Contents
Before You Start
Open the Summary Calculations Tab
Add a Counter
Calculation Types Explained
The 10-Counter Limit
Edit or Delete a Counter
What End-Users See on the List View
Frequently Asked Questions
Need Help?
1. Before You Start
You will need:
A CRM user account with Administrator or Customer Admin access. Configuration happens inside the Layout Editor, which is admin-only.
A module that has at least one numeric field — Integer, Decimal, Currency, Range, or Percent Slider — if you want anything other than COUNT. (COUNT works on any module without a numeric field.)
Access requirements: No new permission flags are needed. If you can already open Settings → Module Layouts (Layout Editor), you can use the new Summary Calculations tab. End-users do not need any new permission to see the counters — anyone who can view the list view sees the bar automatically.
Tip: Counters are configured per module. Plan them at the module level (Leads, Opportunities, Accounts, etc.) — you cannot configure different
counters for different list-view filters within the same module.
2. Open the Summary Calculations Tab
In the CRM, click Settings (gear icon) in the top header.
Click Module Layouts (also called Layout Editor).
Pick the module you want to configure counters for from the module dropdown at the top of the Layout Editor.
In the tab strip across the top of the layout panel, click the new Summary Calculations tab. It appears after the existing tabs (Detail View, Field Layout, Quick Create, Duplication, Digital Signature, Field Dependencies).
You will see:
A short help box explaining the feature.
A + Add Summary Calculation button.
A counter badge that reads 0 / 10 when you start (or the current count). ● The list of any counters already configured for this module.
3. Add a Counter
1. Click + Add Summary Calculation.
2. A new row appears with three controls:
Control | What to do |
Field to summarize (left dropdown) | Pick the numeric field you want to aggregate. Only fields the calculation can operate on are listed (Integer, Decimal, Currency, Range, Percent Slider). For a COUNT counter, you can leave this empty — COUNT does not need a field. |
Calculation type | Pick one of COUNT, SUM, AVG, MIN, MAX. See Section 4 for what each does. |
Summary Label | Type the short label that will appear above the value in the bar (e.g. |
3. Repeat for as many counters as you want, up to 10 per module.
4. Click Save at the bottom of the tab.
5. A confirmation appears. The counters are now active for everyone who views the module’s list.
Tip: The order in which you add counters is the order they appear in the bar. If you need to reorder, delete and re-add — there is no drag-to-reorder yet.
4. Calculation Types Explained
Type What it returns Requires a field?
Type | What it returns | Requires a field? |
COUNT | The number of records visible in the current list view. | No |
SUM | The sum of the selected numeric field across visible records. | Yes |
AVG | The average (mean) of the selected numeric field across visible records. Empty values are ignored — see FAQ below. | Yes |
MIN | The smallest non-empty value of the selected field across visible records. | Yes |
MAX | The largest non-empty value of the selected field across visible records. | Yes |
Examples of useful counter setups:
Module | Counter | Type | Field | Label |
Opportunities | Total open pipeline | SUM | Amount | Open Pipeline |
Opportunities | Average deal size | AVG | Amount | Avg Deal |
Opportunities | Highest open deal | MAX | Amount | Largest Deal |
Leads | Total leads in view | COUNT | (none) | Lead Count |
Leads | Average lead score | AVG | Lead Score | Avg Score |
Accounts | Active accounts | COUNT | (none) | Active Accounts |
Important: Counter values follow the active list-view filter. If you save a counter as Total Pipeline and the user is looking at the “Closed Won” filter, the counter will show the closed-won total — not the all-time total. The same counter shows different numbers under different filters. This is by design.
5. The 10-Counter Limit
Each module can have up to 10 counters configured. The current count is shown in a badge at the top of the Summary Calculations tab:
Badge state | Meaning |
Grey badge (e.g. | You can still add more. |
Yellow badge (e.g. | You have reached the maximum. The + Add Summary Calculation button is disabled. |
If you try to bypass the limit (e.g. by re-submitting the form), extra counters beyond 10 are silently dropped by the server.
Tip: If you have already used all 10 and need a new counter, delete one you no longer use, then click Save before adding the replacement. The limit is
recalculated after each save.
6. Edit or Delete a Counter
To edit a counter:
Open the Summary Calculations tab for the module.
Change any of the three controls on the row — field, calculation type, or label.
The row is highlighted with a yellow left border indicating an unsaved change.
Click Save.
To delete a counter:
Click the red trash icon on the right end of the row.
The row disappears from the list immediately.
Click Save to persist the deletion.
Important: The trash click only removes the row from the screen — the deletion is not committed to the database until you click Save. If you change your mind, refresh the page before saving and the original row returns.
7. What End-Users See on the List View
When an end-user opens the module’s list view:
The list table renders first, as before.
A short moment later (about a tenth of a second), a horizontal summary bar slides down from above the list. While the values are being calculated, a small spinner appears in the bar with the text “Loading summary calculations…”.
Once the values arrive, each counter renders as a card with:
o The label you configured (uppercase, muted text).
o The computed value (large, bold).
Counter cards sit side-by-side, separated by thin vertical dividers. On narrow screens the cards stack responsively.
The bar updates automatically when the user:
Switches to a different CV (custom view) filter.
Types in the inline search box.
Loads a saved filter from a URL.
If no counters are configured for a module, the bar does not appear at all — there is no empty placeholder taking up space.
Tip: The bar’s appearance does not delay the list table. The table is always visible first; the bar is layered in afterwards.
8. Frequently Asked Questions
Q: Why do my counters disappear when I switch filters? They do not disappear — they recalculate. Each filter change triggers a fresh aggregate call. If you see the spinner briefly, that’s normal. If the values never appear, see Section 9.
Q: A field I expected is missing from the “Field to summarize” dropdown. Why? Only fields with numeric data types appear. Specifically: Integer, Decimal, Currency, Range (uitype 911), and Percent Slider (uitype 912). Text fields, picklists, dates, and references do not show. If your numeric field is a custom field, confirm it is set to one of those data types in the Field Editor.
Q: What happens if the field I used in a counter is later deleted from the module? The counter is silently dropped from the bar on the next list-view load. Your Layout Editor row is also hidden from the configuration UI. If the field is re-added later, the counter automatically reappears — no manual reconfiguration is needed.
Q: My AVG counter shows “—” (an em-dash). What does that mean? The average could not be calculated because every visible row has an empty value in that field. Apply a different filter or check the data.
Q: Does the counter show the result for ALL records in the module, or just the filtered list? Just the filtered list. The counter is recomputed against the same records you see in the table. This is the most useful default — for example, an “Open Pipeline” SUM under the “Closed” filter shows the closed total, not the all-time total.
Q: Does this work with the inline search box at the top of the list? Yes. Typing in the inline search recomputes the counters after a short debounce (about a third of a second of typing pause).
Q: Can I use the same counter on multiple modules? No — counters are configured per module. You will need to configure equivalents on each module separately.
Q: Does the bar respect dark mode? Yes. The cards switch to a dark background with light text when the CRM is in dark mode.
Q: Can end-users hide or customise the bar? Not in this release. The bar is shown to everyone who can view the module’s list. Admin configuration determines what appears.
Q: Does saving a counter trigger a workflow on records in the module? No. The configuration touches only the counter configuration table — no module records are read or written during a save.
Q: Is there an export of counter values? Not directly. The values are derived from the records you can already export from the list view. If you need the counter values in a report, build an equivalent Report with the same aggregate calculation.
9. Need Help?
If something does not look right:
Summary Calculations tab is missing from the Layout Editor — refresh the page once. If still missing, your instance may not be on the latest release; contact Dazos support.
No fields appear in the “Field to summarize” dropdown — the module has no numeric fields visible to the current role. Add a numeric field via the Layout Editor’s Field Layout tab, then return to Summary Calculations.
The bar appears on the list view but the spinner never resolves — check the browser developer console for a network error on the ListCounters AJAX call. Refresh once; if the issue persists, contact Dazos support with the module name and the active filter.
A counter shows a much smaller number than you expected — confirm the list view filter. Counters always honour the active CV filter and inline search.
Saving in the Layout Editor returns an error — confirm every row has all three values (field for non-COUNT, calculation type, label). Empty required fields are highlighted in red.
Contact Dazos support with: the module name, the configured counters (a screenshot of the Summary Calculations tab), the filter in use when the issue occurred, and your browser. Reference ticket CRM-2282.