How to Create a Calculated Metric

A calculated metric lets you build any number from your existing metrics — ratios, sums, differences, running averages — without entering data manually or connecting a new data source.

How to create a calculated metric

1. Go to Settings > Metrics and click Add Metric.

2. Give the metric a name, assign it to a team, and set the unit (currency, percentage, integer, etc.).

3. Under Type, select Formula.

4. Build your formula in the Formula field:

   • Type @ to search and add an existing metric.

   • Type +, -, *, / for math operators.

   • Use ( and ) to control order of operations.

   • Type a number and press Space to lock it in as a constant.

5. Click Save. Precision validates the formula in real time and flags any errors before you save.

Modifiers: compare to past periods

Each metric in your formula has a modifier you can set by clicking the right half of its badge. Options:

• Current — uses the metric's value for the current period (default)

• N days ago — uses the value from N days back (7, 14, 30, or custom)

• Sum (last N days) — sums the metric across the last N days

• Avg (last N days) — averages the metric across the last N days

Example: to calculate week-over-week growth, you might write New Leads / New Leads (7d ago) - 1.

Numeric constants

Numbers you add to the formula become constants. When a number follows a + or -, Precision asks whether it's a per day or per month amount — click the right half of the number badge to change it. When a number is used in a multiplication or division, no frequency is needed.

What to know

• Circular dependencies are blocked. A calculated metric cannot reference itself, directly or indirectly. Precision checks for cycles automatically and will show an error if you create one.

• Visibility follows dependencies. If any metric in your formula is restricted (admins and owners only, or owners only), the calculated metric inherits the most restrictive visibility setting.

• Archiving is blocked while in use. You cannot archive a metric that another calculated metric depends on. Remove it from any formulas first.

• Every formula must reference at least one metric. A formula of only numbers is not valid.