Custom fields

Use custom fields

Where custom fields show up once created, how to use them in dashboards and goals, plus recipe ideas and best practices.

After you create a custom field, it's saved to your team and shows up wherever you pick fields. This page covers where custom fields appear and how to get the most out of them.

Where custom fields appear

Custom fields belong to the team, so everyone in the team can use them wherever the field pickers appear. You don't need to recreate them for each dashboard.

Custom metrics and dimensions appear in the metric and dimension pickers when you configure a dashboard widget, next to the built-in fields. Use a custom metric like CPA in a scorecard, or group a chart by a custom dimension like your channel grouping.

A dashboard widget's metric picker, with a custom metric selected under Custom metrics

They also work in dashboard filters, so you can filter a whole dashboard by a custom dimension.

Goals

Custom metrics are available when you set up a goal, so you can track targets against your own KPIs, not only the platform defaults. Set a target on your blended ROAS or a custom conversion metric and track pacing like any other goal.

Custom fields are computed with the same query engine as the rest of the product. They give the same result in every dashboard and goal that uses them.

Recipe ideas

A few common ways teams use custom fields:

Metrics

CPA, CPL, or CPC - cost efficiency from spend and conversions, leads, or clicks
ROAS - revenue divided by spend
Conversion rate - conversions over clicks or sessions
Blended spend - total spend across every ad platform in one metric

Dimensions

Channel grouping - map many sources into Paid, Organic, Social, Email
Campaign type - label campaigns Branded or Non-branded with conditional rules
Region or strategy - extract a segment from your campaign naming convention with Split text
Unified campaign name - one campaign-name column blended across platforms

Select Browse examples in the builder to see ready-made versions of many of these. Start from one and change it to fit your data.

Best practices

Name for the audience. Use clear names like "CPA" or "Channel grouping". They appear in every picker your team uses.
Add a description. A one-line description makes a field's intent clear to team members.
Preview before saving. Run the live preview against real accounts to confirm the values are what you expect.
Set a sensible fallback. Decide what should happen when a field can't be computed, rather than leaving unexpected zeros or blanks.
Reuse, don't duplicate. Because fields belong to the whole team, build one main version instead of near-duplicates.
Order conditional rules carefully. Put specific rules before general ones so values land in the right bucket.

Next steps

Create a custom field - Build your first one
Dashboards - Put custom fields on charts and tables
Goals - Track targets on your custom metrics

Split text

Split a dimension value by a delimiter and extract a specific fragment, ideal for pulling region, channel, or strategy out of a campaign naming convention.

Custom domain

Send your clients share links and setup links on a domain you own, so they never see ours.