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1

Open the project

From the client’s Projects tab, open the report or dashboard.
2

Open the Calculated Metrics tab

In the editor sidebar, open the Calculated Metrics tab and click Add Calculated Metric.
3

Build the formula

Add tokens to the formula canvas:
  • Metric — a query against a connected data source (pick the source, metric, and optional dimension).
  • Operator — +, -, ×, ÷, and parentheses to control order.
  • Number — a constant value.
4

Set the format

Choose how the result displays: Numeric, Decimal, Percentage, or Currency.
5

Name and save

Give the metric a clear name and save it. It’s now available to widgets in this project.
Each metric token is a normal data-source query, so a single formula can combine metrics from different platforms — for example ad spend from one source divided by conversions from another.

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API

POST /v1/calculated-metrics creates a calculated metric.