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Settings → Metrics

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The Metrics screen is the catalogue of your project’s indicators. Everything a metric looks like in reports — its name, number format, colour, calculation rule — is set here and read by every report of the project at once.

What you see here

Metrics are grouped by data source: one section per integration, with Common metrics first. Inside a section they are laid out along the funnel: Ads → Site → Leads → Target → Deals → Sales.

Table columns:

  • Metric — the label, a short context next to it, and the key on the second line. Labels in the registry are not unique (dozens of metrics are called CR); only the key is, and formulas and saved reports address the metric by it.
  • Format — how the number looks: money, percent, units, decimals.
  • How it is calculated — a formula for a derived metric; for a base one, the source it reads.
  • Definition — where the description came from: KO standard, project metric, copy of standard, or standard, edited with the list of differences.
  • Used in — where the key already appears: reports, views, plans, dashboards. Shown by the names of those places, not as a count.
  • State — Shown or Hidden, plus a Not calculated mark with the reason.

The dot to the left of the name is the metric’s colour. Colour carries the funnel stage, while shape carries the role: a volume is a filled dot, a rate or a conversion is a ring.

The last row of a section is N more hidden: hidden metrics are collapsed, because a project with connectors usually has more of them than shown ones.

Set it up for your question

In the section toolbar:

  • Search metric — by name and by key.
  • Source — filter by integration. Unticking a source does not remove its section; it collapses into a “show N metrics of this source” line, so the map of the project’s sources stays visible.
  • Status — shown, hidden, problems only.
  • Used in — Used somewhere or Not used anywhere. Without this filter, “hide this metric” is a blind decision.
  • View — table height.
  • Add metric… — a metric of your own.

Edit a metric

  1. Click a row — the editor opens on the right.
  2. Calculation — the formula. Empty means the metric reads its source as is; to change the calculation, write a formula from that source.
  3. Number format — format, decimals, aggregation over periods, attribution.
  4. Display — name, description, group, colour, highlight.
  5. Save.

Editing a standard metric does not change it for other projects: KO creates a project copy that overrides the standard definition. That is why the editor offers Restore standard — it drops the copy rather than “resetting the values”.

Create your own metric

  1. Add metric… in the section toolbar.
  2. Set the key — latin letters, digits and _. The key is asked for once: formulas and saved reports address the metric by it, so renaming the key would mean a different metric.
  3. From there it is an ordinary edit.

Only your own metric can be deleted. A copy of a standard one loses its override, and a standard one can be hidden but not deleted. A metric that is used somewhere is deleted on the second click — the first refusal names how many places use it.

How to read it

A formula rewrites the numbers across the whole project history, not from today. The editor says so next to the field: a metric is a reading rule, not a stored record, and a new rule applies to every period at once.

The Check value button calculates the metric over the last 30 days right in the editor — the fastest way to be sure the formula is not broken.

“Not calculated” means the definition does not resolve against this project’s data: no source, no markup, or a reference to a metric that does not exist. The reason is printed under the formula, and the Problems only filter collects such metrics into one list.

A hidden metric is not a deleted one. It stays in the registry, keeps being calculated in saved reports and keeps labelling their columns; it is simply not offered in composition pickers.

Some labels come from the KO dictionary. For those metrics a project name only applies where the dictionary has no entry — the editor says so, so that the edit does not look ignored.

An empty colour means “by group”. Set a colour of your own only when the metric should deliberately stand out from its group.

If there are no numbers

  • “No metrics found” — the filters or the search are doing it. Clear the filters: more often than not the metric is there, hidden by status.
  • The metric is not in the list at all — no source has brought it in. Metrics arrive with a connector sync; if the connector was just set up, wait for the first sync.
  • The metric is there but the report shows a dash — check the State column: it will say “Not calculated”, with the reason.

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