The Channel Attribution Dashboard is designed to give you the most comprehensive understanding of how your marketing channels contribute to performance. With Metric Setting Presets, you can tailor your analysis to focus on specific strategic goals—whether it's acquisition, profitability, or channel efficiency.
Accessing Metric Settings
You can access Metric Settings through the top global filter bar in the Channel Attribution Dashboard under both All Channels and Ads tabs.
Click the "Metric settings" button.
Choose from preset metric groups or create your own.
Metrics selected here will apply across modules like Trendline, Summary Cards, and other visualizations within the dashboard.
Available Presets and Use Cases
There are five built-in presets designed to address core marketing questions:
1. Topline
Focuses on overall performance metrics, giving a broad view of total sales activity.
Key metrics: Orders, Sales, ROAS, Cost per Order, Orders (DTC + halo)
Use this preset when: You want a high-level overview of channel performance, including revenue and cost efficiency.
2. New Customer Acquisition
Helps you evaluate how each channel contributes to acquiring new customers.
Key metrics: New customer orders, New customer ROAS, New customer POAS, New customer sales, New customer net margin
Use this preset when: You’re analyzing growth initiatives or want to understand CAC and LTV of new customers by channel.
3. Profit Calculation
Give a complete picture of profitability across your marketing efforts.
Key metrics: Net profit, Net sales, Refunds, Ad spend, Net ROAS, Net margin, POAS
Use this preset when: You need to report on ROI and operational margins from each marketing investment.
4. Halo Effect
Measures the indirect impact of ads on secondary or non-attributed conversions.
Key metrics: Orders (halo), Sales (halo), New customer orders (halo), ROAS (DTC + halo)
Use this preset when: You want to understand the broader influence of your advertising beyond directly attributed conversions.
5. Secondary Sales Channel
Focuses on conversions assisted by secondary touchpoints.
Key metrics: Orders (secondary), Sales (secondary), ROAS (primary + secondary), Cost per order (primary + secondary)
Use this preset when: You’re analyzing multi-touch paths and want to assign value to supportive roles of channels.
Full Metrics Library
You can choose from 58 total metrics, including (but not limited to):
Revenue Metrics: Orders, Sales, Net Sales, AOV
Cost Metrics: Ad Spend, CAC, Cost per Order
Profitability Metrics: Net Profit, Net ROAS, POAS, Net Margin
Customer-Level Metrics: New vs Returning Customer Orders/Sales/ROAS
Attribution Types: Primary, Secondary, Halo, DTC + Halo
Engagement Metrics: Page Views, Visitors, Order Rate
Etc. (scroll down to see more metrics)
You can mix and match these to build customized views that reflect your company’s strategic KPIs.
Recommendations: Creating Custom Presets
Here are some expert-recommended custom presets to create for deeper insight:
1. Retention Analysis Preset
Track how returning customers interact with various channels.
Suggested metrics: Returning customer orders, Returning customer ROAS, Net profit, Cost per order
2. CAC Optimization Preset
Focus on acquisition costs and performance efficiency.
Suggested metrics: New customer orders, CAC, Cost per order, POAS
3. Full-Funnel Performance Preset
Assess engagement to conversion throughout the funnel.
Suggested metrics: Page views, Order rate, Net orders, Sales, ROAS
4. Platform Comparison Preset
Evaluate performance of each ad platform holistically.
Suggested metrics: Ad spend, Orders (DTC + halo), Net ROAS, POAS, Cost per order
Tips for Best Results
Drag & reorder metrics to customize the order of appearance.
Use "Save as new preset" to reuse across teams or time periods.
Combine with date filters and attribution models (e.g., “Any click + Platform view”) for contextual accuracy.
Create different presets per team objective: e.g., Finance for margins, Marketing for ROAS, Growth for CAC.