In the Metrics tab, you’ll find a default view populated with a set of “Standard” metrics designed to give you a quick overview of key performance indicators. These default metrics provide a starting point for tracking essential data, but you are not limited to the pre-set options. You can also create custom views and custom metrics tailored to your specific needs. This flexibility enables you to organize your metrics for maximum clarity and relevance, ensuring that your dashboard aligns with your priorities and workflows.
Let's walk through how to create a custom view, then how to create a custom metric.
Creating a Custom View
In the Metrics tab, select the + View button.
Name the view.
Now that you have created a new view, it's time to organize the metrics you'd like to include.
Select Customize metrics.
Drag and drop the metrics you'd like to include into the table.
Creating a Custom Metric
In the Metrics tab, toggle to the Default view, or any custom view you have created.
Select Customize Metrics.
Select + Custom Metric.
Name the metric, select a data type, and choose whether the metric is cumulative or point-in-time.
The metric can now be found in the list of custom metrics and can be added by dragging and dropping it into a metrics group.
Note: custom views and custom metrics are not shared with your investor(s).
Have questions? Feel free to send an email to support@standardmetrics.io and our team will return your email.