Formulas
Your spreadsheets, just a bit smarter. Calculate values based on other fields using simple functions or advanced logic.
Formula Field Makes It Easy to Calculate Metrics
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 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
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
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.
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.
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.
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.
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.
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.
Feature Priority Scoring
Product Managers use scoring rubrics such as RICE to prioritize features based on reach, impact, confidence and effort levels.
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.
