Reusable Metrics on Dashboards
Tuesday, August 4, 2026
What it is
Adds a row of up to six metrics to the top of any dashboard, chosen from a default library or built with your own aggregations and custom formulas. Metrics support all object types including custom objects, and inherit filters applied at the dashboard level.
Why it matters
Key numbers like closed-won revenue, stalled deals, or average days to close are usually spread across multiple reports, which makes the big picture slow to read. A metric row puts them above the fold.
The Take
Ryan Ginsberg
The point here is not that you could not get these numbers before. You could, with a KPI report. The point is skipping the report-building step entirely: pick your object, pick your aggregation, done, no report to create and manage first.
The filter behavior is the quietly valuable part. Filters between reports and the dashboard itself are one of the most confusing things about dashboards, and metrics inherit the dashboard-level filters cleanly. Being able to click into a metric for over-time, by-owner, and by-team breakdowns is a genuinely nice touch. Note that only super admins and dashboard owners can add or modify metrics.
Now the part that matters more than the feature. Everyone wants the dashboard. Far fewer people can tell you what the number on it means. Before you go add six metrics to the top of every dashboard in your portal, go ask five people in your company what one of those metrics means and see whether their answers match. If they do not, it does not matter how many metrics you clone.
The same holds one layer down. A deal has been in a stage for forty-five days. Fine. Is that good? What is the target, what is the average, what changes tomorrow because you now know? Getting the metric on screen is step one, not the answer. The trust in the number has to come before the number is worth surfacing.
Watch Us Discuss This
The full segment from the show, us working through this update start to finish.
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