ Yes (via JSONata) Edit metric definition

 Regardless of the data source, you’ll need to preview the data before saving the custom metric. This ensures the selected configuration is valid and produces accurate results.

The preview includes a limited number of rows, capped at:

  • 200 rows for datasets
  • 500 rows for spreadsheets
  • 20 rows for API endpoints

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