Building and Integrating Custom Metrics [Video/Blog]
Table of Contents
- What are custom metrics used for- 0:00-0:30
- How can you build custom metrics- 2:30-5:56
- How can you integrate them into your dashboards- 5:57-8:17
- Share your Custom Metrics on Atlas- 8:18-9:02
What are custom metrics used for?
With the amount of widgets you’ll find in your marketing dashboards in Khoros Marketing, it’s easy to assume that we have everything covered in terms of the data you want to see in your reports. Truth is, as experts in your field, we rely on you, our customers, to tell us if there are grey areas that our pre-build widgets don’t quite capture.
Custom Metrics gives you the opportunity to define your own data sets to measure your KPIs, or even recalculate pre-defined widgets including data that isn’t captured traditionally.
Today in this short tutorial, I’ll show you when it would be useful to build custom metrics, how to create them and how to integrate them into your dashboard
How can you build custom metrics
I’ve already created an engaging social report dashboard for an example brand, but I want to add specific widgets for videos.
Currently, there are tons of widgets that give you insight into video views, but what you’ll notice is there is not a great way to see other specific video view metrics.
For this example, I am interested in seeing data on the percentage of followers who finish a video.
With Custom Metrics, we can gain insight on what ideal video lengths for different Pages could/should be.
In order to start building this Custom Metric, head over to Analytics > Custom Metrics > Create Custom Metric.
In the next window under Step 1, you are prompted to title the Custom Metric and enter a description.
For Step 2, Under Metric Type, you can pick between metrics around Posts data, Ads data, or Accounts data.
Notice as you select the different metric types, the available data points are reflected under the Metrics Library on the right.
To start creating a calculation, select the individual data points from the Metrics Library to be added into the Quick Calculation Window on the left.
*Note that the filter can help you drill down if you want to work on network-specific calculations or those that are cross-channel.
Below are the operators you can use in your calculation:
For this example, I’ll be focusing on Facebook data points and add the following calculation into the fieldUnderneath the Quick Calculation window is the Number Display Type dropdown where you can pick between Number, Percentage or Currency ($) [only available for Ad Metric Type]. I want to see the percentage of video watch time before clicking away, so choose percentage and save my Custom Metric at the top by clicking Create.
How can you integrate them into your dashboards?
In order to integrate your newly created Custom Metric into your Dashboard, go into the edit mode on any dashboard you want to include this metric in.
Here you have two options:
The first option, include the Custom Metric in a standalone widget, which in my case will give me an idea of the average percentage of how much of a video your followers watch before clicking away.
To do this, click the Add Widget button and select Chart.
In the Widget Library search for the Custom Metric widget, add it to your dashboard, and place it where you want it. Remember you can also resize this to suit your use case.
In order to configure the widget to display the new Custom Metric, hover over the widget and click on the pencil icon.
Under Display Settings, give the widget a name, like “Average View Percentage (FB)”, still in Display Settings, in the Custom Metric dropdown, select your newly created Custom Metric.
Now the widget will display your data. Remember all the normal filters can still be applied here, whether that’s on the widget level or for the entire dashboard.
The second option to incorporate Custom Metrics into a dashboard is by including them on explorer type widgets. For this example, a post explorer could show how much of each video specifically was watched on average.
I go into my Widget Library and add the Post Explorer to my dashboard.
By clicking on the pencil icon, I can adjust the widget filter by navigating to the Filter Settings tab. Here I will only highlight video content by selecting Format > Video and I’ll limit the widget to Facebook data by selecting Channel > Facebook.
Next, I’ll navigate to Display Settings and change the title of the widget to Facebook Video Explorer. Under Metric Columns I will click into the Search Metric field and type in the name of my newly created custom metric.
By clicking done I will save my settings and I get a specific view of how each video is performing.
Thank you for watching and reading!
Questions? Comments? Thoughts?
After you build your excellent Custom Metric, don't forget to share it with us and other users in the Atlas Marketing Discussions! If you have any questions on the tips provided, please comment below and I’ll get back to you!
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