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Formula

To create an IF statement with text, you can use a formula like the one above.

  1. Go to Formulas > + New formula.

  2. Click Switch to Advanced editor in the top-right corner.

  3. Give the formula a title and enter your IF statement.

    Here's an example if your goal is to reach $50 000 in won deals this month:

    (IF(Sum(Deals,Status="won",Value)>50000,"Yes","No"))

  1. Change the number format to Text.

  2. (Optional) Add conditional colors. For example, type in Yes for green and No for red.

  3. Click Save in the bottom-right to finish.