Skip to main content

How to Create Custom Stats (Web)

Custom stats let you create your own calculated metrics that appear as columns on the stats dashboard. There are three types: Ratio, Percentage, and Formula.

Written by Hunter Allred
Updated over 3 weeks ago

Where to Find It

Go to Settings > Custom Stats. If you have multiple workflows, select one first. Click the + button to add a new custom stat.

Types of Custom Stats

Ratio — Shows the relationship between two metrics as X:Y. For example, 10 Leads and 50 Knocks would show as 1:5.

Percentage — Shows one metric divided by another as a percent. For example, 10 Leads / 50 Knocks = 20%.

Formula (Advanced) — Write your own math expression using variables mapped to any available metric. This is the most flexible option. Requires the Advanced Custom Stats feature to be enabled.

Creating a Ratio or Percentage

  1. Click + and select Ratio Custom Stat

  2. Enter a Name — this is the column header on the stats dashboard

  3. Optionally add a Description, Short name, and Plural name

  4. Choose the Type: Ratio or Percentage

  5. Select the Smaller metric (numerator) and Larger metric (denominator) from your available report columns

  6. A preview will show how the calculation works

  7. Click Save

The swap button between the two metric selectors lets you quickly flip the numerator and denominator.

Creating a Formula Stat

  1. Click + and select Advanced Custom Stat

  2. Enter a Name, and optionally a Description, Short name, and Plural name

  3. Write your formula using standard math operators (+, -, *, /)

  4. Create variables by adding a $ prefix — for example: $Lead / $Pitch

  5. Each variable you create will appear below the formula field as a dropdown

  6. Map each variable to an actual report metric from the dropdown

  7. Choose a Formatter to control how the result is displayed (optional):

    • Round — rounds to the nearest whole number

    • Ceiling — always rounds up

    • Floor — always rounds down

    • Days Since — displays result as days since a date

    • Time of Day — displays result as a time

    • Ratio — displays as X:Y

    • Percentage — displays as a percent

    • Custom Format — set a prefix, suffix, and decimal places

  8. Click Save

Example formulas:

  • $Lead / $Pitch — leads per pitch

  • ($Sold * 100) / $Knocked — sold percentage of knocks

  • $Revenue / $Install — revenue per install

  • $NotHome1 + $NotHome2 + $NotHome3 — total not homes

Editing and Deleting

Click any row in the Custom Stats table to open the edit drawer. You can modify the name, description, metrics, or formula. Custom stats are permanently deleted when removed — there is no archive.

Permissions

Creating or editing custom stats requires the Manage Custom Ratios (ratio:save) permission.

Tips

  • Only number-type report columns are available as metric options for ratios and percentages

  • Variables in formulas must start with $ and can only contain letters, numbers, and underscores

  • Custom stats appear as new columns on the stats dashboard for everyone in the company.

Did this answer your question?