Custom Reporting Metrics - Everflow Helpdesk

Learn how to create and use Custom Reporting Metrics in Everflow to build personalized performance formulas, calculate ROAS, track event costs, and automate commission calculations for your marketing campaigns.

Overview

Are you looking for deeper, more targeted insights from your Everflow reporting? Custom Reporting Metrics is the answer.

This invaluable asset empowers you to define the precise performance formulas that matter most to your unique business needs, ensuring your reports are always aligned with your goals and KPIs.

In this guide, we'll walk you through the process of creating, viewing, and adding Custom Reporting Metrics to your saved reports, as well as explore some real-world use cases to inspire your own custom metrics.

Custom Reporting Metrics are only available in the Network UI, not the Partner/Affiliate UI.

Setting Up Custom Reporting Metrics

Create new custom metrics for your reports.

Navigate to Reporting > Custom Reporting Metrics

Click Add Custom Metric in the upper left corner.

In the Add Custom Metric form:

Define a descriptive name for your custom metric

Select a format (Integer, Money, or Percentage)

Enter your formula using available data fields and mathematical operators

To add metrics to your formula, you can either:

Use the metric selection dropdown to choose from standard and custom metrics

Search for a metric by typing its name (e.g., typing "uni" will suggest "Uniq. Clicks")

List of Available Metrics

Gross Clicks

Events

Profit

Clicks

CVR

Margin

Unique Clicks

EVR

Gross Sales

Duplicate Clicks

CPC

CPA

EPC

Invalid Clicks

Total CV

RPC

RPA

Payout

Revenue

Avg. Sale Value

Event Revenue

Ensure your formula follows the correct mathematical order of operations (PEMDAS):

Parentheses

Exponents

Multiplication

Division

Addition

Subtraction

Click Add to save your custom metric, or Cancel to discard it.

There is a limit of 100 Custom Metrics per an Everflow account.

Editing Custom Metrics

Modify or delete existing custom metrics.

Go to Reporting > Custom Reporting Metrics

Locate the metric you want to edit and click on the overflow menu

Select Edit to modify the metric or Delete to remove it.

If editing, make your changes and click Save or Cancel

Edited metrics are updated immediately across the reporting system.

Viewing Custom Metrics

Add your custom metrics to different report types.

To view your Custom Reporting Metrics:

Go to the desired report (e.g., Offer, Partner, Advertiser).

Click the ellipsis

and select Column Customization

Search and toggle on your custom metric.

Click Apply to add the metric to your report view.

Custom Reporting Metrics are available in various report types, including:

Offer, Partner, Advertiser, SmartLink, Daily, Hourly

Analytics > Flex, Dynamic Nested, Redirect

Real-Life Use Cases

1. ROAS %

The default formatting of some metrics may not be ideal or easily understandable. Fortunately, Custom Reporting Metrics can customize existing metrics to be more relevant and digestible for your company.

For example, Return on Ad Spend (ROAS) is shown as an integer by default. Using Custom Reporting Metrics, you can reformat this to be displayed as a percentage instead for easier analysis:

Name: ROAS %

Format: Percentage

Formula: (Gross Sales / Revenue) * 100

2. Tracking Event Performance

Cost Per Event (CPE) tracking is not available by default as a standard metric. However, you can now create custom CPE metrics using Custom Reporting Metrics, including Media Cost if you are working with Media Buying in addition to other types of affiliates.

For example, to define a custom CPE metric, you could use this formula:

Name: CPE

Format: Money

Formula: (Media Buying Cost + Payout) / Events

3. Calculating Commissions

In the past, calculating Partner Manager commissions was a manual process requiring exporting Partner performance data and applying individual commission rates. Now, Custom Reporting Metrics streamlines this with custom formulas.

For example, to automatically calculate a 10% commission on Partner Payouts, you could set up this custom metric:

Name: Partner Manager Commission

Format: Money

Formula: Payout * 0.1

This is also applicable in calculating other commission types such as Advertiser Manager commissions.

With this approach, manager commissions can be automatically tracked and reported on, avoiding the need to manually determine and export these figures.

4. Media Cost Per Conversion

This use case can be a great addition to your current reporting if you are already utilizing our Media Buying Cost data integration for Google Ads (Google Ads Cost) - [Click Here].

The following example demonstrates how Media Buying Cost can be calculated per conversion, offering additional insight into your Media Buying performance:

Name: Media Cost per Conversion

Format: Money

Formula: Media Buying Cost / CV

Pro Tip!

Use parentheses in your custom metric formulas to clearly define the intended order of operations.

Adding Custom Metrics to Saved Reports

Set up your report with your desired custom metric(s).

Click Save and give your report a name.

To view the saved report later, click Load and select it from the list.

By leveraging Custom Reporting Metrics, you can create a reporting environment that is perfectly tailored to your unique business needs, ensuring you always have the insights you need to make informed, data-driven decisions.

Explore Related Content

Expand your reporting capabilities with these other helpful reports.

➔ Dynamic Nested Report: View two layers of data, of your choosing, in one nested view.
➔ Offer Report: Analyze performance data for your Offers and their associated Partners.
➔ Variance Report: Compare performance between two time periods and identify trends.

Did This Help You Today?