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Custom metrics pinned to your dashboard

LiveFor: Admin

Define your own metric and pin it.

Analytics > Custom Metrics holds your firm’s own figures, worked out from the measures Analytics already keeps.

Analytics Custom Metrics with a New Metric button and an empty list with columns Metric, Formula, Reads as and Made by.
Custom Metrics.
  1. Press New Metric.

  2. Name it and write its formula from existing measures, such as Recovery: [Billed] / [Production], and choose how it reads (a number, money or a percentage).

  3. Save.

In Explore, group the list, add the metric from Columns, save the view and choose Pin to Dashboard. It then shows on My Dashboard, worked out for whoever is looking.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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