Calculations in Weflow work for any kind of currency field. So, even if you have custom fields set up (for example: margin or a calculation based off different products being added to an opportunity) this will work for you.

How to use calculations in your pipeline

  1. Go to a pipeline view of your choice

  2. Make sure to have a currency field added (if you don't, go to "Columns" and look for i.e. "Amount", "Expected Amount", "Margin" or something similar)

  3. At the bottom of the column, you can make a calculation which will be based off the entire column

  4. You can choose between SUM, MAX, MIN and AVERAGE

If you want to narrow down your calculation, you can use the quick filters or custom filters to make it work for your specific needs. Or consider choosing a different view.

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