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Setting Up Agency Library Metrics

Your custom metric calculations should make your templates more scalable instead of more restrictive. Global Library Metrics are custom calculations that live outside of the templates. They can be brought into a template from a universal list. The way metrics are calculated is also customizable on an account by account basis allowing you the flexibility of using one template for multiple accounts even if those accounts calculate a given metric differently. This article explains how to create Library Metrics at the agency setup level, how to customize the Metrics at the account level, and how to insert the Metrics into a template.

 

Section Links

Create and Edit a Global Metric

Edit a Global Metric at Account Level

Add Global Metric to Template

 

Create and Edit a Global Metric

1. Go to the Setup Settings

2. Click on "Library" in the Setup sub-navigation bar1.png

 

3. Click on the "Global Metrics tab under Library2.png

 

4. Click on the "Create Global Metric" button near the top right3.png

 

5. Type a simple, appropriate, display name in the "Display Name" field

6. Type a distinct, unique name for the metric in the "Unique System Name" field that will differentiate       this Metric from any other that might have the same or similar display name

7. Select the data format that will be used to display the Metric data

8. Select the Data Source

9. Using the Formula Creation Panel insert a combination of metrics connected by operators to create      a Custom Metric Calculation4.png

 

NinjaNote: If the Data Source you've selected is one of NinjaCat's Custom Data Source Networks (Google Sheets, Custom Email, URL, FTP, or SQL) you will be presented with the option to select the desired Data Source Custom Mapping. Once your desired Custom Mapping is selected, your desired Metrics for formula building will be made available.2.png

 

10. At the bottom of the Formula Window, the text will alert you of an unfinished or incorrect formula

11. Once you see the text "Settings are valid" Click the "SAVE" button near the bottom left5.png

 

12. Click on the "Pencil" button next to the desired Metric to edit an already existing custom                        calculation6.png

 

13. After any and all changes to your formula Click the "Save" button near the bottom left5.png

 

Edit a Global Metric at Account Level

1. After clicking on "Accounts" in the Top Navigation Bar

2. Click on the desired account from the account list

7.png

 

3. Click on the "Settings" button near the top right8.png

 

4. Click on the "Library" tab under Account Settings9.png

 

5. Click on the "Global Metrics" tab under Library

6. Click on the "Pencil" button next to the desired filter in the Global Filters list10.png

 

7. After any and all changes click the "Save" button near the bottom left5.png

 

Add Global Metric to Template

1. Access the NinjaCat Template Builder

2. In the Widget Settings of the widget you’re editing click "Add From Metric Library" under the "Metrics" section in the bottom right12.png

 

3. Click on the name of the desired Global Metric13.png

 

NinjaNote: If your desired Global Metric calculation incorporates a custom metric made available through a Data Source Custom Mapping, that same mapping must be selected when adding your Datasource.3.png

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