Enable Custom Fields in Dashboards & Metrics
in progress
M
Michael Laskowski
Currently, custom fields created within Contacts (or Additional Info) are not available for use in dashboards or reporting metrics. This limits the ability to track and visualize key business-specific data points.
I would like the ability to:
Pull data from custom fields directly into dashboards.
Use custom field values for reporting, filtering, and aggregating metrics.
Apply formulas or calculations to custom field data for deeper insights.
Example Use Case:
A common metric agencies want to track is “time to first lead contact” — the number of hours from when a new lead is created to when they are first reached. This requires calculating between a system timestamp and a custom field, but since custom fields cannot be used in dashboards today, this KPI can’t be displayed or averaged across leads.
Enabling custom fields in dashboards would allow agencies to build and monitor these types of critical performance metrics, ensuring accountability and better decision-making.
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S
Sales & Marketing
updated the status to
in progress
S
Sales & Marketing
Update: numeric and monetary custom fields on Contacts and Opportunities can now be aggregated as metrics in dashboards, custom reports, and the Custom Metric module — Sum, Min, Max, and Average, same as standard fields. No setup needed.
This covers tracking things like call counts, premium totals, or any numeric value you've been storing in a custom field — the specific case Luis and Janet raised above.
Dropdown and radio field visualization (Jeff's ask) is already supported today as well.
One thing this doesn't cover: calculated durations between two fields, like "time to first lead contact" from the original post — that needs date/time-based calculation support, which is a separate ask from field aggregation and isn't part of this release.
Details:
A
Ali Hadeed
This is a much needed feature!!!! Right now custom dashboards are useless for us
S
Sales & Marketing
Merged in a post:
Ability to use custom fields in the Contact widgets in the dashboard
J
Jeff Henry
would like to see bar graphs and pie charts of dropdown lists and radio fields etc.
J
Janet Hurn
I want to be able to track a field I created for an opportunity.
L
Luis Lares
This is so needed and not sure why it isn't a thing yet. I like to track annualized premiums. Me and my clients enter the total a policy is sold for, the coverage amount etc. I use a different dialer so my call numbers aren't tracked. I made some custom fields that adds a +1 after every call but you can only count by "count of contacts" across all fields.
Adding this to the dashboard would really take the dashboard to a new level.
Autopilot
Merged in a post:
More Task widget options
W
Will Castillo
Allow for more ways to manipulate the tasks data in dashboard widgets.
For Example: Being able to see a pie chart of each team member's total completed tasks.