Custom Metrics — Now with Filters, Meta Ads & Google Analytics Support

What's New?

• Add filters to individual custom metrics in your formula — e.g. segment by contact tag, pipeline, owner, agent, and more
• Meta Ads is now available as a data source — use Spend, Impressions, CTR, CPC, CPM, Conversions, and Reach in your custom KPIs
• Google Analytics is now available as a data source — combine GA data with your CRM metrics in one formula
• Custom metrics now open in a full-page builder instead of a modal

How It Works:

1. Go to your Dashboard and open or create a Custom Metric => Click "Edit Dashboard" > "Custom Metrics" > "Create Custom Metrics"
2. In the formula builder, click on any metric token to add filters
3. Set your filter conditions — e.g. Tag = Customer, Pipeline = Sales, Owner = [Rep Name]
4. To use Meta Ads or Google Analytics data, select them from the metric picker under their respective categories
5. Combine metrics using the formula builder (e.g. Sum of Spend / Count of Opportunities) and save

Click "Edit Dashboard"

Create Custom Metrics

Add filters over Metrics 

Google Analytics 

Meta Ads 

Why It Matters:

1. Stop exporting to spreadsheets — Build segmented KPIs like win rate by sales rep or conversion rate by lead source directly on your dashboard in real time
2. Tag-based contact metrics — One of the most requested capabilities — filter any contact metric by tag (e.g. "Customer", "VIP") without leaving the platform
3. Cross-channel performance in one place — Combine Meta Ads or Google Analytics spend data with your CRM pipeline data to calculate metrics like Cost per Lead or Cost per Opportunity natively in the platform

What's Next?

• Further UX improvements to the custom metric builder experience coming soon

Notes:

1. Filters support multiple conditions (AND logic) per metric token
2. Available to all accounts — no plan restriction