Custom Fields as KPI Metrics in HighLevel Dashboards

TL;DR

Numeric and monetary custom fields can now be used as reportable KPI metrics in dashboards. Agency owners should be aware of this new capability for client reporting.

Who this affects

HighLevel has not confirmed who is affected by this update. Agencies relying on dashboards for reporting, especially those needing to track custom numeric or monetary data, will find this relevant.

What changed

HighLevel has introduced the ability to convert numeric and monetary custom fields into reportable KPI metrics within dashboards.

Users can now create monetary custom fields. These, along with existing numeric custom fields, can be incorporated into reporting.

Users can add custom metric widgets to their dashboards. This allows for displaying specific KPIs derived from custom fields.

The system supports building multi-variable formulas. For example, agencies can now calculate average commission from property values using these formulas.

Real-time reporting widgets can be positioned on dashboards, offering immediate insights based on the custom field data.

HighLevel has not confirmed any limits or plan gating for this feature.

HighLevel has not confirmed the rollout status of this feature.

Where to find it

This new functionality is located within HighLevel's Dashboards section. While the exact navigation path has not been published, users should look for options to add new widgets or configure metrics when editing a dashboard, specifically related to custom fields.

How agencies will use this

An agency can use this to track specific client data not covered by standard HighLevel metrics. For example, a real estate agency client might want to track the 'Average Deal Commission' from their sales pipeline. The agency can create a monetary custom field named 'Commission Amount' on the Opportunity object. Then, within a dashboard, they can add a custom metric widget. Using a multi-variable formula, they can calculate the average of all 'Commission Amount' fields for closed opportunities over a period. This custom KPI provides the client with real-time reporting on their average commission, displayed directly on their dashboard alongside other standard metrics, without needing external spreadsheets.

Our take

This is a standard update. It provides enhanced flexibility for agencies needing to report on specific, custom data points within HighLevel dashboards. It's a useful addition for tailored client reporting, but it is a focused enhancement rather than a broad, foundational change that demands immediate attention from all agency owners.