How Are Calculations Used With the New Sales Experience?

Learn how to create Measurement Tokens and Calculations within the New Sales Experience to make estimating even faster.

On This Page

• Creating Measurement Tokens
• Configuring Calculations
  
  

Creating Measurement Tokens

• Click on your Initials or Profile Picture in the top right corner of your screen and select Settings. 
• Under the Settings menu on the left-hand side, select Financials, then select Products & Services. One there, select Manage Calculations.
  
  
• On the next page, select Calculation.
  
• When you access your measurements for the first time, you will find that there are already some basic roof and wall tokens available.
• If you need to, you can add additional measurements by clicking on the Tokens dropdown and selecting the token you would like to use from the list.
  
  
• Once you have entered the Formula, Token and Rounding options, select Save in the top right corner.
• Additionally, you can also add measurement tokens by going to Estimate Settings in your Settings menu.
  
• In your Estimate Settings, select Measurement Tokens.
  
  • Here you can:
    
    
    1. Add tokens  and edit existing categories (listed in the screenshot above as Roof Measurement Tokens and Wall Measurement Tokens).
    2. Add new categories for other types of work or trades you provide.

• After creating and saving a measurement category, you can then add measurement tokens to the new category.
• To delete a measurement token category, you must delete all the tokens within that category first. Once all the tokens are removed, you will be able to delete the category.

Configuring Calculations

• Click on your initials or profile picture in the top right corner of your screen and select Settings. 
• Under the Settings menu on the left-hand side, select Financials, then select Products & Services. Once there, select Manage Calculations.
  
  
• To configure your calculations, click on the Calculation button to the far right of the product you wish to configure a calculation for.
  
  

• In the Formula field, you will build your calculations using the Measurement Tokens you have saved to your measurement token categories.
  • Using these Tokens together with a Formula will allow your financial documents to automatically calculate the needed quantities of your line items.
  • For sample Formulas, click here.
• Select a measurement token from the available Tokens by clicking the drop down arrow to the far right to see a full list of your Token options.