Define metric definitions
Define your key metrics so the AI assistant gives consistent answers across your organization.
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Define your key metrics so the AI assistant gives consistent answers across your organization.
Target Audience: Organization admins and data teams configuring AI for their organization.
Metric definitions tell the assistant exactly what your key business metrics mean and where they come from. When defined, the assistant uses these definitions whenever a user asks about those metrics — ensuring every user gets the same, accurate answer.
Use this page when users ask about key metrics and get inconsistent or incorrect answers. Defining metrics is especially useful for calculated values that are not self-evident from column names, such as ARR, churn rate, or NPS.
Changing metric definitions requires the organization update permission, which member, admin, and owner roles have. Users with the explorer role cannot change it.
This setting is available on plans that include AI customization. If the section is locked, contact your account manager.
Open Settings and select AI behavior in the left sidebar.
In the Metric definitions card, enter your metrics in the text field — one metric per line.
Click Save. A confirmation ("Context updated") appears once the change is applied.
Format
Each line should define one metric. Include the name, the formula or logic, and the source table or column when relevant.
Examples
ARR (Annual Recurring Revenue) = Sum of all active subscription values, annualized. Table: billing.subscriptions
Churn Rate = Customers lost ÷ Customers at start of period × 100. Table: analytics.customer_events
NPS = % Promoters − % Detractors. Table: surveys.responses, column: scoreThe Improve with AI button generates metric definition suggestions by scanning your connected database schemas and metadata. Click it to open a preview of the suggested metrics. Review them, then click Accept to fill the field, and Save to keep them.
If the suggestion comes back empty, it means the assistant could not derive metrics from the available metadata. Adding table descriptions and column descriptions in the Semantic Layer improves the results.
Character limit: metric definitions are capped at 10,000 characters.
One metric per line: the assistant parses each line as a separate definition. Blank lines are ignored.
Scope: definitions apply organization-wide to every AI interaction.
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Was this helpful?