Where to Find It
Go to Settings > Workflow
Select your workflow
In the grid editor, each stage and action row has a Report Metrics column
Click the dropdown to toggle metrics on or off
The Three Report Metrics
Count
Stages: Adds a column showing how many accounts are currently in that stage
Actions: Adds a column showing how many times that action was performed
Example: If you have a "Pitched" action with Count enabled, you'll see a "Number of Pitched" column on stats
Days Since
Adds a column showing how many days since that stage/action last occurred
Useful for tracking follow-up timing and rep activity recency
Time of Day
Adds two columns: average first time and average last time that stage/action was recorded each day
Only appears on reports when Days Since is also enabled (for actions)
Helpful for seeing when reps are starting and ending their work
How It Affects Stats
Only stages and actions with report metrics enabled will generate columns on the stats dashboard. If nothing is turned on, it won't appear in reporting.
"Days Worked" and "Hours Worked" always appear automatically β those are based on any action activity and don't require configuration.
Common Setups
Pipeline stages (e.g., Lead, Pitched, Closed): Enable Count and Days Since so managers can see how many accounts are in each stage and how long since the last activity.
Key actions (e.g., Knocked, Pitched, Sold): Enable Count to track daily activity numbers. Add Time of Day to see when reps are starting and finishing.
Minor actions (e.g., Left Note, Rescheduled): Leave metrics off to keep your stats dashboard clean.
Tips
Turning on too many metrics makes the stats table wide and hard to read β only enable what you actually track
Changes take effect on the next stats load
The "Prospect" stage is excluded from reporting automatically
