With Metric Builder, you can create Custom Metrics for select Data Sources by adding Dimensions, Segments, Filters, and more.
Some popular use cases for Metric Builder include creating Campaign-specific Metrics for Google Ads and Facebook Ads data, reporting on HubSpot Smart Lists with more granularity, and more. Metric Builder often allows you to access additional Metrics or Dimensions from a Data Source and enhance your Databox reports.
- Access Custom Metrics and Metric Builder
- Use Metric Builder for different integrations
- View Custom Metrics
- Add a Custom Metric to a Databoard
- Additional Information
How to access Custom Metrics and Metric Builder
Navigate to Metrics > Custom Metric to access Metric Builder.
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
Metric Builder is currently available for the following Data Sources:
- Adobe Analytics
- Amazon Redshift
- Facebook Ads
- Google Ads
- Google Analytics
- Google Analytics 4
- Google BigQuery
- Google Search Console
- Google Sheets
- HubSpot Marketing
- HubSpot CRM
- LinkedIn Ads
- Microsoft Advertising
- Microsoft Azure SQL
- Microsoft SQL Server
- Pipedrive CRM
- Salesforce CRM
- Snapchat Ads
- TikTok Ads
How to use Metric Builder for different Integrations
IN THIS SECTION
- How to use Metric Builder for Native Integrations
- How to use Metric Builder for SQL Integrations
- How to use Metric Builder for Custom API Integrations
How to use Metric Builder for Native Integrations
Metric Builders for Native Integrations are the most plug-and-play of all Metric Builders. These are designed to help you build Custom Metrics for Data Sources we are strong native integrations with. Users of all skill levels should be able to use this type of Metric Builder.
While the Metric Builder itself may look slightly different based on the integration, they all generally ask the user to select:
- Data Source: The Data Source that the Custom Metric will sync data from.
- Metric: A Metric from your connected Data Source, like “Pageviews” or “Deals Created.” Metrics represent a quantitative measurement, meaning there is a numerical value associated with it.
- Dimension: The Dimensions parameter re-categorizes the returned Metric value based on common criteria.
Pro Tip: Add the word "by" in between the Metric and Dimension in order to determine an appropriate Custom Metric Name. From the Metric and Dimension examples outlined above, we could create the Custom Metrics "Sessions by Country," "Leads by Source," and "Impressions by Campaign."
- Filter: Filters restrict the data that gets included in the Custom Metric.
Pro Tip: Filters are case-sensitive. You should set identical filter entries as is set in the Data Source UI in order to avoid potential Custom Metric setup problems due to unrecognized filter entries. Learn more about how to identify correct entry names here.
- Favourable Trend: You can select when "Trending UP is positive" or "Trending DOWN is positive," since some metrics are better (positive) when the value is lower (like Bounce rate, Churn rate, etc.). This will affect how comparison values and goal comparisons are calculated and calculated for the custom metric
- Master Overview: Metric Builders for HubSpot Marketing
- Master Overview: Metric Builders for Matomo
- Overview: Metric Builder for Facebook Ads (Ads Reporting)
How to use Metric Builder for SQL Integrations
Metric Builders for SQL Integrations allow you to create Custom Metrics using Structured Query Language (SQL). If you’re already familiar with SQL, this is a great tool to build your Custom Metrics.
Learn more about our SQL integrations and Metric Builders here.
Here are a few Metric Builders for SQL integrations you can check out:
- Overview: Query Builder for Google BigQuery
- Overview: Metric Builder for Microsoft SQL Server
- Overview: Metric Builder for MySQL
How to use Metric Builder for Custom API Integrations
For Custom API Integrations, the Metric Builder is a little more advanced. These integrations allow users to extract data from API endpoint responses. To use these Metric Builders, you should understand the basics of Rest API and JSON data expressions.Here are a few Metric Builders for Custom API Integrations you can check out:
- Guide: Using Trello with Databox (Custom API Integration)
- Guide: Using Slack with Databox (Custom API Integration)
- Guide: Using Messenger for Business with Databox (Custom API Integration)
How to view Custom Metrics
Use the Created By, Tags, and Data Source drop-downs in the top right of the Custom Metrics page to view significant Custom Metrics.
From the Data Source drop-down, you can view the number of Custom Metrics that have been built for each Data Source.
How to add a Custom Metric to a Databoard
- Open the selected Databoard in the Designer, or create a new Databoard.
- Drag and drop a blank Datablock onto the Databoard from the Metric Library.
- Click on the Datablock on the Databoard to open the corresponding Datablock Editor on the right-hand side of the Designer
- In the Metrics drop-down, click Data Source to select the appropriate Data Source. This will filter out metrics from the specific Data Source.
- In the Metric Type drop-down, select Custom to filter out all Custom Metric from this specific Data Source.
- In the main Metrics drop-down, select the metric you'd like to display on the Datablock, using the Search bar if needed. This will update the Datablock and it will populate with the corresponding data
- The Data Preview is limited to display a maximum of 20 Dimensions per Date Range for Dimensional Metrics. Dimensions will be sorted by descending value, therefore the 20 Dimensions with the highest total values will be displayed in the Data Preview for each Date Range.