Create custom metrics

A custom metric is a formula built on metrics that already exist in the catalog, such as “Amount spent ÷ Leads” to get a cost per lead with the name your client uses. You pick a model, choose metrics from searchable lists and see a preview of the last 30 days before saving. Once created, it shows up in the catalog, opens its own detail page and can go on any of the client's dashboards.

Before you start

• Who can create, edit and delete: the account owner (company), the agency team and, on the client side, the Admin and Editor roles. Viewer can only see.
• The metric belongs to the open client. To use the same formula for another client, create it again there.
• All metrics in the formula must come from the same platform (for example, only Meta Ads). You can't divide Google Ads spend by Meta Ads leads in a custom metric.
• The platform must be connected and active for the client: the formula is validated against that connection's real data.

Step by step

1. 1
   Step 1

   Open New metric

   In Metrics, click New metric. The New custom metric window opens.

2. 2
   Step 2

   Name and identify it

   Fill in the identification fields. Slug, title and category are required.

   • Slug (unique id): a short identifier with no spaces, such as cpl_meta. It can't be changed later.
   • Title: the name shown in the catalog and on dashboards, such as “Cost per lead”.
   • Description: optional; explains the formula to readers.
   • Category: groups the metric in the catalog, for example efficiency.
3. 3
   Step 3

   Pick a model

   The Models buttons build the formula structure and suggest the format and the good direction:

   • Ratio: A ÷ B (decimal format, good when it goes up).
   • Cost per: cost ÷ result (currency format, good when it goes down).
   • Percentage: (A ÷ B) × 100 (percentage format).
   • Sum, Difference and Multiplication: A + B, A − B and A × B; the format comes from the first metric.
   • Custom: starts empty so you can build it term by term.

   Illustrative screen

   Korra/Metrics

   Ask RelatorAIPT

   Metrics

   Amount spentR$ 12,480.00

   New custom metricCreate a formula over base measures from the same platform.

   Slug (unique id)cpl_meta

   TitleCost per lead

   ModelsRatioCost perPercentageSumDifferenceMultiplicationCustom

   1

   PlatformMeta Ads

   2

   FormulaAmount spent ÷ LeadsR$ 28.40 in the last 30 days

   3

   Create metric4

   1. 1The model builds the structure and suggests format and direction.
   2. 2The platform limits which metrics can go into the formula.
   3. 3Each formula term is picked from a searchable list; the preview shows below.
   4. 4Create metric unlocks once the formula is valid and the required fields are filled in.

4. 4
   Step 4

   Pick the platform and the metrics

   In Platform, select the source. In each formula term, click Choose metric and search by name. Use Add with an operator (+, −, ×, ÷) to include more terms, Group to add parentheses and Remove last to undo. The list also lets you use a fixed number (for example, 100) with Use number.

5. 5
   Step 5

   Check the validation and the preview

   Once every term is filled in, Relator validates the formula against the connection's data. Valid formula appears and, right below it, the result for the last 30 days (“R$ 28.40 in the last 30 days”). If something is wrong, the message says what: an empty term, a metric that doesn't exist in the catalog or a division by zero. Show expression displays the written formula.

6. 6
   Step 6

   Set format and direction

   In Format, choose Currency, Integer, Percentage or Decimal. In Good when, say whether the metric is better when it goes Up or Down. This direction sets the color of changes and which day counts as the “best day” on the detail page.

7. 7
   Step 7

   Save

   Click Create metric. The metric goes into the Custom metrics source of the catalog, with the same card as the others.

Edit, duplicate and delete

On a custom metric's card, open the Actions menu and choose Edit, Duplicate or Delete. The metric's detail page also has a Duplicate button. The copy starts with the title “Cópia de …” and needs a new slug.

Useful examples

• Cost per lead (Meta)

  Model

  Cost per

  Formula

  Amount spent ÷ Leads

  Format

  Currency

• Click conversion rate

  Model

  Percentage

  Formula

  (Conversions ÷ Clicks) × 100

  Format

  Percentage

• Total clicks with video

  Model

  Sum

  Formula

  Link clicks + Video plays

  Format

  Integer

Exact metric names depend on the platform; use the picker's search to find the right one.

Common problems

• Create metric stays disabled → the slug, title, category or platform is missing, or the formula isn't valid yet.
• “The metric … was not found in the catalog” → the metric no longer exists in the connection (for example, the account was switched). Pick another metric for that term.
• “The formula divides by zero” → you used the number 0 as a divisor. Change the divisor.
• The preview shows — → there was no data for those metrics in the last 30 days. You can still create the metric.