Field Type Requirements
Only the following field types appear as options in the Calculations area of Summary Chart graphs:
Field Type | Description |
Integer | Whole number fields |
Decimal | Number fields with decimal places |
⚠️ Important: Text, picklist, and other non-numeric field types will not appear as options in the Calculations area, regardless of how they are configured.
Common Available Fields
Examples of fields that typically appear in the Calculations area:
Record Count
Probability
Private Pay Amount
Intake PTS
Length of Stay
How to Check a Field's Type
If a field you need (such as Win Rate or a custom field) does not appear in the Calculations area:
Navigate to the field's configuration in your CRM settings
Verify the field type is set to Integer or Decimal
If the field is a text, picklist, or other non-numeric type, it will not be available for calculations.
💡 Tip: If you need a custom field to appear in Summary Chart calculations, ensure it is created as an Integer or Decimal field type from the start — changing field types after creation may affect existing data.
Related Resources
For assistance with custom field configurations or report setup, contact Dazos support through your Help Center.