How to Create a Formula

Go to Formulas > + New formula.

Give your formula a title. You'll be able to find the formula by its title in the formula list, on dashboards, in reports, and other places where formulas are used.

Click + New component. You can add as many components as needed.

Choose what your component should do. To calculate data from a data source, choose Data function (top-left corner). You can also use an existing formula, create a group (parentheses), add a date function, or enter a static number.

If you chose Data function, the next step is to select a Lookup function. This will tell Plecto how to calculate your data.

(Optional) Click + Add filter to get specific data. For example, to only see the number of outgoing calls.

(Optional) Repeat steps 3 – 6 if needed. Feel free to combine data from different data sources.

Check the Number format. If you expect to see text, percentage, date, duration, or other formats on a widget, make sure to choose the matching number format.

(Optional) Add conditional colors. For example, if you add 0 (red) – 50 (yellow) – 100 (green), the widget will show your data in red between 0 and 49, yellow between 50 and 99, and green when you reach 100 and more.

(Optional) Add a prefix of suffix.

Click Save to finish.