Overview: Metric Builder for CallRail (Calls)

With the Metric Builder for CallRail (Calls), you can create Custom CallRail Metrics using a combination of Metrics, Dimensions, and Filters. 

Some popular use cases for the Metric Builder for CallRail (Calls) include tracking individual Client/ Company performance and filtering by specific parameters.


How to access Custom Metrics and Metric Builder for CallRail (Calls)

Navigate to  Metrics > Custom Metrics. Click the green + New Custom Metric button and select your connected CallRail Account from the Data Source drop-down list. Select the Call radio button to access the Metric Builder for CallRail (Calls). 

Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.

How to use the Metric Builder for CallRail (Calls)

A) Data Source: This is the Data Source that the Custom Metric is syncing data from. 
B) Metric: Select a Metric from your connected CallRail Data Source, such as "First Time Callers," "Leads" or "Total Calls." 
C) Dimension (Optional): The Dimensions parameter re-categorizes the returned Metric value based on common criteria. Examples of Dimensions are "Company," "Source," and "Campaign." If no Dimension is selected, the Custom Metric will store 1 aggregated Metric value for each Date Range. 

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 "First Time Callers by Company," "Leads by Source," or "Total Calls by Campaign."    

D) Invert Metric (Optional): This checkbox should be selected if a lower Metric value indicates positive growth / performance (i.e., Unsubscribers, Cost per Conversion, etc.) Inverting the Custom Metric in Databox will make it, so an increase in the Metric value will show a red percentage change color on a Databolock, while a decrease in the Metric value will show a green percentage change color on a Datablock.
E) Filter by(Optional): Filters restrict the data that gets included in the Custom Metric. All data that is returned is tested against the Filter(s). Multiple Filters can be combined using AND boolean logic. 
If the data synced from the Metric and Dimension fields meet the Filter specifications, the data is retained and included in the Custom Metric value. If the data synced from the Metric and Dimension fields don't meet the Filter specifications, the data is excluded from the Custom Metric value.
Some common use cases include setting Filters based on "Company" and "Landing Page."
F) Data Preview: After clicking Preview data, a Data Preview of the Custom Metric will be displayed. Daily Metric values are displayed in this section, along with the total Metric values for the Date Range in bold at the bottom. You can view the Data Preview for different Date Ranges by clicking on the drop-down list at the top of the Data Preview. 
G) Custom Metric Name: Enter a name for your Custom Metric. This Custom Metric name will be available in the Designer after saving.  
H) Save: Save your Custom Metric.  

How to create a Custom CallRail Metric [Example]

In this example, we'll create a Custom Metric to report on Total Calls split up based on Company.

  1. Navigate to Metrics > Custom Metrics
  2. Click the green + New Custom Metric button
  3. Select the appropriate CallRail Data Source
  4. Select the Calls radio button
  5. We will select Total Calls from the Metric dropdown list
  6. Since we want to view the associated Companies that tracked the calls, we'll select Company from the Dimension dropdown list  
  7. We don't need to further restrict this data, so we'll leave the Filter section blank
  8. In order to accurately explain what this Custom Metric is reporting on, we'll name the Custom Metric Total Calls by Company
  9. Click Preview data to generate a Data Preview of the Custom Metric
  10. Once we confirm that these are the results we're looking for, we'll click Save to save the Custom Metric

How to add a Custom CallRail Metric to a Databoard

Learn how to add a Custom Metric to a Databoard here

Additional Information