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Ah! Formula fields. The magical calculator in your SwiftFox toolbox. Think of them as your trusty sidekick, ready to crunch numbers while you focus on the important stuff.

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These clever fields let you perform calculations using other numeric fields in your profiles. Whether you're adding, subtracting, or doing fancy percentage math. Formula fields have got your back. Let's walk through a real example.

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Say you're tracking membership growth at an organisation. We've already got tabs on total employees at the organisation, and current members signed up. With a formula field we can automatically calculate potential growth by finding the difference, showing us exactly how many employees we could still bring on board. So, ready to create one? Here's how.

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First, head to Custom Fields in your organisation profile and select Manage. Select Add New Field and choose Formula as your field type. Let's call this one “Growth Potential”. Catchy, right?

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Now for the fun part building the formula. Choose total employees, add a minus sign, then select current members.

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SwiftFox will work its magic and calculate the result automatically. Select create then done and voila! Your formula field is live.

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Your new formula field will appear on the organisation's profile, updating in real time whenever there is an employee or member, numbers change.

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Formula fields offer powerful calculation capabilities, allowing you to perform basic arithmetic operations, handle currency values, and create meaningful metrics to track performance, growth, and potential. They’re like having a mini calculator that never sleeps.

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Need help setting up your own formula fields? Well, don't ask me because I'm just reading off a script.

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Wait, don't tell them that I'm meant to be smart. Gee.

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You know who is a wizard at this stuff? Your account manager. And then just a message your way. Ready to give you a hand.

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That's all for now. Catch you in the next video where we'll explore more SwiftFox brilliance.