What’s new

• You can add filters to individual custom metrics in your formula, such as filtering by contact tag, pipeline, owner, agent, and more.
• Meta Ads is available as a data source. You can use Spend, Impressions, CTR, CPC, CPM, Conversions, and Reach in your custom KPIs.
• Google Analytics is available as a data source. You can combine analytics data with your CRM metrics in a single formula.
• Custom metrics now open in a full-page builder instead of a modal.

How it works

1. Open your Dashboard and create or open a Custom Metric.
2. In the formula builder, select a metric token to add filters.
3. Set your filter conditions, for example: Tag = Customer, Pipeline = Sales, Owner = a specific rep.
4. To use Meta Ads or Google Analytics data, select them from the metric picker under their respective categories.
5. Combine metrics in the formula builder (for example, total spend divided by opportunity count) and save.

Why it matters

1. You can build segmented KPIs on your dashboard without exporting to spreadsheets.
2. You can filter contact metrics by tag (for example, Customer or VIP) directly in the platform.
3. You can combine ad and analytics spend data with your CRM pipeline data to calculate metrics like cost per lead or cost per opportunity in Leadli.

What’s next

• More UX improvements to the custom metric builder are planned.

Notes

1. Filters support multiple conditions (AND logic) per metric token.
2. Available to all accounts.