Automation rules can run math operations in CRM. In this example, you'll configure an automation rule that calculates profit automatically.

Configure custom fields in CRM

1. Go to CRM > Settings > CRM settings > Form and report settings > Custom Fields.
2. Click Add field to create custom deal fields.
Learn more in the article: Custom fields in CRM.
3. Create these two fields:
   • Expenses
   • Profit
   Select Number as the field type for both fields.
4. Create a new deal and open it.
5. In the About deal section, click Select field and add the Profit and Expenses fields.
6. Next to the Expenses field, click the gear icon and select Configure.
7. Make the field required starting from the second deal stage.
8. Save the changes.

Configure the automation rule

1. Open the Automation tab.
2. Add the Modify item automation rule to the second deal stage.
3. Remove the Name field from the rule settings.
4. Select the Profit field.
5. In the Profit field, enter:
• =
• Click the menu icon next to the field.
• Select Deals > Income.
• Enter -
• Select the Expenses field.
6. The formula should look like this: {{Income}}-{{Expenses}}.
7. Save the changes.

How it works

1. Create a deal and add the products the customer selected.
2. Move the deal to the second stage.
3. Enter the expense amount.

The automation rule runs automatically and fills in the Profit field.

You can verify that the rule ran successfully in the Automation section.

Create a profit report

1. Go to the Reports section.
2. Click Add report.
3. Add the Expenses and Profit fields to the report.
4. Save the changes.

The report will display expenses and calculated profit for each deal.