What's New?
- Numeric and monetary custom fields on ContactsandOpportunitiescan now be used as metrics — not just filters or groupings.
- Aggregate them with Sum, Min, Max, or Average.
- Available everywhere metrics live: Dashboard widgets, Custom Reports, and the Custom Metric module.
- Any new custom field you create shows up in the metric picker automatically — no setup required.
How It Works:
- Open a dashboard widget, custom report, or the Custom Metric module and go to add a metric.
- In the Fielddropdown, select any numeric or monetary custom field (e.g., "Property Value") — it now appears alongside your standard fields.
- In the Aggregationdropdown, choose Sum, Min, Max, or Average.
- Your widget or report now reflects that custom field's aggregated value, live.
Why It Matters:
- Report on what actually matters to your business— if you've been tracking deal size, treatment cost, property value, or any other custom number, you can now build real dashboards around it instead of exporting to a spreadsheet.
- No more manual math— Sum, Min, Max, and Average are calculated for you, live, instead of being tallied by hand.
- Zero setup— new custom fields are metric-ready the moment you create them.
Note:
- Applies to numeric and monetarycustom field types in Contacts and Opportunities.
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