Custom Metrics
Custom Metrics let you create calculated KPIs from survey responses using formulas. These metrics can be used in Dashboards and Crosstabs to analyze data in a more meaningful way.
What are Custom Metrics?
Instead of viewing only raw responses, you can create metrics like:
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Average scores
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Positive/negative response %
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Category-level scores (e.g., Leadership, Culture)
This helps you turn survey data into clear, actionable insights
Where to Find It
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Go to Dashboards
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Click on Settings
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Select Custom Metrics
Create a Custom Metric
Click on Create Custom Metric and choose one of the following:
By Question Type
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Applies to all questions of a selected type (e.g., NPS, CSAT)
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Useful for creating standard metrics across surveys
By Specific Question
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Applies to one specific question
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Useful for creating custom scores for individual questions or categories
Add a Formula
Click on “f Add function” (or press f) to build your metric.
Common functions:
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Count – number of responses
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Base – total responses
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Sum – total score
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Average – mean score
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NPS Score – built-in NPS calculation
Example formulas:
SUM(["1", "2", "3", "4", "5"]) + SUM(["6", "7", "8", "9", "10"])COUNT("1") + Average("NPS Question")+ SUM(["1", "2", "3", "4", "5"])
You can also enable “Show metric values as percentage” if needed.
Example Use Case
In an employee survey, different questions represent areas like:
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Leadership and Direction
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Performance and Enablement
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Growth and Development
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Culture and Team Environment
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Well-being and Reward. You can create a Custom Metric for each area to track their scores separately.
Using Custom Metrics in Crosstabs
Step 1: Create Crosstab
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Go to Dashboards → Crosstabs
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Click Create New
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Select your survey
Step 2: Ensure Metric is Created
Before using it:
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Go to Settings → Custom Metrics
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Create or verify your metric
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Add a formula using “f Add function”
Only metrics with formulas will appear in Crosstabs.
Step 3: Add Custom Metrics
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Go to Crosstabs
In Rows (Question/Property)
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Click Select Question → Custom Metrics
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Choose your metrics
Step 4: Add More Metrics
Add multiple metrics like:
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Leadership and Direction
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Performance and Enablement
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Growth and Development
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Culture and Team Environment
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Well-being and Rewards
Step 5: View Results
You will see:
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Each metric as a row
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Calculated scores (e.g., averages)
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Easy comparison across categories
When to Use Custom Metrics
Use them to:
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Create category scores
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Track key business metrics
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Compare different aspects of a survey
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Standardize reporting
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