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In FreshSales I know it is possible to perform basic calculations and produce a calculated field but was hoping to do this only in reporting rather than clogging up the field list.
I’m looking to get a % of quote value converted purchase value/ quote value a a percentage but I can’t figure out how to do this in Analytics without the additional field added in the Deal module.

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?

In FreshSales Analytics, I’m trying to calculate the percentage of the quote value converted into a purchase without adding an extra field in the Deal module. While basic calculations and calculated fields are possible, I’d prefer to keep this within reporting to avoid cluttering the field list. If anyone has found a way to achieve this directly in Analytics, I’d appreciate the insights.

On a related note, this is similar to how KDV Hesaplama (VAT Calculation) works—where percentage-based calculations need to be precise yet efficiently handled within reports without creating unnecessary data fields.

 

Hi ​@lunchtimeresults 

Thank you for reaching out to us.

 

I understand your requirement. However, since you can create multiple quotes and only one is synced with the deal, it automatically would update the list of products to what the customer would sign for. Hence, it is not possible to store the initial Quote value that you have mentioned here.

And since this not stored anywhere, it is not possible to derive reporting out of it unfortunately. 

Alternate solution: You can sync the first quote with deal, and the dealy value will get updated. Use the workflow to store the first time Deal Value on a separate field which you can also hide it as keep so that it doesn’t clutter the UI experience of the users. It would also avoid any manual work.

 

Please let me know if this helps or if there is anything else that I can help you with.

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