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Calculated Fields

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Joss Rodriguez
Updated 4 days ago
Calculated fields let you create formulas using system and custom fields. They support numeric, currency, and date values, so you can automate everything from totals to time spans!

How to Create a Calculated Field

Note: Only account administrators can create calculated fields.
  1. Go to Settings in the lower-left corner.
  2. Select the Data Entry tab, then click Custom Fields.
  3. Click the + Add Custom Field button and choose Calculated Fields.
  4. Give your field a name and assign it to a custom field group (if needed).
  5. Set up your calculation:
    • Pick a function (e.g., SUM, SUBTRACT, MULTIPLY, DIVIDE, and more).
    • Select which system or custom fields to include by typing @[Field Name] for each one.
  6. Decide what your calculated field should display as the output value (Numeric or Currency).
  7. Save your changes.
Once saved, your new field will automatically crunch the numbers for you. Just add the column to your list and let Pipeline CRM do the heavy lifting!


Supported Functions

Arithmetic Functions:
  • SUM, SUBTRACT, MULTIPLY, DIVIDE, MIN, MAX, ROUND, ROUNDUP, ROUNDDOWN
Date Functions:
  • DATEIF, DAY, WEEKDAY, MONTH, YEAR, DATE, EDATE, WEEKNUM
Comparison Operators:
  • <, >, <=, >=, !=, ===
Logical Functions:
  • IF, AND, OR, NOT, SWITCH
String Functions:
  • CONCAT, SUBSTITUTE, CONTAINS, LEFT, RIGHT, MID, LEN, FIND
Collection Functions:
  • INCLUDE, ALL, ANY
If you have any questions or run into any trouble, reach out to our support team at [email protected]. 
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