Overview
The Custom Metrics Builder is an amazing tool for creating the specific metric you want to see within your Summary & Pixel dashboards. A simple drag-and-drop functionality allows you to build complex metrics with just a few clicks.
Get Started
To create a custom metric on the Summary dashboard, click Edit Dashboard and select Create Custom Metric. Assign a title and a helpful description, and select how this metric should be represented: as a dollar amount, a percentage, or a plain number.
Now you are ready to formulate your custom metric.
Every Custom Metric is essentially a formula built of the raw data building blocks already available within your dashboard. Drag and drop the elements to add, subtract, multiply, or divide any metric by any other metric or value.
For each metric element added to the editor, click on it to select the desired metric you'd like to use.
For each integer element added, click to add the desired value.
Add the operator (
+,-,X, or/) you'd like to use between elements. Continue doing so until you have created your formula.
If your formula is more complicated, you can use parentheses to ensure that it follows the standard order of operations. You can watch a simple video about an order of operations here.
Practical Examples
Example 1: New Customer AOV
The following GIF illustrates how to create a New Customer AOV metric.
Example 2: FB & Google Spend %
In the following example, a user wanted to calculate what percentage of his total ad spend was going toward Google and Meta altogether. To do this, she added parentheses around the first part of the formula (in order to add the two numbers), and then divided the sum by her total Blended Ad Spend. She also designated the metric type as a percentage.
Example 3: Removing a Segment of Orders from Total Sales
Some of our customers want to see their Total Sales without seeing draft orders. I'll title this metric: Sales - Draft.
To do this, select your Shopify Sales metric, then subtract your draft Shopify Segment. Set the Metric type to $, select the section you'd like to save this metric in, and you're all set!
Example 4: Creating a No-Draft Order ROAS
In this example we will build upon the previous one! To generate an updated ROAS based on your new "Sales - Draft" metric, here's what you'll need to do:
Begin creating a new custom metric. For your first metric, select your new "Sales - Draft" metric (you'll find this in the "My Custom Metrics" section). Then, divide that by your Blended Ad Spend -- that's the total reported ad spend from all the channels connected to your Triple Whale account.
For the metric type, select number, so it saves as a standard ROAS configuration.
Lastly, select the section to save it to, and boom! -- you've got yourself a "No Draft ROAS" custom metric!
Example 5: Returning Customer Purchases in Triple Pixel
In the following example, we pivot to the Pixel dashboard and walk through how to calculate your Returning Customer Purchases by building a custom metric.