Formulas

Intelligently calculated account fields to help with decisioning on accounts

With formulas, you have access to an array of manipulations and calculations you can perform on your data to create additional fields.

Formulas can have any data type available in Custom Fields, and are simply a calculation that is performed to fill in that data field. A formula field is usable across the product anywhere custom fields are, including in views, triggers, the API, etc.

Example: Number of Meetings

For example, a formula to calculate the number of meetings you've had with a customer in the last 90 days.

Example: Usage Percentage

Here is an example of using division on two synced fields to calculate seat utilization percentage.

Example: Channel Members Left

The number of customer users who have left your channel in the last 30 days.

Example: Number of Feature Requests

The number of issues that are tied with engineering work (via. Ticketing integrations).

Example: Lifecycle Stage

The stage of the customer (onboarding or renewal) based on their progress through the contract.

Examples of other formulas are:

• Calculating the number of issues that were categorized as bugs in the last 30 days

• Calculating the number of Custom Activities of a certain type that have occurred

• Creating a weighted health score across different components