Creating Custom Metrics

• Click Recourse > Manage added data sources
  
  

  Open

  

   

• Select the data source you would like to use to create a custom metric in and select edit
  
  

  Open

  

   

• 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