Skip to main content
Calculated Fields are a feature that lets you do calculations automatically by grabbing data from different parts of Skara. If you’ve used Formula Fields before, Calculated Fields are similar—but way more powerful because they can pull info from multiple areas, not just one.
For example, want to figure out the total money a customer has brought in? You can mix data from the Deals section and the Contacts section. Calculated Fields make this super easy, helping you save time and understand your data better.

​
Topics covered:

​
Where can you use Calculated Fields?

You can use Calculated fields in various parts of Skara, such as:-
  • Reports: Create smart reports with values that update on their own.
  • Export: Add calculated numbers to the data you download.
  • Workflow & Automation Conditions: Use Calculated Fields to start workflows or automate tasks based on those numbers.
  • Automation Triggers (for Field Match & Smart Segments): Kick-off automatic actions using calculated values.
  • Dynamic Variables in Automation: Put Calculated Fields into emails, texts, deal updates, and more.

​
Key Considerations for Calculated Fields

Calculated fields can help you achieve ample of use cases; however, there few points to consider before you start using them which are as follows:-
  • Cannot Be Imported: You can’t import data directly into a Calculated Field.
  • Cannot Be Updated Manually: These fields update automatically based on their formulas and cannot be edited or modified manually through workflows or automation.
  • Cannot Be Used to Create Another Calculated Field: You can’t use one Calculated Field to make another one.
  • Fields Used in Calculated Fields Cannot Be Deleted: If a field is part of a Calculated Field, you can’t get rid of it. But if it’s turned off, the calculation will still work using the last value it had.

​
Key Benefits of using Calculated Fields?

  • Save Time: Let the system handle tricky math instead of doing it yourself.
  • Improve Accuracy: Avoid mistakes by letting Skara calculate everything perfectly every time.
  • Better Reporting: Get clearer, more useful reports and dashboards with calculated numbers.
  • Simplify Workflows: Start automations and tasks using these values to work faster.