Create calculated metrics

Last update: June 19, 2025

CREATED FOR:

  • User
  • Admin

By default, only administrators can create calculated metrics. Users have rights to view calculated metrics, similar to how users view other components (such as segments, annotations, and more).

However, administrators can give the Calculated Metric Creation permission for Reporting Tools in Edit permissions for CJA Workspace Access to users via the Admin Console.

You can create a calculated metric in the following ways:

Ways to create a metric

  • A. In the main interface, select Components and select Calculated metrics. Select AddCircle Add from the Calculated metrics manager.
  • B. In a Workspace project, from the Components left panel, select Add at Event Metrics.
  • C. In a Workspace project, from the context menu in metrics column header, select Create metric from selection. From the submenu, you can select a function, or select Open in calculated metric builder.
    If you select a function, the calculated metric is defined as a project-only metric. When you later edit this metric, through the Component info popup, you see a notification in the Calculated metric builder.
  • D. In a Workspace project, select Components from the menu, and select Create metric.
  • E. In a Workspace project, use the shortcut shift+cmd+c (macOS) or shift+ctrl+c (Windows).

To define the new calculated metric, you use the Calculated metric builder.

Workflow

Before you create calculated metrics, carefully consider the following workflow:

Workflow TaskDescription
Plan calculated metricsEspecially 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 metricsBuild and edit calculated and advanced calculated metrics for use in Customer Journey Analytics components.
Tag calculated metricsTag calculated metrics for ease of organization and sharing. See how to plan and assign tags for simple and advanced searches and organization.
Approve calculated metricsApprove calculated metrics to make them canonical.
Use calculated metricsUse the calculated metrics in your projects.
Share calculated metricsShare your calculated metrics with other individuals, groups, or organizations.
Filter calculated metricsFilter calculated metrics by tags, owners, and other filters (Show All, Mine, Shared With me, Favorites, and Approved.)
Mark calculated metrics as favoritesMarking metrics as favorites is another way to organize them for ease of use.

Customer Journey Analytics