## Custom fields: formula fields

**Note:**This feature is only available on Professional and higher plans.

**Formulas fields are made with lead/deal custom fields, but they can only be used in deals. Calculations are not available for leads, even if the field has a formula.**

Formula fields are an effective way to cut down time spent making calculations manually. Here’s how you can use them with Pipedrive.

## Where to find formula fields

**Note:**Company accounts are limited to ten formula fields each.

Go to **Settings > Data fields > Add custom field **to create a new field.

Formulas can be applied to two field types: numerical and monetary. Toggle on **“Apply formula to deals”** to add a formula when creating new fields.

Here are the inputs available for formula fields and how to use them:

Symbol | Usage | Example |

# | Define the field used as a variable in the formula. | #Deal value*10 |

+ , - | Add or subtract values | #Deal total activities – #Deal completed activities |

* , / | Multiply or divide values | #Deal value /100 |

( ) | Left and right brackets are used to group values and operators | (#Deal value/100) – #Deal weighted value |

% | Allows calculation using a percentage of a chosen field | #Deal value – 10% (will subtract 10% of the deal’s value) |

**Note:**All formulas must contain a

**“#”**followed by an input field (ex. Deal value.) Otherwise, the formula will be invalid.

## How it works

After a formula is created, you’ll choose whether to apply the formula to new deals or new and open deals.

**Note:**Formulas will only run if the selected input field has a value (e.g. if a deal is not assigned a probability, a formula using this field will return a null value with the message

**not calculated.**)

In the above example, the formula is deal value divided by 100. When applied to a deal, it looks like this:

The number on top is the deal value, 1000. The number below is the deal value divided by 100, shown in the custom formula field.

## Adding a formula to existing deals

If you apply a formula to new *and* open deals, you’ll see this window pop up:

Click **Confirm**, and the window in the bottom left of your screen will confirm when the calculations are complete.

Select **View details** to see a summary of the changes that were made.

## Re-calculation

Formula values are automatically calculated and updated when:

- Formulas are created/edited
- Deals are created
- Deal fields included in the formula are edited
- You recalculate a formula (in the deal detail or list view, or when bulk editing deals)

However, they can be re-calculated by hovering over a value, either in a list view column or detail view sidebar, and clicking the refresh button.

This can also be done using the bulk-edit tool. Select the items to re-calculate from your list view, then find the field on the right margin and select **“Force recalculate,”** or use **“Recalculate if input is changed”** to limit edits to fields where changes have been detected.

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