Custom Formula Widget to track custom KPI
complete
J
Jr Antonio Esposito
With the new dashboard we can add new widgets inside the Dashboard. What I see is that I cannot create a Custom Formula widget.
It would be nice if we could create formula to track different things.
For example:
Formula: (contacts with tag "optin" - contacts with tag "apply") / 100
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D
Dinesh Kumar
updated the status to
complete
S
Sales & Marketing
This is completely supported today via Custom Metrics. You can build a formula combining multiple metrics (e.g., Count of Contacts with Tag A − Count of Contacts with Tag B) and apply independent filters to each metric in the formula — including by tag, pipeline, owner, or agent. You can also pull in Meta Ads and Google Analytics data alongside CRM metrics for cross-channel KPIs.
G
Galib Rayani
It would great to be able to filter the formula values by conditions (e.g. pipeline, tags etc)