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.
Performing calculations in FreshSales Analytics
Userlevel 1
+1
Hi
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.
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