Deals grid lets the admins define various formulas required to add a customized field on the Deals page and use it in the new field. It can be an easy formula to add two values or a complex formula involving multiplication and divisions of multiple values. The following video shows two examples to help you understand how to define and apply formulas while adding a new field.

Creating formula example fi: adding two values

Perform the following steps to add a formula to add two values (in this example, New ACV and Upside ACV):

1.  Log in to Aviso and from left hand side menu, select Admin.
   
2. Under Config Tools, click Deals Grid.
   

The Deals Grid page appears and shows all the existing fields present on the Deals page.

3. Click Add New Field.
   
   The Add Fields dialog box appears.
4. On the "Add Fields" dialog box, select the Formula Field checkbox. After selecting the Formula field checkbox, the Field dropdown list is deactivated and Formula field appears at the bottom of the dialog box.
   
   
5. Enter a name of the new field in the Label field.
   In this example, we have entered New ACV+Upside ACV.
   
    
6. As the value that the new field will show is amount of the deals, select
   Amount from the Format dropdown list.
   
7. Update the other fields such as Shown in mobile, Secondary, User role, and Pivot as required.
   
   

   Note

    In the Formula field, you can use any variables such as a, b, c or x, y, z, to add your desired formula and then de ne the variables. These variables represent the sources of your formula.

    
8. Enter a+b in the Formula field.
   
9. To define these two variables (a+b), click Add Formula Sources twice.
   
10.  Define variable a in the first Variable field and select the correct Field name from the Field Key dropdown list.
    
11.    Define variable b in the second Variable field and select the correct Field name from the Field Key dropdown list.
12. Click Ok.
    If you scroll down, you can see the newly added field on the Admin page.
    
13. Enter a commit message in the Commit message field and click Save Change
    
14.  Wait for some time as the changes are being updated.
15. Open your Deals page and reload it.
    You can see the newly added field New ACV +Upside ACV. You can see that the new field, New ACV+ Upside ACV, shows values that are summation of the values in the New ACV and Upside ACV fields

Creating formula example 2: adding two values, multiplying it by 200, dividing by fi5, and subtracting from another value

Perform the following steps to add two values (in this example, New ACV+ Upside ACV), multiply it by 200, divide by 15, and subtract from another value (TCV):

1.  From the left-hand side menu, click Admin to open the Admin page and from the Admin page click the Menu icon.
   
2. Under Config Tools, click Deals Grid.
   

The Deals Grid page appears and shows all the existing fields present on the Deals page.

In this example, c is the new variable to represent the TCV field.

9. To define these variables (a, b, and c), click Add Formula Sources three times.
10. Define variable a in the first Variable field and select the correct Field name from the Field Key dropdown list.
    
11. Define variable b in the second Variable field and select the correct Field name from the Field Key dropdown list.
12.  Define variable c in the third Variable field and select the correct Field name from the Field Key dropdown list.
13. Click Ok.
    If you scroll down, you can see the newly added field on the Admin page.
    
14. Enter a commit message in the Commit message field and click Save Changes.
    
15.  Wait for some time as the changes are being updated.
16. Open your Deals page and reload it.
    You can see the newly added field New reference.
    You can see that the new field, New reference, shows values that are
     summation of the New ACV and Upside ACV fields, 
    multiplied by 200, divided by 200 and subtract from TCV value.