Creating Custom Metrics

Owned by Megan Bostwick
Last updated: May 01, 2023
2 min read

  • 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