Numeric and monetary custom fields on Contacts and Opportunities can now be used as metrics β 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 β no setup required.
π· How It Works:
Open a dashboard widget, custom report, or the Custom Metric module and go to add a metric.
In the Field dropdown, select any numeric or monetary custom field (e.g., "Property Value") β it now appears alongside your standard fields.
In the Aggregation dropdown, choose Sum, Min, Max, or Average.
Your widget or report now reflects that custom field's aggregated value, live.
π Why It Matters:
Report on what actually matters to your business β 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 β Sum, Min, Max, and Average are calculated for you, live, instead of being tallied by hand.
Zero setup β new custom fields are metric-ready the moment you create them.
π Note:
Applies to numeric and monetary custom field types in Contacts and Opportunities.