August 24th, 2026

New

Dashboards and Reporting

Turn your custom fields into real metrics in dashboards and custom reports

πŸ‘€ What's New?

  • Numeric and monetary custom fields on Contacts and Opportunities can now be used as metrics β€” not just filters or groupings.

  • Aggregate them with Sum, Min, Max, or Average.

  • Available everywhere metrics live: Dashboard widgets, Custom Reports, and the Custom Metric module.

  • Any new custom field you create shows up in the metric picker automatically β€” no setup required.

πŸ‘· How It Works:

  1. Open a dashboard widget, custom report, or the Custom Metric module and go to add a metric.

  2. In the Field dropdown, select any numeric or monetary custom field (e.g., "Property Value") β€” it now appears alongside your standard fields.

  3. In the Aggregation dropdown, choose Sum, Min, Max, or Average.

  4. Your widget or report now reflects that custom field's aggregated value, live.

🌟Why It Matters:

  1. Report on what actually matters to your business β€” if you've been tracking deal size, treatment cost, property value, or any other custom number, you can now build real dashboards around it instead of exporting to a spreadsheet.

  2. No more manual math β€” Sum, Min, Max, and Average are calculated for you, live, instead of being tallied by hand.

  3. Zero setup β€” new custom fields are metric-ready the moment you create them.

πŸ“ Note:

  • Applies to numeric and monetary custom field types in Contacts and Opportunities.

Screenshot 2026-08-23 at 10