Metrics Group and Metrics Group Search

Metric Groups are a powerful way to organize your metrics within Clarisights. It allows users to categorize and group metrics based on specific needs, which helps easier access, search and management. In this article, we will show you how to create Metric Groups and how they make it easier to find the right metrics for you reports

Use Cases: Basic Metric Group

Your team most likely has a few strategic KPIs, or most important metrics that you will always want to report on. But every time you create a report, you have to find these metrics over and over again. Well, we have a solution!

In the example below, we have created a new Metric Group called “Basic Metrics”. It includes all the fundamental metrics from Total Clicks, Impressions, Total Revenue, Total Spend, etc. Once you have grouped them all together, this group will serve as a starting point for general performance analysis, providing a quick overview of your important KPIs.

Now when you edit the Metrics on any visualization, the Metrics Search will display all the metrics through the prioritization of: Metric Groups, Custom Metrics, and then Native Channel metrics. As you can see, our “Basic Metrics” group appears on top, keeping the most important metrics handy and easy to find.

Metrics Search

This prioritization is also applied when you type to search for a metric. For example, if you search for “Clicks”, the system will display all groups that contain a “Clicks” metric at the top. In this case, “Clicks” are available in your Metric Group “Basic Metrics” and also exist in other 22 Native Channels.

Knowing that our “Basic Metrics” group contains the most important metrics, we will now click on that group. The results are now filtered for Metrics that are part of this group, and you know exactly which “Clicks” you need in your report in seconds!

This is just one example. You might use Metric Groups to organize metrics also by team (Paid Social metrics, Paid Search metrics, etc.) or by source of attribution (Platform-reported, Google Analytics, Internal Attribution model). We are confident you will find the right way to make use of this feature!

How to create a Metric Group on Clarisights?

Alright, now that we know when we should utilize this feature, let’s move forward to how we can create a new Metric Group. Note that only admins will have the permission to create and edit the Metric Groups.

Step 1: Click on the "Custom Metrics" icon in the left navigation bar (or here )to get started.

You can find the Metric Groups tab on the right.

Click on “New Metrics Group” and it will pop up a new window that allows you to configure this new group.

Step 2: Fill in relevant information of your Metric Group. The Metric Group Name and Description should provide clear information of the group. You can also assign a color, which helps later navigation and management.

Under Metric Selection, you can drag the metrics that belong to this group.

Click “Create Metric Group” once done.

You will now see the new group under your Custom Metric tab.

Step 3: If you or your team need to edit the metrics, such as adding more metrics, or changing the description, these groups can be edited through clicking on the pencil icon under Actions.

If you still have further questions, please reach out to support@clarisights.com and we’re happy to clarify further! :)