This guide will show you how to work with calculated numbers in CRM.me.

**Creating formula**

Available fields for use in the formula are listed in the formula table below the formula box.

**Field Name**

The field name is as it appears in the user interface. This is in order to help you identify the field you want to use in your formula.

**Formula Name**

This refers to the name that you want to copy and paste into your formula.

**Can be used in math expression**

If **yes**, then you can use this field in your math calculation.

If **no**, then the field can solely be used in the formula as a condition. Only currency, decimal, and integer fields can be used in math equations.

**Example formula**

**1. Simple**

A simple math formula can be created, for example, **(probability * amount) / 100**

**2. Advanced**

In order to create a more advanced formula using the IF statement syntax, for example, **IF(condition; TrueValue; FalseValue) **please ensure the following:

- Conditions in the IF statement should be separated by a semi-colon ;
- Any specific string values in the condition should be surrounded by single quotation marks'
- See for example,
**IF(stage != 'Closed Won', (probability * amount) / 100, amount)**

Please note, IF statement operators are the following:

< Less than

> Greater than

== Equals

!= Does not Equal

<= Less than or equal to

>= Greater than or equal to

**EXAMPLE **

Let's work through the following example to

**Create 3 custom fields in Opportunities:**

**Project Budget**as a**Currency**field (*projectbdgtCstm*)**Sales Comission(%)**as a**Decimal**field (*comissionCstm*)**Estimated Profit**as a**Calculated Number**

** **Firstly, go to Admin -> Designer-> Create Field:

**Currency**-> Configure

-> Create Field: **Decimal **-> Configure

-> Create Field: **Calculated Number** -> Configure

Then we will designate the following calculation to this field:

**projectbdgtCstm - ((comissionCstm * 0.01) * projectbdgtCstm)**

** **

* This would be a basic commission calculation where **Estimated Profit** is the difference between the **Sales Comission(%)** and **Project Budget**

Now let’s set our Fields exhibition on

**Layouts**:

Detail and Edit View -> Configure

Let’s drag and drop a couple of Rows and fill them with the new fields

It should look like this

Save your layout and go back to the application and try to create a new opportunity

You can see that the Calculated Number field already exhibits the estimated profit

**Using Conditions**

Now working with a standard 4% commission and let's say that if the **Project Budget** is equal or grater than $100.000,00 we'll give a 5% comission

**IF(Condition;TrueValue;FalseValue)**

So ...

**IF(projectbdgtCstm >= 100000;(projectbdgtCstm - (projectbdgtCstm * 0.05));(projectbdgtCstm - (projectbdgtCstm * 0.04)))**

A $100.000,00 example...

And see below for a $98.000,00 with a calculated 4% commission deduction

## Comments