WhatConverts - Pull Custom Fields
launched
C
Collective Kingfisher
Client requested automated reports that include phone title for their leads and then custom fields, where they could fill "scored good lead", "bad lead", "missed lead" or "lost lead".
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F
Familiar Fish
We can pull the WhatConverts custom field into a table, but we cannot filter by specific values within that field, use it in other widget types (stats, charts, etc.), or incorporate it into custom metric formulas.
Our custom field (e.g., “Marketing Campaign”) contains our core reporting logic. We need to filter by specific values (e.g., Marketing Campaign = Google HVAC PPC), pair that with value metrics (Quote Value, Sales Value, Total Leads), and use it across all widgets — not just tables.
Without this, we cannot build accurate campaign-level ROI dashboards.
Can you confirm:
Whether filtering by custom field values will be supported
Whether custom fields can be enabled across all widget types
If this is on your roadmap
This capability is essential for proper attribution reporting.
D
Daniella - AgencyAnalytics Team
marked this post as
launched
We enhanced our WhatConverts integration to give you more visibility into lead details and more flexibility when working with custom fields.
Click here to read the full Changelog.
David - AgencyAnalytics Team
marked this post as
open