Calculated metrics workflow

Workflow Task

Description

Plan Calculated Metrics

Especially for metrics that are going to be officially “approved”, it makes sense to outline which calculated metrics will be widely used and how they will be defined.

Build Calculated Metrics

Build and edit calculated and advanced calculated metrics for use in Customer Journey Analytics components.

Tag Calculated Metrics

Tag calculated metrics for ease of organization and sharing. See how to plan and assign tags for simple and advanced searches and organization.

Approve Calculated Metrics

Approve calculated metrics to make them canonical.

Apply Calculated Metrics

You can apply metrics directly from a report, from the Metric Selector (to access it, click Show Metrics).

Filter Calculated Metrics

In the Metric Selector, click Advanced Selection and filter by tags, owners, and other filters (Show All, Mine, Shared With me, Favorites, and Approved.)

Mark Calculated Metrics as Favorites

Marking metrics as favorites is another way to organize them for ease of use.