In Field Manager, Admins can create custom calculated fields using fields from integration sources and add additional fields to view in the Deals and Payouts pages to help inform approvals and payouts.
Calculated Fields
To create a calculated field, click Settings in the left hand navigation and then Field Manager. From there, click '+ Add Calculated Field' from the Calculated Fields tab.
Builder
After clicking '+ Add Calculated Field', you'll be redirected to the Builder tab. In the Add Calculated Field panel on the right hand side, provide the following details for your calculated field:
Source: The integration source containing the field(s) you'll use to create the calculated field
Object: The object in the above source containing the field(s) you'll use to create the calculated field
Name: The name for the calculated field which will appear throughout your QuotaPath workspace
Type: The type of field - Number, Text, Boolean or Date
Next, enter the formula for the field in the formula container on the right hand side. Formulas must be built using Structured Query Language, or SQL. For full documentation on SQL functions and operations, please review SQL documentation here.
To start building a formula, click '+Add Source Fields' in the top right hand corner. You'll see the below pop-up modal which will preview fields from your selected object and source. Click '+ Add' next to the field that you'd like to add into your formula. You can add multiple fields as well.
After adding the field, it will automatically appear in the formula container. From there, you can use SQL formulas and operators to build out your calculated field. For more information on the most common operators, click 'Allowed Operators' which will open the below pop-up modal.
After building your calculated field, click 'Save'. The calculated field will be added to the 'Calculated Field' tab in Field Manager.
From there, you can also click 'Preview' and scroll down in order to preview the calculated field results based on the 10 most recent deals in your workspace to confirm the accuracy of your formula.
Note: Currently calculated fields can only use fields on the same object in the same source. Additionally, calculations can only reference a single record and can not analyze an aggregation of records. For more advanced computations analyzing sums of records or multiple sources, please reach out to your Customer Experience Manager or to our support team via the in-app chat.
Sample Calculated Fields
To help get you started with building calculated fields, here a few examples of common calculated fields and the SQL formula for each:
Convert MRR to ARR
{ MRR } * 12Calculate Retention Rate
{ Renewed Amount } / { Renewal Amount } Convert Field Type
{ date }::date Contract Term Multiplier
CASE WHEN { contract term } <= 12 THEN { ARR } * 12 ELSE { ARR } END
Map Calculated Fields
Once the calculated fields have been created and comp plans have been built, you'll also need to map to this calculated field in any mapping and plan that will be using this calculated field to calculate commission or inform payout eligibility.
Go to the plan details page for a plan that you'd like to view additional deal fields for. Click 'Sync to CRM' on a path and on the 'Fields' step of the integration mapping modal, align the path field to the calculated field as shown below:
Complete the path mapping and sync the data. You'll need to complete this step for every path in every plan in which you'll be using this calculated field.
View Calculated Fields
After you've mapped your calculated fields, you can start viewing the data in your QuotaPath workspace. Go to the Earnings or Attainment page to view data for a specific workspace members, or head to the Deals or Payout pages to view data across multiple members.
Additional Deal Fields
In addition to building calculated fields in Field Manager, you can also add additional fields to your workspace to view in the Deals and Payouts pages to help inform approvals and payouts.
To add additional fields to your workspace, head to your workspace settings by clicking Settings in the left hand navigation and then Field Manager.
Add Additional Fields
In the 'Additional Deal Fields' tab, click '+Add Additional Field'.
From there, name the field and choose the type of field. The field name can be the same or different as the field in your integrated data source. The type of field can be:
Number
Date
Text
Boolean (i.e. true/false, checkboxes, etc.)
Note: You can add up to 20 additional deal fields to your QuotaPath workspace.
Map Additional Fields
Once the additional fields have been added to your workspace, you'll need to map the fields to the corresponding field in your integrated data source.
First, confirm you have already set up an integration from the Integrations page. Next, head to the plan details page for a plan that you'd like to view additional deal fields for. Click 'Sync to CRM' on a path and on the first step of the path mapping modal, you'll see the option to add and map your additional deal fields.
Add additional fields to the path mapping and then use the dropdown to align it to the corresponding field in the integrated data source.
Complete the path mapping and sync the data. You'll need to complete this step for every path in every plan in which you'd like to view the additional deal field data in your QuotaPath workspace.
View Additional Fields
After you've mapped your additional deal fields, you can start viewing the data in your QuotaPath workspace. Go to the Deals or Payouts page and click the column selection icon in the top right of the table and s the additional deal fields that you'd like to add to your view.
Source Data
In Source Data, Admins can view their data coming from multiple sources to help inform their path mappings and confirm data flow accuracy.
Clicking on the Source Data tab, you’ll be able to select from your connected sources and view data by object. You can also use the table functions to pin, resize, or remove columns and filter or search for specific results.