Custom Metrics — Now with Filters, Meta Ads & Google Analytics Support

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What's New?

Add
filters
to individual custom metrics in your formula — e.g. segment by contact tag, pipeline, owner, agent, and more
Meta Ads
is now available as a data source — use Spend, Impressions, CTR, CPC, CPM, Conversions, and Reach in your custom KPIs
Google Analytics
is now available as a data source — combine GA data with your CRM metrics in one formula
Custom metrics now open in a
full-page builder
instead of a modal

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How It Works:

Go to your Dashboard and open or create a Custom Metric => Click "Edit Dashboard" > "Custom Metrics" > "Create Custom Metrics"
In the formula builder, click on any metric token to add filters
Set your filter conditions — e.g. Tag = Customer, Pipeline = Sales, Owner = [Rep Name]
To use Meta Ads or Google Analytics data, select them from the metric picker under their respective categories
Combine metrics using the formula builder (e.g. Sum of Spend / Count of Opportunities) and save

Click "Edit Dashboard"

Create Custom Metrics

Add filters over Metrics

Google Analytics

Meta Ads

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Why It Matters:

Stop exporting to spreadsheets
— Build segmented KPIs like win rate by sales rep or conversion rate by lead source directly on your dashboard in real time
Tag-based contact metrics
— One of the most requested capabilities — filter any contact metric by tag (e.g. "Customer", "VIP") without leaving the platform
Cross-channel performance in one place
— Combine Meta Ads or Google Analytics spend data with your CRM pipeline data to calculate metrics like Cost per Lead or Cost per Opportunity natively in HighLevel

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What's Next?

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Notes: