Perform calculations in custom fields
I believe it would be extremely helpful to provide the ability to perform calculations in custom fields. This would be even more useful if you could report on these custom fields. ie...calculate commissions on project value or calculate profit margins etc.
Thank you for the consideration!
Comments
-
We need calculated fields. I.e. if I have a field called Date of Birth, would be great if there was a self calculating field that shows age or when I create a template, to be able to do a formula.
0 -
Yes, yes, an even more enthusiastic YES for this.
The current solution is to use Zapier for this, but it wastes a lot of tasks credits.
0 -
Yes, I've asked PD for a simple age calculation from the day I became a user. I'm curious about the Zapier solution and what is a task credit?
0 -
@Steve Johnson this is something we'd definitely consider exploring in the future. First up on our to-do list is mandatory fields though when it comes to fields, so stay tuned
1 -
Agreed im happy to demonstrate how to do this in zap for anyone interested too!
0 -
Steve Johnson said:
Yes, I've asked PD for a simple age calculation from the day I became a user. I'm curious about the Zapier solution and what is a task credit?
Every action step in an automation consumes one task credit in Zapier. A task credit is the currency/unit that you get when you subscribe for a paid plan.
In Zapier, set up a trigger for 'Deal is updated', and opt for mathematical calculations in the action step (if required), and then use the result to update the deal.
In your case, now() - deal creation date should give you the most recent age calculation.
0 -
Amit Sarda said:
Yes, yes, an even more enthusiastic YES for this.
The current solution is to use Zapier for this, but it wastes a lot of tasks credits.
I use Integromat for anything like this - works a treat, way more capable than Zapier. Cheaper too.
0 -
Another vote for calculated fields
1 -
One more vote for calculated fields
0 -
100 votes for calculated fields
0 -
Calculated fields is an important missing feature in Pipedrive. I have many uses for such a field type. It would be ultimately handy if the resultant of the calculation could select an input on a single option list.
0 -
Calculated fields, calculated fields... Please Guys!!
0 -
Mike van der Valk said:
@Steve Johnson this is something we'd definitely consider exploring in the future. First up on our to-do list is mandatory fields though when it comes to fields, so stay tuned
Hi Mike .. any updates on calculated fields ?
0 -
Mike van der Valk said:
@Steve Johnson this is something we'd definitely consider exploring in the future. First up on our to-do list is mandatory fields though when it comes to fields, so stay tuned
Hi @Bronwyn Clarke unfortunately there's no update. Our team currently is working on other priorities sorry!
0 -
Vote
0 -
Another 100 votes for calculated fields, please!
0 -
We need to update the deal value automaticaly based on our custom fields values, please please 1000000 votes for calculated fields , please
0 -
I want to have a commitment date on a contract, which calculates 45 days from a contract date. It is very important we have a calculated date field.
0 -
@John Katsougrakis It was mentioned above that the only way around at the moment is Zapier. You can consider it if it is critical for you.
Otherwise I have a long list of examples where I would use calculated fields. It should not be a huge development, so I really hope that we all will be heard soon.
0 -
I've run the numbers. The math on calculated fields checks out. Please add feature!
0 -
1000 times PD should have calculated fields capability! Huge miss here.....
PD admin peeps....any updates?
1 -
Ann Hamilton said:
1000 times PD should have calculated fields capability! Huge miss here.....
PD admin peeps....any updates?
Hi @Ann Hamilton thanks for writing. It's definitely on the wish list but so far other things have gotten priority over it unfortunately.
1 -
Ann Hamilton said:
1000 times PD should have calculated fields capability! Huge miss here.....
PD admin peeps....any updates?
Can you share the roadmap of when? I have people asking for this all the time...
0 -
Ann Hamilton said:
1000 times PD should have calculated fields capability! Huge miss here.....
PD admin peeps....any updates?
I don't understand what can be more important than a SO BASIC ability as to calculate fields... 🤷♂️
Please guys, don't make the same mistake than your competitors : when your clients ask you for a terribly missing feature, listen to them. 😳
To be forced to go through Zapier just to do an addition or a multiplication is nonsense! 🤦♂️
1 -
Ann Hamilton said:
1000 times PD should have calculated fields capability! Huge miss here.....
PD admin peeps....any updates?
Completely agree with Bill and Oliver. Huge mistake in dismissing the importance of this. I get that implementing calculated fields doesn't make for a shiny new product video but it's a huge capability miss. I think you might be underestimating the importance of this in helping bring in new (especially bigger) customers and also retaining existing ones as they grow.
0 -
Ann Hamilton said:
1000 times PD should have calculated fields capability! Huge miss here.....
PD admin peeps....any updates?
Hi @Bill Barlas @Olivier and @Alex Gero
Thank you for your comments here. I'm going to connect with our team working on the data fields here at Pipedrive. I wish I could make you any promises but unfortunately I can't
I hope you understand that prioritising for all our customers is one of the hardest things to do. We try to give you some sneak peaks of what we're working on here. And also hope that you continue to enjoy what we are releasing and communicating over here.
I will do my best to make sure that your words here are heard and the team will look into this.0 -
Must add this, for so many reasons.
0 -
Ann Hamilton said:
1000 times PD should have calculated fields capability! Huge miss here.....
PD admin peeps....any updates?
PLEASE ADD CALCULATED FIELD. Documents without that feature are quite useless. Listen to your clients
0
