Turn Your Custom Fields Into Real Metrics in Sub-account dashboards and custom reports

👀 What’s New?

• Numeric and monetary custom fields on Contacts and Opportunities can 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:

1. Open a dashboard widget, custom report, or the Custom Metric module and go to add a metric.
2. In the Field dropdown, select any numeric or monetary custom field (e.g., "Property Value") — it now appears alongside your standard fields.
3. In the Aggregation dropdown, choose Sum, Min, Max, or Average.
4. Your widget or report now reflects that custom field's aggregated value, live.

🌟 Why It Matters:

1. 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.
2. No more manual math — Sum, Min, Max, and Average are calculated for you, live, instead of being tallied by hand.
3. Zero setup — new custom fields are metric-ready the moment you create them.

📝 Note:

• Applies to numeric and monetary custom field types in Contacts and Opportunities.