How to Use Custom Field Metrics in GHL

Custom field metrics let you use your own numbers in GHL reports. The update supports Number and Monetary fields on Contacts and Opportunities. You can now use their values to show totals and averages, not just to filter or group records.

You have four options: Sum, Min, Max, and Average. Sum adds the values together, while Min and Max show the lowest and highest amounts. Average gives you the mean value. For example, choose Sum for your “Project Estimate” field to see the total value of the quotes in your report.

Custom field metrics work in dashboard widgets, Custom Reports, and the Custom Metric module. New Number and Monetary fields appear in the metric picker as soon as you create them. There’s no extra switch to turn on. You still need to choose the field and how to calculate its values when you build your widget or report.

Custom field metrics help turn the numbers you already collect in GHL into something you can actually use. Instead of exporting data to a spreadsheet just to total a field, you can see that number inside your dashboard or report.

That matters when you track things like project estimates, property values, treatment costs, or deal amounts that do not fit the standard fields. You can now report on those values in a way that matches how your business works. For agencies, that also means you can build reports around the numbers your clients care about most.

The main benefit is simple. You spend less time doing manual math and more time checking what the numbers mean. Just make sure the field values and filters are correct, because custom field metrics are only as useful as the data behind them.

Custom field metrics are easy to set up once you know where to find them. You can take a Number or Monetary custom field and use it as a live metric inside a GoHighLevel dashboard widget.

In this walkthrough, we’ll show you how to open a dashboard widget, choose a custom field metric, select the calculation you want, and save the updated widget.

Here are the steps we will follow:

• Open your dashboard in edit mode.
• Open the widget you want to edit.
• Configure your custom field metric.

To start, make sure you are logged in to the correct GoHighLevel sub-account.

• Start from the main dashboard inside your GoHighLevel sub-account.

1.1 Click Dashboard in the main left-hand menu.

• This opens the dashboard area where you can view your existing reporting widgets.

1.2 Click Edit dashboard in the top-right corner.

• This puts the dashboard into edit mode.
• You can now update existing widgets or add new ones.

• Once the dashboard is in edit mode, find the widget you want to update.

2.1 Click the three-dot menu in the top-right corner of the widget.

• This opens the available options for that widget.

2.2 Click Edit.

• The Edit widget panel will open on the right side of the screen.
• This is where you can change the metric, calculation, date settings, and other widget options.

• The next settings are all found inside the Edit widget panel.

3.1 Open the Configure tab.

• This is where you control the main settings for the widget.

3.2 Select the Numeric chart type.

• Choose the number icon if you want to show one clear metric in the widget.
• This works well for totals, averages, minimum values, and maximum values.

3.3 Open the Metric dropdown and choose your custom field.

• Numeric and Monetary custom fields can now appear as metric options.
• Select the field you want to report on, such as Project Estimate, Property Value, or Treatment Cost.

3.4 Choose how GHL should calculate the metric.

• Open the calculation dropdown beside the Metric field.
• Select one of the available options:
  • Sum adds all matching values together.
  • Min shows the lowest value.
  • Max shows the highest value.
  • Average shows the average of the matching values.

For example, if you want to see the total value stored in your Project Estimate field, choose Sum.

3.5 Review the date settings for the widget.

• Check the Date property and Date range override if you want the metric to use a specific reporting period.
• These settings control which records are included based on the selected dates.

3.6 Choose a Comparison date range if needed.

• You can compare the current result with another time period, such as last month.

3.7 Choose whether an increase or decrease is positive.

• Select Increase is positive when a higher number is a good result.
• Select Decrease is positive when a lower number is the better result.

3.8 Click Save.

• This saves the changes to the widget.

Once the widget is saved, GHL will calculate the custom field metric using the option you selected. You can use the same process with other Number or Monetary custom fields to build reports around the values that matter to your business.

Before adding the metric to a client report, check the result against a few known records. This is a simple way to confirm that the correct field, calculation, and date range are being used.

Custom field metrics work best when each widget answers one clear question. Before you build one, decide what you need to see. Use Sum for a total, Average for a typical value, and Min or Max when you want to find the lowest or highest number.

Keep the widget name clear so your team knows what the number means. A name like “Total Open Project Estimates” is much easier to understand than “Project Value.” Also check the date range and comparison settings, because the right metric can still look wrong if the wrong records are included.

Before you use the result in a client report, compare it with a few records you already know. If the number looks off, check the field values, date range, and calculation first. Start with one useful custom field metric, confirm it works, then add more as needed.

Custom field metrics give you a better way to report on the numbers that matter to your business. Instead of working around standard fields, you can use the values you already track in GHL and turn them into clear totals, averages, and other useful figures.

For an agency, that could mean tracking the total value of open project estimates, the average treatment cost for a client, or the highest property value in a pipeline. The main benefit is that the report can match the way your client actually works, not just the default numbers inside GoHighLevel.

This also makes client reporting easier to explain. When each metric has a clear name, the right date range, and the right calculation, your dashboard becomes more useful for real decisions instead of just showing more data.

Custom field metrics give you a simple way to turn the numbers you already track in GHL into useful reports. You can use Number and Monetary fields from Contacts and Opportunities, then calculate the Sum, Min, Max, or Average without moving the data into a spreadsheet.

Start with one metric that answers a clear business question. Build the widget, check the field and date settings, then compare the result with a few known records. Once you know it is accurate, you can use the same process to add more custom field metrics to your dashboards and reports.

The best part is that you can shape your reporting around the numbers that matter to your business or your clients. If you already track those values in GoHighLevel, this update makes them much easier to use.