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CRM

Metric fields: what each person did, worked out for you

A new kind of field adds up what each record has done.

A new kind of field adds up what each record has done. Pick what to work out and from which event, and every record shows it: no formulas over exports, no nightly jobs.

  • Count, total, smallest, largest, first, most recent. Orders paid in the last 90 days, the total a customer has paid, their largest order, when they last clicked an email, the plan they started on.
  • From any event. Orders and subscriptions from your Stripe or Shopify, email clicks, meetings, logged activity, stage moves, and the events your own systems send.
  • Only when. Count only orders over $500, or only in Australian dollars.
  • Up to date within a minute of each event, and right for people added after their events arrived.
  • Works with formulas. A formula can read a metric, for a score or a tier.

Add one in Settings ▸ Fields: choose Metric (from events).

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