Perform calculations in custom fields...

Jaime Rojas
Jaime Rojas Posts: 4
edited July 28 in Sales CRM #1

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

  • Roland Meents
    Roland Meents Posts: 7
    edited March 2021 #2

    I totally sign this. We would love to keep track on commissions in pipedrive too

  • Ryan Wiederstein
    Ryan Wiederstein Posts: 1
    edited March 2021 #3

    I think this product would be great but no calc fields makes it impossible for my use.  I'll just keep waiting.

  • Leroy
    Leroy Posts: 1
    edited June 2021 #4

    Looks like it is possible from an add-on app. i'm learning how to do with the help of the customer support

  • Helio_2884
    Helio_2884 Moderator Posts: 84 PIPEDRIVE CUSTOMER SUPPORT
    Pipedrive Employee
    edited June 2021 #5

    Thank you for your feedback!

    As a workaround, I would suggest using Zapier. Zapier can grab values from field X and Y, make the necessary calculation and place the outcome in field Z. It can also make calculations by grabbing data from more fields.

    Here's an example of Zapier that can be used - https://zapier.com/help/create/format/use-spreadsheet-style-formula-functions-in-zaps