GHL Dashboards currently lack the ability to create custom KPIs based on specific contact segment logic. We need a "Custom Metric" builder to stop relying on manual spreadsheet exports for simple reporting.
The Solution: Add a formula builder in the Reporting module that allows us to calculate percentages based on contact counts using Tags, Smart Lists, or AND/OR logic.
Example Use Case: I need to track engagement ratios directly on the dashboard using a formula like this:
(Count of Contacts with Tag: 'active-contacts' * 100) / (Count of Contacts with Tags: 'Tag A' OR 'Tag B' AND 'Tag C')
Why this is needed: Save Time: Stop exporting data to Excel just to run basic calculations.
Real-Time Insights: See actual conversion and engagement rates live on the dashboard.
Better Agency Reporting: Provide clients with sophisticated, customized performance metrics without third-party BI tools.
Please upvote if you want to stop doing manual reporting and keep your data inside HighLevel!