Ontraport’s Metrics Dashboard shows you data in real-time so you can stay on top of the information that is most relevant to your business.

You can determine which stats you want to see on your Metrics Dashboard and Ontraport will automatically track them for you.

With options to name, categorize and refine each metric, your dashboard can be as simple or in-depth as you want.

Metrics are like single snapshots in time — they calculate stats for specific time frames. If you want to see your stats over time with line graphs, check out the Trends Dashboard.


Metrics Dashboard is available to users with Ontraport Basic accounts and above.


To choose the kind of metric you want

There are seven categories your custom metrics can fall under:

  • Number of contacts who did something
  • Number of times something happened
  • Average number of times something happened per contact
  • Conversion rate
  • Average time between two things happening
  • Total value of something across contacts
  • Average value across contacts

    Each one comes with its own set of triggers to choose from. These triggers are how Ontraport knows what to include in the stat.

    For example if you choose the metrics category “Number of contacts who did something” and the trigger is “Gets a refund on a product,” the dashboard will only pull stats for the product you specified.


    To refine metrics with conditions

    Adding a condition is optional but will make it so that your trigger will only activate if your additional specifications are met.

    For example, if you want to track how many of your new contacts are from Canada, you can use a condition to filter your data to just show you new Canadian contacts.

    To set this up, add the condition “Field is this value” and select the “Country” field and add the value “Canada.”


    To set your time frame

    Time frames add context to your metrics and allow you to pinpoint your reporting even further. If the time frame you’re looking for doesn’t appear in the dropdown, you can select “Custom date range” to create your own.

    Note: time frames are set to the timezone of the Ontraport account, not the viewer of the metrics.


    Here’s what each time frame means:

    Time frame

    Description

    Example

    Today All day today May 27, 2022
    Yesterday All day yesterday May 26, 2022
    Last 7 days A rolling 7-day period that ends yesterday May 20, 2022 – May 26, 2022
    This week All days this week Sunday – today
    Last week All days last week All days last week
    Last week to date Last week from Sunday to today’s day of the week Last Sunday to May 20, 2022
    This month All days between the first day of this month and today May 1 – May 27, 2022
    Last month All days between the first and last days of last month April, 2022
    Last month to date All days between the first day of last month and today’s date last month April 1 – April 27, 2022
    Last 30 days A rolling 30-day period that ends yesterday April 27, 2022 – May 27, 2022
    Last year All days between Jan 1 and Dec 31 last year January 1, 2021 – Dec 31, 2021
    Least year to date All days between Jan 1 last year and today’s date last year January 1, 2021 – May 27, 2021
    Year to Date All days between Jan 1 this year and today January 1, 2022 – May 27, 2022
    Custom date range Choose any “From” and “To” dates Your choice!

    To create a new metric

    • Click in your main navigation menu, then click the “Metrics” tab on the left.
    • Click
      1. This name acts as an identifier on the metric grid, so it’s helpful to name it based on what it measures.
    • Select your metric’s object type. From the drop down, you can choose whether your metric relates to contacts or one of your custom objects.
    • Select the type of metric you want to create.
    • Select a trigger.
    • Select a condition (optional).
    • Select the time frame for your metric.
    • Click .