Formulas and Calculations

Create powerful calculated metrics using the formula builder.

Basic Syntax

Reference other metrics using curly braces:

{Metric Name}

Operators

• Addition: +
• Subtraction: -
• Multiplication:
• Division: /
• Parentheses: ( )

Examples

Profit Margin

({Revenue} - {Cost of Goods Sold}) / {Revenue}  100

Average Deal Size

{Total Revenue} / {Number of Deals}

Conversion Rate

{Conversions} / {Visitors} * 100

Functions

• SUM(metric1, metric2, ...) - Add multiple metrics
• AVG(metric1, metric2, ...) - Average of metrics
• MIN(metric1, metric2, ...) - Minimum value
• MAX(metric1, metric2, ...) - Maximum value
• ABS(metric) - Absolute value
• ROUND(metric, decimals) - Round to decimals

Handling Missing Values

• If any referenced metric has no value, the result is blank
• Use defaults: {Metric Name} ?? 0 (default to 0 if blank)

Tips

• Test formulas with known values
• Keep formulas simple when possible
• Document complex calculations
• Consider performance with many dependencies