Formula columns are a great way to add more value to your pipelines. They allow you to create custom javascript formulas, without coding, based on other column data that you’re already tracking.
Powered by AI, you can type a prompt in natural language and the Streak formula editor will automatically generate the code and test it.
For example, you could write a formula to calculate sales commission for each box:
In the gray bar you can type “deal size multiplied by 2%”
Press enter on your keyboard and watch for the code to generate in the formula editor
If no errors are returned, click “Save Code”, or ⌘/Ctrl + Enter on your keyboard
Referencing a column
To reference a column in a formula, the syntax is:
$'Column Name'
For example, a "Deal Size" formula column can be a product of two freeform columns:
= $'Number of Units' * $'Price per Unit'
This article shares examples of frequently used javascript formulas.
Need a custom formula?
Feel free to reach out to us at support@streak.com or start a chat using the Streak help button at the bottom right corner of this page and we'll be happy to help.