Use calculations in your pipeline views

Created by Philipp Stelzer, Modified on Wed, 14 Sep 2022 at 01:46 PM by Philipp Stelzer

Ever wondered how big the potential economic value of your opportunities this quarter is? Use calculations in your Weflow pipeline.
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 on 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 that will be based on the entire column

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

 

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

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