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Overview

Filtered metrics allow you to isolate a platform metric using one or more filter conditions. For example, you can create a metric that reports only Meta Ad Spend for Prospecting campaigns or Shopify Orders for a specific product category. This article walks through how to create a filtered metric from a single data source.

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Create a Filtered Metric from a Single Data Source

To create a filtered metric, you’ll first define the data source and filter criteria, then use the Formula Builder to specify the metric you want to return.
Step 1: Create a New Custom Metric
  1. From the left navigation menu, go to Performance Reports.
  2. Expand the submenu and select Custom Metrics.
  3. Click + Create New Metric in the upper-right corner.
  4. Enter a Title and Description for your custom metric.
Step 2: Configure the Metric
  1. Select the appropriate Data Source Category.
    • Commerce for Shopify metrics.
    • Media for advertising platforms such as Meta, Google Ads, or TikTok.
    • Select the category that contains the data source you want to filter.
  2. Choose the specific Data Source you want to use.
  3. Set the Entry Type to Formula.
  4. Select the appropriate Metric Type (Currency, Percentage, Number, etc.).
Step 3: Define Your Filter
  1. Select the Dimension you want to filter by.
    • For example, to filter Shopify Sales by Sales Channel, select Orders as the dimension.
  2. Once you’ve selected a dimension, the Filter Criteria section will appear.
  3. Choose the attribute you want to filter.
    • For example, Sales Channel.
  4. Select an operator such as Contains, Does Not Contain, Equals, or another available option.
  5. Enter the value you want to filter by.
Tip: You can build more advanced logic by adding multiple filter groups and combining them with AND and OR conditions.
Step 4: Build the Formula After your filter criteria have been configured, use the Formula Builder to define the metric.
  1. In the Formula Builder, select the platform metric you want to return.
    • For example, if you’re filtering Shopify Total Sales by Sales Channel, select Total Sales.
  2. Review the formula preview to confirm it matches your intended logic.
  3. Click Save in the bottom-right corner to create your custom metric.