Customization
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      Overview: Metric Builder

      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. 

      HOW TO

      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:

      How to use Metric Builder for different Integrations

      IN THIS SECTION

      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
      Here are a few Metric Builders for Native Integrations you can check out: 

      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: 

      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: 

      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

       
      1. Open the selected Databoard in the Designer, or create a new Databoard.
      2. Drag and drop a blank Datablock onto the Databoard from the Metric Library.
      3. Click on the Datablock on the Databoard to open the corresponding  Datablock Editor on the right-hand side of the Designer
      4. In the  Metrics drop-down, click  Data Source to select the appropriate Data Source. This will filter out metrics from the specific Data Source.
      5. In the Metric Type drop-down, select Custom to filter out all Custom Metric from this specific Data Source.
      6. 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 

      Additional Information

      • 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.