Hi @LorneH 

Thanks for reaching out. Yes, in analytics, we can't create calculated fields. As you said, we can create a formula field in the deals module to calculate the percentage of the quote value. You can then add this formula field in the report and report exports.

This is a one-time activity during CRM setup.

Related article: https://crmsupport.freshworks.com/en/support/solutions/articles/50000002577-what-are-formula-fields-how-to-use-formula-fields-

Thanks,

Dhanashekar T R.

How can FreshSales Analytics be used to perform calculations that help optimize fare structures and pricing strategies in transportation companies, like Crystal Cool Transport, ensuring profitability while maintaining competitive and fair rates for customers?

FreshSales Analytics can assist transportation companies like Crystal Cool Transport in optimizing fare structures and pricing strategies by offering insights into key metrics, such as customer demand trends, seasonal fluctuations, and operational costs. By tracking and analyzing these factors, the company can calculate ideal pricing models that balance profitability with competitive, fair rates for customers. With FreshSales, teams can also generate real-time reports to adapt fares dynamically, aligning prices with both market conditions and financial goals for sustained business growth.

For performing calculations in FreshSales Analytics, you can apply similar data strategies as in RFC calculation, focusing on data accuracy and specific metrics. To understand tax calculation processes like the RFC for reference, you can visit a calculator like RFC, which explains data entry for tax identification in Mexico. This helps ensure reliable analytics outcomes by modeling accurate data parameters.

In FreshSales, you can't perform calculations directly in reports without adding fields first. To find the percentage of quote value converted to purchase value, you'll need to include relevant fields in a custom report. This is akin to checking your medical status on the GAMCA site—both emphasize focusing on essential information without unnecessary clutter.

In FreshSales Analytics, you’re analyzing the time spent by your sales team on various activities. Last week, the team recorded the following hours spent on three different activities:

Client Meetings: 12 hours and 30 minutes
Follow-ups: 8 hours and 15 minutes
Proposal Preparations: 5 hours and 45 minutes
Using a calculadora de horas y minutos, calculate the total time spent by the sales team in hours and minutes.