Formulas

Your spreadsheets, just a bit smarter. Calculate values based on other fields using simple functions or advanced logic.

Formulas

Formula Field Makes It Easy to Calculate Metrics

Feature Overview Video
Calculate dates, number values and more
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Calculate Values & Metrics
For Any Business Need

Get all the formula and calculation features you'll find in a spreadsheet (more, actually😉) with the added benefit of being even easier to use. We’ll pull in the values from your data, so you just have to focus on the calculations.

Keep it simple for everyday calculations, or enter advanced mode to go deeper into our library of operators and functions. Rejoice, Excel nerds. 

Simple formulas are easy to configure
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Simple Formula Builder
For Everyday Calcs

It’s no sweat to perform commonly used calculations with our intuitive formula builder. Select your two eligible numeric fields to add, subtract, multiply or divide, and BAM, you got exactly what you’re looking for!  

Advanced formula builder gives you control and flexibility
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Advanced Formula Builder
For When You Need It

Are you an Excel Ninja? We have you covered with our advanced formula builder. It's intuitive to use and takes just a moment to get used to so you don't have to be a spreadsheet guru to build more complex calculations.

Calculate values using data from linked applications
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Calculate Values
Between Linked Work

Is your data spread out in SmartSuite? We make it easy to pull info from different records into your calculations. For example, see how many trouble tickets are open, which projects are delayed, how much more of a project total you need to invoice, or the number of tasks in a queue at a glance. Best of all, these are automatic calculations - we are just saving you loads of time. 

Use formula operators to evaluate and compare values
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All the Operators 
You Need

Choose operators and fields to evaluate, outputting a numeric, date or text result that can be used in reports, charts and other formulas.

Numerous functions are available in Formulas
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A Complete
Library of Functions

SmartSuite offers a comprehensive suite of functions that can be selected in an easy, clickable interface. Use simple functions such as Average or Sum, to more advanced If-Then logical functions.

We just calculated you have no time to waste.

Take a look at how customers use Formulas to see how you can use them in your work.

Sales Operations

Use SmartSuite to maintain real-time view of sales KPIs. Use formula fields to calculate sales cycle times, total revenue, recurring revenue, or roll up lifetime value and win rates. Track any important metric.

Calculate sales totals with a Formula

Financial Budgeting

Collaborate with department leads to create and manage rolling budgets and forecasts. Track periodic inputs and automatically calculate budget vs. actual in real-time.

Use custom formulas to develop budgets and goals

Risk Scoring

Calculate simple or complex risk scoring models with formula fields, and craft qualitative risk reports in the context of holistic governance, risk and compliance programs.

Create risk calculations and scoring with Formulas

Feature Priority Scoring

Product Managers use scoring rubrics such as RICE to prioritize features based on reach, impact, confidence and effort levels.

Create a prioritization score with a Formula

Net Promoter Score

Maintain a real-time view of your Net Promoter Score (NPS) as customer survey data comes in with negative or positive sentiment.

Create a net promoter score calculation

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Frequently Asked Questions

What can I do with SmartSuite's Formulas feature?

SmartSuite's Formulas feature enables you to perform a wide range of calculations and metrics tailored to any business requirement. From simple everyday calculations to complex data analysis, you have access to an extensive library of operators and functions that go beyond traditional spreadsheet capabilities, making it easier and more intuitive to use.

How does the Simple Formula Builder work?

The Simple Formula Builder is designed for quick and easy calculations. You can effortlessly perform basic operations like addition, subtraction, multiplication, and division by selecting two numeric fields. This tool is perfect for those everyday calculations that keep your business running smoothly.

What is the Advanced Formula Builder and who is it for?

The Advanced Formula Builder caters to users who require more complex calculations, often referred to as "Excel Ninjas." Despite its sophistication, the builder is intuitive, allowing you to craft detailed calculations without needing to be a spreadsheet expert. It's ideal for users who need to delve deeper into data analysis and metrics.

Can I calculate values from linked records within SmartSuite?

Yes, SmartSuite makes it easy to aggregate and calculate data across linked records within your workspace. This capability allows you to gain insights into various metrics, such as open trouble tickets, project delays, invoicing totals, or task queues, with automatic calculations that save you time.

What types of results can I get from using Formulas in SmartSuite?

With SmartSuite Formulas, you can output results in numeric, date, or text formats. This flexibility ensures that you can use these results in reports, charts, and further calculations to drive insights and decision-making in your organization.

Does SmartSuite offer a comprehensive set of functions for calculations?

Absolutely, SmartSuite offers a complete library of functions accessible through an easy, clickable interface. This range includes basic functions like Average or Sum, as well as more advanced logical functions like If-Then statements, catering to a broad spectrum of calculation needs.

How does SmartSuite's Formulas feature compare to traditional spreadsheets?

SmartSuite's Formulas feature is designed to be more intuitive and user-friendly than traditional spreadsheets, providing all the capabilities you'd expect from a spreadsheet application and more. It simplifies the process of calculating and analyzing data, making it accessible to users of all skill levels, including those who may not be spreadsheet experts.

Which SmartSuite plan types provide access to the Formulas feature?

The Formulas feature is available to all SmartSuite plan types, including Free, Team, Professional, Enterprise, and Signature. This ensures that every user, regardless of their plan, can leverage powerful calculation and data analysis tools within their workflows.

We just calculated you have no time to waste.

Find the right formula to working smarter.