Click Recourse > Manage added data sources
Select the data source you would like to use to create a custom metric in and select edit
Once in edit, click +ADD A FILED in the top right corner
Name your new custom field with a name that is indicative of what you are measuring with your new field.
Add your formula into the formula field. You can type the fields you want or pick from the fields on the left hand side.
Example:
Once you have saved your goal you can edit how the goal will show up by selecting a number, percent, currency and more.
If you need to edit your custom metric you can do so by clicking on the “fx” after the name
Advanced - Setting up spend and revenue projections:
Follow steps from above
Formula for revenue is:
sum(revenue) * sum(cast(monthly estimated multiplier as number))
Formula for spend is:
sum(cost) * sum(cast(monthly estimated multiplier as number))
Make sure to change the type to currency for these metrics