Metric & Tag Wizard

Creating a clean data structure is essential for meaningful reporting — but defining metrics and tags from scratch can be challenging. The new Metric & Tag Wizard guides you step-by-step through the process of setting up your own taxonomy, making it faster and easier to build a structure that works for your team.
The wizard helps you define your categories, add clear descriptions, and ensure that your setup is fully compatible with AI-powered features such as automated prefill.
How It Works
- A guided flow walks you through all required fields for metrics and tags.
- Helpful explanations and examples make it easy to define consistent logic.
- You can add descriptions that tell the AI exactly how each metric or tag should be interpreted.
- Recommendations ensure that your taxonomy remains scalable and easy to maintain.
- Perfect alignment with the Auto AI Prefill feature for smarter categorization.
Benefits
- Faster setup of custom metrics and tags with a simple, intuitive flow.
- Consistent structure across your entire workspace, even with multiple team members.
- Higher data quality thanks to clear descriptions and standardized naming.
- AI-ready taxonomy that improves automated suggestions and reporting accuracy.
The Metric & Tag Wizard gives you everything you need to build a clean, reliable classification system — without guesswork.
AI Suggestions for Your Custom Setup

Metric Suggestions (based on your description)

Tag Suggestions (based on your description)