CRM Index Page Metrics

Thursday, May 28, 2026

Private beta

What it is

You can now configure, analyze, and reuse metrics directly from CRM index views, including time series charts, owner and team breakdowns, and the ability to save a metric as a report. This is in private beta across all hubs and tiers.

Why it matters

Defining the same metric in three places is how teams end up reconciling numbers in meetings instead of acting on them. Define once, reuse across views, save to a dashboard: that is the metric hygiene most portals are missing. Paired with real-time index updates, the index page is becoming a live operating view instead of a list.

Produced by Value-First Media