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Using the Metrics Dashboard
Last updated on: July 22, 2024

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. To get a visual of your metrics right on the automation map, use your map’s Performance Mode.

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

Check out this Ontraport University lesson on the Metrics Dashboard:

Table of contents

Choose the kind of metric you want
Refine metrics with conditions
Set your time frame
Create a new metric
Dashboard settings
Why does my data look wrong?

Choose the kind of metric you want

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There are seven categories your custom metrics can fall under:

  1. Number of contacts who did something
  2. Number of times something happened
  3. Average number of times something happened per contact
  4. Conversion rate
  5. Average time between two things happening
  6. Total value of something across contacts
  7. 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.

Refine metrics with conditions

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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.”

Set your time frame

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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

TodayAll day todayMay 21, 2024
YesterdayAll day yesterdayMay 20, 2024
Last 7 daysA rolling 7-day period that ends yesterdayMay 14, 2024 – May 20, 2024
This week

All days this week

Follow these steps to exclude today’s data from this metric.

Sunday – today
Last weekAll days last weekAll days last week
Last week to dateLast week from Sunday to today’s day of the weekLast Sunday to May 14, 2024
This month

All days between the first day of this month and today

Follow these steps to exclude today’s data from this metric.

May 1 – May 21, 2024
Last monthAll days between the first and last days of last monthApril, 2024
Last month to dateAll days between the first day of last month and today’s date last monthApril 1 – April 21, 2024
Last 30 daysA rolling 30-day period that ends yesterdayApril 21, 2024 – May 21, 2024
Last yearAll days between Jan 1 and Dec 31 last year
January 1, 2023 – Dec 31, 2023
Last year to dateAll days between Jan 1 last year and today’s date last yearJanuary 1, 2023 – May 21, 2023
Year to date

All days between Jan 1 this year and today

Follow these steps to exclude today’s data from this metric.

January 1, 2024 – May 21, 2024
Custom date rangeChoose any “From” and “To” datesYour choice!

Create a new metric

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  1. Click Dashboard in your main navigation menu, then click the “Metrics” tab on the left.
  2. Click New Metric.
    • This name acts as an identifier on the metric grid, so it’s helpful to name it based on what it measures.
  3. 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.
  4. Select the type of metric you want to create.
  5. Select a trigger.
  6. Select a condition (optional).
  7. Select the time frame for your metric.
  8. Click Save.

Dashboard settings

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By default, three metrics include data collected today:

  1. This week
  2. This month
  3. Year to date

You can update your dashboard’s settings if you prefer not to include data collected today in those metrics.

Here’s how:

  1. Go to Your accountAdministrationDataDashboard.
  2. Select “no” in the dropdown.

Why does my data look wrong?

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If your metrics’ data doesn’t seem to be adding up, there are a couple things to consider:

  1. Ontraport holds historical data from the beginning of the previous year. That means if today is June 30, 2024 we can only guarantee the accuracy of that data back to January 1, 2023.
    • We recommend that you always check the date ranges of your Metrics Dashboard, and select a time period that starts after January 1, 2023.
  2. Your metrics will show you data about ALL contacts that existed in your account in a specific time frame, even if you later deleted their records.
    • If numbers in your Dashboard are not exactly matching up with sales report statistics, add the condition “Contact still exists” to your metric.
Related university lessons
Trends Dashboard
Ontraport’s Trends Dashboards gives you a bird’s-eye view of how your sales, marketing and business data changes over time.
Reporting tour
Get a pulse on your marketing efforts by using the Dashboard feature, Performance Mode, Broadcast History and sales reports.
Building custom reporting automations
Learn how to use automations to create detailed custom reporting on your business processes — and step up your oversight on key performance indicators.
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Related support articles
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Using the Trends Dashboard
 Pro tips
Tip #1: Your stats will begin to update when you visit your dashboard, edit existing metrics, or create new ones. The way you set up your metrics will determine how long they take to calculate. Here’s what you can expect:
  1. Five minutes for metrics without conditions
  2. Half an hour for metrics with conditions
  3. One hour for metrics that measure the average time between two things happening or for conversion rate
Tip #2: Adding a condition further refines the criteria of your metric. You can add additional conditions joined by AND (both conditions must be true) or by OR (either condition may be true) by clicking the + Add Condition button.

Tip #3: You can copy your metric’s triggers or conditions to quickly add multiple similar rules. Hover over the rule you want to copy, then click .

Your copied rule will appear under your original where you can customize it to fit your needs.

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