You can find custom metric builder from settings->Custom metrics:
To create a new metric, click on "Add custom metric", give it a name (in all languages relevant to your company), and give it a definition (also in all necessary languages). The metric description should explain what is being calculated and with which filters. You can also explain the intended use cases for the metric, and name the creator, campaign, team, or store this metric is relevant for.
Then you need to choose a formula:
Single metric
Single metric can be used if you often need to exclude a certain parameter from your sales figures. Eg. if your webstore sales are always booked under a certain sales rep's account, you can create a metric "Brick and mortar sales" by simply creating a single metric and filterinf out that articular sales rep.
Sum
This formula can be used for example in cases where you want to group costs together to create a metric such as: Wages + Salaries = Personnell costs
Subtract
Same as above, but other way around. Sales (w/o tax) - Costs of Goods Sold = Gross profit.
Multiply
Eg. Count of new cus
Divide
There are many use cases for division formulas, such as:
Calculating efficiency:
Sales (w/o tax) / Full time employees = Sales per FTE
Calculating averages:
Amount of orders / Sales days = Average daily order amount
Calculating proportional sales:
Sales (w/o tax) filtered by category "accessories" / Sales (w/o tax) = Accessory sales' proportion out of total sales
Calculating Margins:
Sales margin € (w/o tax) / Sales (w/o tax) = Sales margin %
Metric group
This selection defines, where your new formula will be listed in the Metric dropdown menus when eg. creating a new report.
Format
This selection defines how the resulting values of your metric will be displayed on reports. In the cases of single metric, sum, and subtraction you should use the format the base metrics for your calculation use (and of course it is a good practice to not sum or subtract metrics with formats that differ from another). For division calculation the format will depend on your end goal:
Is the result an average, or efficiency metric? -> use numeric (money or amount) depending in which format your Dividend is
Is the resulting metric a proportion or a margin? -> Use percentage format
Aggregation method
Defines how the values are summed up on the total rows of tables. In most cases monetary and unit values are aggregated with sum, where as division calculations, such as proportion metrics or margins should be aggregated with an average.
Decimals
The amount of decimals shown in the report for your metric when the results are rounded: By default, if the "Rounded" option on a table report is not ticket, 2 decimals are shown, but if you select "2" as the number of decimals when creating the metric, ticking the "rounded" option in tables will not affect the amount of decimals on your metric.
IMPORTANT TO NOTE!
Any changes you make to a metric will affect all the reports where that metric is used. So if you delete a metric, all the reports in which you or some one from your organisation have used that metric, will not function properly.
Troubleshooting
Sometimes it takes a while for a new metric to become visible on reports. If you want to use the metric instantly, you should refresh your browser before trying to add the metric to a report or dashboard.
The names of metrics can also appear strangely on the reports in the next few minutes after createing the metric, so allow a few minutes or refresh your browser again for the metric names to appear correctly.