Completed

Calculated Field

We need the very basic feature of a calculated field.  The most common is "Weighted forecast" - multiplying % probability by the expected value of the deal.  For instance, a $1MM deal that has 30% probability of closing has a weighted value of $300k.

 

 

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Comments

31 comments
  • Official comment

    Hello everyone, I am pleased to let you know that the Expected Revenue calculated field (value x probability %) has been added to Insightly Opportunity Report. Please see this support article on how it works: https://support.insight.ly/hc/en-us/articles/227525107-What-is-the-Expected-Revenue-field-in-opportunity-reports- 

    Hope you like it!

     

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  • Thanks @Brian Ratcliff!

    It would be great to hear from the community about this too :)

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  • +1

    We need Number of People x price = Value (For example)

    Or Units x Unit Price = Value

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  • And if you do do it... Text Field A (Text) = Field B (Text) + Field C (Numeric)

    please.

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  • We also need a weighted forecast field, as well as a report/query that shows a weighted revenue forecast. It should spread the revenue across months if entered as a monthly amount for x number of months. 

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  • Need a weighted forecast as well.... I cannot believe you have not done this already .... it is a standard in the sales management process

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  • Agreed!  Love the custom reporting feature, but find it a little frustrating that even though you include a weighted value on your standard reports I don't have that as a standard option to add in the custom reporting feature.

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  • Yes please add weighted value. It is key to our planning. 

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  • Another vote for the weighted value of each opportunity please. I thought this was an industry-standard way to measure the health of a business' pipeline.

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  • Don't forget to add your vote by clicking the up arrow at the top of the original post, if you haven't already :)

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  • Thanks :)

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  • Formula based Custom fields would be very very very very (not sure If i can put enough very's) Helpful. 

     

     

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  • Hi Josh,

    Thanks for taking the time to provide your feedback it was VERY interesting. :)

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  • +1 We absolutely need calculated field. That is a very basic function but would make a world of difference to our reports.

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  • We need calculated fields too. Like in Excel a X b = c

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  • absolutely needed. as a new user very shocked it is NOT available. 

     

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  • +1, this is necessary

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  • Hi, this is good news (a bit behind the times to be honest) but we desperately need to be able to calculate custom fields from other numeric fields. Dan

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  • +1, or + many if I can cast more than 1 vote.    Nice to have the expected % revenue calculated in reports (overdue feature) but we need a basic calculated custom field functionality to do a mass of standard sales forecasting activities:1. see forecast value of each opportunity without running a full report; 2. calculate time taken from lead-in to conversion and than to close, 3. in each opportunity record to calculate total value of that opportunity based on a sum various products included in that opportunity;4. calculate ACV vs. bookings.  I can go on - but you get my point.  I used several CRM systems before and they all have calculated fields.  Now I pass my time exporting data from Insightly and doing all these calculations in Excel.  It would be nice to have it added to your new functionality priority list.

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  • +1 we also need a weighted forecast field and the ability to perform calculations based on various fields 

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  • Ditto the need for a calculated field. Alternately, it would be great to be able to create scripts such as: take values from one or more fields and fill another field automatically with the calculated value (math or text manipulation).

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  • Plus one vote for this - from my opinion - basic feature of any a bit advanced CRM.

    Hope after 2 years since this thread has started, there will be a change?? :)

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  • The need for basic math functions in a field cannot be overstated.  I am looking to be able to sum field values and generate a percentage based on custom field inputs.  A must for business use of a CRM.

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  • +1 Absolutely a basic math function field needed.

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  • Agree 110% - Weighted Pipeline is CRITICAL to managing a sales pipeline.  Very much needed, really surprised such a basic sales reporting field isn't included.

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  • My apologies - i should have read the above Post by MariaT stating that a weighted pipeline report was added -- THANK YOU!!  (p.s. the ability to add SUMMARY totals for a column of data is also beautiful)

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  • This has NOT been implemented, please mark it correctly so this important need isn't hidden until it is actually is implemented.

    Like Brian posted originally, we need to be able to create calculated fields. He gave one "common" example & you created one field for that example then marked "Calculated fields" as implemented??? Now we can't vote on this important meed anymore? 

    For EXAMPLE, I need a simple "total budget" field that adds the two previous budget fields & displays the sum. If you make a "calculated field" option (like this post asks for) then it will address many requests for specific calculated fields.

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  • Hello Mark,

    I understand your frustration and thanks for the feedback! 

    I followed-up with our Product Team and you are absolutely correct that we implemented one part of the feature request. The other part of the feature request is not implemented just yet. 

    In the meantime, customers may want to use "Calculated Fields" in Dashboards for Opps, Projects, and Lead.

    Thanks for your time and understanding as we work to improve Insightly for our users! 

     

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  • I think this thread represents what industry calls "the voice of the customer".

    You have a really good product...this is just one of several enhancements that can make it great!

    We all have various needs in our businesses and Insigthly cannot possibly accommodate them all.  

    This functionality would help bridge the gap of things you have not thought of or have not had resources to implement.

    As you can see from the comments above, it is a feature that has been more than casually needed for over two years!

    Due to the lack of this functionality, our organization is having to keep multiple spreadsheets for Projects and Opportunities outside of Insightly.  This is causing data duplication and data synch issues...the exact issues that Insightly is supposed to be designed to prevent.

    We are all respectfully asking that you please escalate the priority of adding a simple "calculated field" type to each the field objects that can be displayed and reported upon.

    Just keep it simple to start with and most of our requirements can be met.  (+-*/ operations relating two fields to the calculated field).

     

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  • Any update on calculated fields? This is a must-have for us and would prevent us from needing to store additional information in spreadsheets. I second Jay--basic arithmetic would be a huge help. Example: Sales rep enters in number of units purchased, calculated field multiplies by MSRP to get pre-order revenue. This would allow us to track different revenue sources and analyze what industries purchase what products. We will likely not renew our subscription when our term is up if this feature isn't implemented. 

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