Metrics Dashboard is available to users with Ontraport Plus accounts and above.
- Click in your main navigation menu.
- Click and name your metric.
- 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 timeframe for your metric. You can either use a default option or create your own custom date range.
- Click .