Modifying Existing Metrics

To modify an existing Metric, follow these steps.

  1. Click Metric Design on the left pane (1).
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  1. Select the Metric you want to edit in the Metric List found in the middle pane (2).
    Use the Search field to locate Metrics by typing their name.
  2. Make the desired changes on the right pane (3) and click Update (4).

Creating a Copy or Cloning an Existing Metric

To create a copy of a particular metric, follow these steps.

  1. Click Metric Design (1) on the left pane.
  2. On the right, click on the ellipsis symbol (2) represented by three dots found on the top right corner of the preferred custom metric.
  3. Select Duplicate (3) from the drop-down options that display.
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  1. A copy of the metric (1) appears first on the Metric List as it has been newly created.
  2. You can modify the Metric Name (2) on the right.
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  1. If you want to verify the metric copy, create a KPI Analysis and select a metric, which, in this example, is Hubspot Engagements. If you expand the options, you can see the copy version of the metric.
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