Ability to use custom fields in the opportunity widgets in the dashboard
in progress
S
Sheryll Chua
Within the opportunity widget, filter options are limited to:
Date Created
Date Last Updated
Date of Status Change
These selections are available in the "View by," "Date Property," and "Conditions" dropdown fields.
However, we have customers who need to filter opportunities based on their own unique criteria, represented by custom fields in the opportunity.
Allowing to filter opportunities using custom fields will significantly enhance the flexbility of the opportunity widget and the reports that can be generated.
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T
Tushar Datt Upadhyay
Merged in a post:
Customizable columns and/or filters on reports based on custom fields
J
Juan Mayorga
Reporting as it is right now is very limited to the preset filter options which most of the time doesn't reflect what we really need to track. For example the channel source of the lead (other than fb and google), tags, the type of product or system he choose, etc.
HIGHLVL-I-6531
P
Philip Fairley
This is the only thing holding us back to moving our 3,000 clients onto GHL. We have to have reporting on custom fields. Is this in the planning phase? Will this be possible?
B
Brooke Haynes
Yes! We need reports that seperate product sales per products, per day, and tax reports.
A
Alex Hisen
Contact/Opportunity Source needs to be one of the View By options, not just the Session Source from Attribution
A
Alex Hisen
Source, Attribution and custom fields all really need the ability to filter for contains / doesn't contain conditions, not just is/is not on both Contacts and Opportunities.
q
quickbooks
R
Ralp Dexter Bongato
We also need it as a filter for appointment widgets, thanks
D
Dan Court
We have customers using GHL Opportunities to track SaaS subscription sales to Sports Clubs. It would be great to have the ability to show custom field of 'Subscriptions' as a customized 'Widget' on the Dashboard and have it total the number entered into the 'Subscriptions' field to be displayed on the Dashboard next to 'Opportunity Value.' Thank you.
P
PDEA GHL User
Please also add in the ability to use contact custom fields, not just opportunity custom fields.
Tolulope Wrld
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