Custom Fields as Metrics on HighLevel Dashboards and Reports

TL;DR

Custom fields are now usable as aggregatable metrics in HighLevel dashboards, custom reports, and the custom metric module. No immediate action is required, but agencies can now build more precise reports.

Who this affects

This update affects agency owners and SaaS entrepreneurs who use custom fields to track specific data points within HighLevel. It impacts anyone who builds or relies on dashboards and custom reports for performance tracking. If you do not use custom fields or do not create custom reports, this update may not be relevant to you. HighLevel has not confirmed who is affected by specific plan levels or sub-account configurations.

What changed

HighLevel has introduced the capability to use custom fields as metrics. This means custom fields can now be aggregated. Previously, custom fields were primarily data storage. Now, they can be summed, averaged, or otherwise calculated. This functionality extends across multiple areas of the HighLevel platform. Custom fields can be aggregated on dashboard widgets. They can also be aggregated in custom reports. Finally, custom fields are now aggregatable within the custom metric module. HighLevel has not confirmed any specific limits or plan gating for this feature. HighLevel has not confirmed the rollout status for this feature.

Where to find it

This new functionality will appear within existing sections of the HighLevel platform. When creating or editing a dashboard widget, custom fields should now be available as a metric option. Similarly, when building or modifying custom reports, custom fields will be selectable for aggregation. Within the custom metric module, custom fields will be an option for defining new metrics. HighLevel has not published the exact navigation path, but it will be integrated into the dashboard, custom report builder, and custom metric module interfaces.

How agencies will use this

Agencies can now track specific, custom data points directly on dashboards. For example, an agency managing clients that sell specific product types might have a custom field on opportunities or contacts called 'Product Type Sold'. They can now create a dashboard widget to count how many 'Product Type A' sales occurred in a given period. Another scenario involves tracking custom service delivery metrics. An agency might have a custom field 'Service Hours Delivered' on an opportunity or a custom object. They can now sum 'Service Hours Delivered' across all client opportunities for a custom report, providing a clearer view of service consumption. This eliminates the need for manual data export and external calculation for custom data points. It allows for more granular and tailored reporting that was not possible directly within HighLevel before.

Our take

This is a major update for agencies and SaaS companies that rely on custom data tracking. It significantly improves reporting capabilities within HighLevel. Being able to aggregate custom fields natively means less manual work and more accurate, real-time insights. It addresses a long-standing need for more flexible reporting beyond standard HighLevel metrics. HighLevel has not confirmed the specific reason for this update's significance, but its impact on data visibility is clear. This update means you can build more sophisticated, client-specific dashboards without external tools.