[Beta] Set up custom metrics in My Dashboards

To create a custom metric:

1. In your dashboard, either:
   • Click + Create new > Custom metrics.
   • In any chart or table, in the Metrics dropdown menu, click + Create custom metric.
2. Name your metric. At the top of the custom metric editor, input a descriptive name for your metric (for example, "IPM").
3. Choose a Metric type. Select whether the metric is numeric, a percentage, or monetary (currency).
4. Define your metric formula. Either:
   • Get started quickly: Use suggested formulas (displayed in the left-side menu of the custom metric editor). Then use the editor to edit the template to fit your specific needs, such as selecting different in-app events or modifying multipliers or other parameters. For example, for the template Retention rate D2 / Retention rate D7, you can replace D2 and D7 with different events or time periods.
   • Use the interactive editor: Add metrics and operators (using the buttons), and numbers (using your keyboard) to define your formula. 
5. Preview the formula in the fx formula field.
6. [Optional] If you created the custom metric from within the general dashboard, click Save and add to chart.
   A new chart is created that includes your custom metric. 
7. Click Save.
   • If you created the custom metric from within a widget, it's automatically added to the chart or table.
   • If you created the custom metric in the general dashboard, you can now add it to any widgets you want.

You can edit a custom metric either from the dashboard or from within a specific widget. Note! Any changes you make to a custom metric are account-level, meaning the changes affect the metric for all users and dashboards.

To edit a custom dimension from the dashboard:

1. In your dashboard, click + Create new > Custom metrics.
2. In the custom metric editor's left-side menu, under My custom metrics, find the metric you want to edit and click the Edit icon.
3. Make any changes you want to the custom metric formula. 
4. Click Save.

To edit a custom dimension from a widget:

1. In any chart or table, in the Metrics dropdown menu, find the metric you want to edit and click the Edit icon.
2. In the custom metric editor's left-side menu, under My custom metrics, find the metric you want to edit and click the Edit icon.
3. Make any changes you want to the custom metric formula. 
4. Click Save.

You can delete a custom metric either from the dashboard or from within a specific widget. Note! Any deletions to a custom metric are account-level, meaning the metric is removed for all users and dashboards.

To delete a custom dimension from the dashboard:

1. In your dashboard, click + Create new > Custom metrics.
2. In the custom metric editor's left-side menu, under My custom metrics, find the metric you want to delete and click the Delete icon.

To delete a custom dimension from a widget:

• In any chart or table, in the Metrics dropdown menu, find the metric you want to delete and click the Delete icon.

• Start simple: Begin with basic metrics and progressively add complexity as needed and as you become more familiar with formula development.
• Align with goals: Ensure each metric ties back to a specific business objective or question.
• Document your formulas: Keep a reference of your custom formulas for easy updates or debugging.
• Review periodically: Regularly assess your metrics to ensure they remain relevant.