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Help guide

Create a Custom Metrics formula

Combine supported reporting values into a saved calculation.

Overview

A custom formula can express a calculation your team uses regularly. Give it a clear description so someone else can understand the inputs and units.

Build the formula

  1. Open custom metrics

    Use the dashboard’s available custom-formula controls with reporting-edit access.

  2. Add fields

    Choose metric, operator, or fixed-value fields and arrange the intended calculation. Change field types where needed.

  3. Validate and save

    Resolve formula errors, add a description, and inspect the result against a simple example.

Check units and missing values

Combining percentages and counts can produce a misleading result. Check platform coverage and do not assume a missing input is zero. Test the calculation on a period where you can verify the numbers.

Availability and access

Availability depends on your organization access and assigned permissions.

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