When This Limitation Applies
This limitation affects you when trying to:
Group opportunities by rep and show closing probability percentages in charts
Use Percent fields in chart calculations (Average, Sum, etc.)
Include Percent fields in GroupBy dropdowns for chart configuration
Create summary charts that analyze percentage-based metrics
Field Types Supported in Chart Calculations
Field Type | Supported in Calculations | Supported in GroupBy |
Integer | ✅ Yes | ❌ No |
Decimal | ✅ Yes | ❌ No |
Percent | ❌ No | ❌ No |
Text | ❌ No | ✅ Yes |
Picklist | ❌ No | ✅ Yes |
GroupBy Dropdown Limitations
Numeric fields, including both Integer and Percent types, do not appear in GroupBy dropdowns because:
GroupBy is designed for categorical or date-based fields
Numeric fields are intended for mathematical calculations, not grouping
The system expects GroupBy fields to create distinct categories for data organization
Alternative Approaches
Option 1 — Convert Percent to Integer Field
If the percentage field is not integrated with external systems:
Change the field type from Percent to Integer
Store percentage values as whole numbers (e.g., 75 instead of 0.75)
Use this field in chart calculations
Option 2 — Use Categorical Grouping
Structure your chart with:
GroupBy: Assign to Rep or another categorical field
Calculations: Use Integer fields related to probabilities
Filter: Apply date ranges or other criteria to focus the data
Tips & Notes
⚠️ Warning: Changing field types after creation may affect existing data and integrations.
💡 Tip: Before modifying field types, verify the field is not connected to EMR systems or other integrations that expect specific data formats.
✅ Best Practice: When planning chart reports, identify your calculation needs early and choose Integer or Decimal field types for any numeric data you'll want to analyze mathematically.