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:

  • 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.


    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

    Today All day today [wpdts-date]
    Yesterday All day yesterday [wpdts-date days=”-1″]
    Last 7 days A rolling 7-day period that ends yesterday [wpdts-date days=”-7″] – [wpdts-date days=”-1″]
    This week

    All days this week

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

    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 [wpdts-date days=”-7″]
    This month

    All days between the first day of this month and today

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

    [wpdts-month-name] 1 – [wpdts-month-name] [wpdts-day], [wpdts-year]
    Last month All days between the first and last days of last month [wpdts-month-name months=”-1″], [wpdts-year]
    Last month to date All days between the first day of last month and today’s date last month [wpdts-month-name months=”-1″] 1 – [wpdts-month-name months=”-1″] [wpdts-day], [wpdts-year]
    Last 30 days A rolling 30-day period that ends yesterday [wpdts-date days=”-30″] – [wpdts-date]
    Last year All days between Jan 1 and Dec 31 last year January 1, [wpdts-year years=”-1″] – Dec 31, [wpdts-year years=”-1″]
    Last year to date All days between Jan 1 last year and today’s date last year January 1, [wpdts-year years=”-1″] – [wpdts-month-name] [wpdts-day], [wpdts-year years=”-1″]
    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, [wpdts-year] – [wpdts-date]
    Custom date range Choose any “From” and “To” dates Your choice!

    Create a new metric

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    • 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 .



    Dashboard settings

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    By default, three metrics include data collected today:

    • This week
    • This month
    • 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:

    • Go to Your accountAdministrationDataDashboard.
    • 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:

    • Ontraport holds historical data from the beginning of the previous year. That means if today is June 30, 2022 we can only guarantee the accuracy of that data back to January 1, [wpdts-year years=”-1″].
      1. We recommend that you always check the date ranges of your Metrics Dashboard, and select a time period that starts after January 1, [wpdts-year years=”-1″].
    • 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.
      1. If numbers in your Dashboard are not exactly matching up with sales report statistics, add the condition “Contact still exists” to your metric.
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