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Ability to Calculate and Display Totals from Custom Fields

Users who use Dex for relationship and fundraising management often track numeric values in custom fields, such as confirmed monthly sum, donation amount, or commitment value. Currently, there’s no way to automatically total these values within Dex.

Request to add functionality that allows users to:

Perform simple calculations (e.g., SUM) on selected numeric custom fields

View totals in a dedicated summary tab or dashboard widget

Filter which contacts or groups are included in the calculation

This would allow users to manage financial or quantified relationship data directly in Dex without needing external spreadsheets or tools, making Dex more versatile for fundraising, partnerships, and other relationship-based workflows.

Status: Open

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