Dashboard Widgets: Support Aggregated Metrics (Sum/Avg) for Custom Numeric Fields
T
Tanmayi Srinivas
Add aggregate functions like sum for custom fields into dashboard.
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Eg- We are a property Management Firm and each opportunity has a custom field of how many units they have. I want to see the sum of these units on my dashboard so i know how many units did i gain or lose.
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It is hard to justify GoHighLevel as a 'complete' reporting solution when we cannot perform basic summation on custom numeric fields on dashboard. For industries that track volume-like Units, or Inventory, being forced to manually calculate these totals outside of the platform creates massive operational friction.This isn't a 'feature request' it's a core reporting requirement.
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Chase Buckner
Merged in a post:
Dashboard metrics that aren't only counted by "Count of Contacts"
L
Luis Lares
We use a different dialer that is integrated with GHL. I have a custom field that adds +1 when calls are made. The dashboards only allow you to have the sum of contacts with those custom fields but no way of actually tracking the number of calls. I also am adding a field for the sale total. Would be so neat to have a dashboard that adds up the total of sales x week x month etc.