Basic Math Operation
in progress
I
Ihsan Khan
Add a basic math operation widget where we can perform calculations to get conversion rate.
It would be giving each count widget an id OR setting them as variable to perform the calculation.
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S
Sales & Marketing
Merged in a post:
Custom Math Calculations in Dashboard
A
Arnaud Utille
Add a feature allowing users to apply mathematical calculations directly in the dashboard.
Example Use Case:
Ad Spend: €500
Appointments: 5
Cost per Appointment: €500 ÷ 5 = €100
If I charge clients €100 per appointment, I can instantly see their total cost (€500) and profitability.
This would help agencies track ROI and make data-driven decisions without manual calculations.
S
Sales & Marketing
Merged in a post:
Custom metric/basic math operation
J
James Calderbank
being able to calculate percentages on close rates, Appt show rates, appt no show, appt won rates, churn rates, ad spend VS sales = aquisition costs etc
D
Dejan Admin
Please add filters. All we have now is "Number of opportunities" - without filter, this is useless for me.
Please also add SUM for custom fields, not only for original revenue.
c
charlie goransson
is there any way anyone would help or recommend best options to get this incentivized tutoring service up and running? Even if it's completely free or covers costs of prizes and tutor support I would be happy. Thanks in advance. Basic draft website and attachment is content completed by an astute, qualified teacher. It meets the national curriculum for numeracy and literacy for all primary school year (prep to year 7). There's a fair bit and could be helping others. Let me know any thoughts. Thanks, Charlie - rewardlearn.online
C
Chase Crawford
Please add custom filters to the custom metrics, similar to normal custom widgets.
M
Michael Taylor
This feature is amazing! Thank you so much. Added note after using it, the ability to add conditional logic to the metrics would be ideal. So instead of all Opportunities, being able to have as a metric only Won Opportunities.
J
John Flaniken
Just noticed the custom dashboard metrics are live! Love the potential.
Probably already in the works, but the conditional logic for specifying metric-types within the builder need to contain the full range we are used to (ie. Opportunities: value, custom fields, pipeline, stage, etc.)
Currently the only customizability we have is the date field to go off of for the date range picker within the dashboard view.
Something that may not be in the works that we need:
- a toggle to choose whether or not the opportunities within the calculation abide by the dashboards filters (ie user-assigned) INDEPENDENTLY of one another.
T
Tanner Blais
Yes, being able to use reference custom fields to calculate dashboard metrics would be a monumental. Currently have to export to sheets however the data and formuals are already being done in automations - just need to be able to pull the outcomes into the Dashboard!
N
Nikita Kovbasa
The absence of this feature just shows how many people don't care about their numbers or just love to spend time manually filling everything in an Excel sheet
R
Richard Quinn
yesn please!
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