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.