Data Fields

Data fields are the configurable metrics your team tracks. They're the building blocks for report forms, dashboards, and analytics -- things like "calls made", "emails sent", "appointments booked", or any custom metric that matters to your business.

What is a data field?

A data field represents a single metric. For example:

"Outbound calls"
"Proposals sent"
"Content pieces published"
"Ad spend"

Data fields belong to one workspace and can be assigned to individual users through Report Forms.

There are two kinds of data fields:

Type	Purpose
Core	Standard Limitlytics metrics used by built-in workflows and dashboards.
Custom	Workspace-specific numeric metrics used in report forms, targets, and custom dashboards.

Custom metrics supplement the built-in tracking. They do not change calculations on the fixed Sales, Financial, or Sources dashboards.

Viewing data fields

Navigate to Settings > Data Fields to see all data fields for your team.

Each field shows:

The field name
How many users it's assigned to
Whether it's a regular field or a system-generated field

Note: Data fields are an admin-only feature.

Creating a custom metric

Navigate to Settings > Data Fields.
Click Create custom metric.
Enter a concise Metric name.
Enter the default Reporting question shown when the metric is assigned to a form.
Click Create.

Custom metrics accept whole numbers, including negative numbers. Include the unit in the metric name when needed. Rates can be calculated from their underlying counts on a custom dashboard.

After creating the metric, assign it to the appropriate members under Data > Forms. It then becomes available in the custom dashboard builder.

Editing and archiving custom metrics

Custom metrics can be renamed without losing their submitted values. Their internal key remains stable.

Archiving a custom metric:

Removes it from assigned report forms
Removes it from new dashboard metric selections
Preserves historical submissions and existing dashboard history

Restore an archived metric from Settings > Data Fields, then assign it to members again if they should resume reporting it.

Core metrics cannot be edited or archived.

System-generated fields

Some data fields are created and maintained automatically by Limitlytics. These are computed from your contact and deal data:

System Field	What it tracks
Cash Collected	Total payments received (auto-updated when payments are recorded)
Total Revenue	Total committed deal value
Paid in Full	Count of deals paid in full
Payment Plan	Count of deals on payment plans

System-generated fields:

Are available for use in dashboards
Are not included in user report forms (since they're computed automatically)
Update in real time as you record deals and payments

How data fields connect to other features

Data fields are used throughout Limitlytics:

Feature	How fields are used
Report Forms	Users submit daily values for their assigned fields
Dashboards	Fields power dashboard widgets and custom dashboard stats
Targets	Each user can have weekly targets per field, converted into workday targets
Tax Expenses	Tax expenses can be linked to a field (e.g., tax on revenue)
Commission Expenses	Commissions can be tied to specific field performance

Assigning fields to users

Data fields are assigned to users through the Report Forms configuration, not from the Data Fields page directly. Each assignment includes:

Which data field the user reports on
A custom question (the prompt the user sees when filling in their form)
Selected report days for that user's schedule
A weekly target (optional), converted into a workday target
Field order (the sequence fields appear in the form)

See Report Forms for the full guide on configuring user assignments.

Data fields and status mappings

Some data fields can be mapped to contact statuses. This means when a contact reaches a certain funnel stage, the corresponding data field is automatically updated. This bridges your CRM activity with your reporting metrics.

Report Forms -- assign fields to users and set targets
Report Submissions -- how users submit field values daily
Custom Dashboards -- use fields as dashboard widgets
Tax Expenses -- link tax expenses to data fields

Limitlytics documentation.