Ontraport’s Metrics Dashboard allows you to build a customized view of all your company’s measurable stats in one place. With options to name, categorize and refine each metric, your dashboard can be as simple or in-depth as you want.

 

Selecting a type of metric


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 for a numeric 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.

Refining 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’re trying to keep track of how many people purchased your new product, you might use a condition to filter out any contacts who haven’t yet paid.

To set this up, you can place a tag on your order form that indicates a successful purchase, then add the condition ‘Contact has Tag’ to make sure that only those who paid successfully are included.

Setting timeframes


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

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