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How to Add Custom KPIs in Funnelytics

Creating Custom KPIs to Track Your Specific Success Metrics

Umberto Guardascione avatar
Written by Umberto Guardascione
Updated over 3 weeks ago

While Funnelytics automatically tracks standard metrics like people, forms, purchases, and revenue, you can also set up custom KPIs to monitor specific metrics that matter most to your business. Here's how to set them up:

Step 1: Access the Monitor Tab

Navigate to the Monitor tab in your Funnelytics dashboard where you can view your default metrics like created accounts, form completions, and total revenue.

Screenshot of the Funnelytics Monitor tab showing default metrics

Step 2: Add a Custom KPI

Click on the option to add a custom KPI. Funnelytics offers several categories of metrics you can track:

  • Financial Metrics: Anything related to money, such as total revenue or revenue per person

  • Conversion Metrics: Actions you're trying to optimize, like forms completed, calls scheduled, deal stages, or purchases made

  • Page Metrics: Interactions with your pages, including page views, video views, button clicks, link clicks, and scroll depth

  • Other Metrics: Any custom events you pass to Funnelytics via Google Tag Manager or other integrations

Screenshot showing the different KPI categories

Step 3: Select Your Specific Metric

For this example, let's set up a KPI to track video views:

  1. Click on "Page Metrics"

  2. Click on "Video Views"

  3. Choose the location of the video you want to track:

    • Select "Any Location" if the video appears on multiple pages

    • Or choose a specific page where the video appears

Screenshot of selecting video views and location

Step 4: Refine Your KPI

Now, refine your KPI to make it more specific:

  1. Move to the Attributes table

  2. Click the chevron icon next to "videoName" to expand it

  3. Click the "+" in corrispondence to the video you want to measure

  4. You could add more filters to further refine by selecting a "videoAction" like play, pause or a completion percentage (like 90%) to track viewers who watched most of the video

Screenshot showing the filtering options while creating a kpi

Step 5: Name and Save Your KPI

  1. Review the summary of your KPI settings

  2. Give your KPI a descriptive name (e.g., "Training Video Completion")

  3. Optionally, add targets (covered in a separate guide)

  4. Click "Save KPI"

Screenshot of naming and saving the KPI

Step 6: Monitor Your Custom KPI

Your new KPI now appears on your Monitor dashboard. You can:

  1. Select a time period (like last 14 or 30 days)

  2. Compare it to previous periods

  3. Apply your selection to see performance data

That's it! You can repeat this process to add any custom KPIs that are important for your business, helping you track and optimize the metrics that matter most to your success.

If you have any questions or need further clarification, remember to reach out to our support team anytime via the chat widget or by emailing us at [email protected]

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