To get started building your formula, first navigate to your Data Sources and Click the Create Formula button.
*You can also check out this quick explainer video*
The first step will be titling the metric and formatting what type of metric you'd like it to be. Metrics can formatted as:
You'll also select the frequency you'd like to chart and report for the formula.
Next you can start building your formula. You can select any of your metrics or enter a number in as well.
Note: We'll show you a preview of the formula in the bottom footer!
From there you can select the first operator for the metric. To start we are supporting your standard four operators: (multiple, divide, subtract and sum).
In this example I'm going to add in additional $1,000 to be totaled for my Customer Acquisition cost so I'll sum my Sales & Marketing Expense and add an additional 1,000.
If you want to create an order of operations you'll click the "+" in the 2nd row to start a new set of operations to be performed.
Lastly, for this example. I'm just going to divide by New Customers to get my CAC. You are more than welcome to keep going!
Q: What if I'm creating a formula that has metrics with different frequencies?
A: Depending on your frequency selection we will automatically transofmr the data for you. E.g if you have daily data & monthly data in a formula we will automatically sum that daily data for you. Booya!
Q: What happens as my metrics get new data?
A: Great question! We'll automatically update your formulas the new values for you.