You can now use numeric and monetary custom fields on Contacts and Opportunities as report metrics in Leadli. This works in sub-account dashboards, custom reports, and the custom metrics area.

What changed

• Numeric and monetary custom fields can be used as metrics (not only filters or groupings).
• You can aggregate those fields using Sum, Min, Max, or Average.
• New numeric or monetary custom fields show up in the metric picker automatically.

How to use it

1. Open a dashboard widget, a custom report, or the custom metrics area and choose to add a metric.
2. In the Field dropdown, select the numeric or monetary custom field you want to report on.
3. In the Aggregation dropdown, choose Sum, Min, Max, or Average.
4. Save the widget or report to see the live aggregated value.

Notes

• This applies to numeric and monetary custom field types on Contacts and Opportunities.