Accurate Values Without Compromising Performance

Do you wish your calculated fields showed the latest data in near real-time, but didn't slow your users down with costly recalculations? Upsert® Calculated Fields is the ultimate solution to ensure that your SugarLogic and calculated fields reflect the most current data without impacting system performance.

Bonus: With your purchase of Calculated Fields, you also receive Upsert® Advanced Formulas at no additional cost! Advanced Formulas extends your SugarLogic capabilities with performance-optimized extensions of core functions and custom functions that provide entirely new capabilities beyond standard SugarLogic.

Why Choose Calculated Fields?

Precision and Performance

When Sugar recalculates values for related records, it impacts the speed of the CRM for everyone. Our plugin is unique because it applies advanced backend processing techniques to update the values while preserving the efficiency and speed of your CRM system.

Near Real-Time Accuracy

Say goodbye to outdated data, and hello to a trusted source of truth. The Calculated Fields plugin monitors for changes that affect your calculations and processes those changes quietly on the backend. It can even continuously recalculate your SugarLogic fields if needed to reflect the latest values for formulas like "daysUntil" and "hoursUntil". You can trust your business decisions knowing that they're based on the latest information available.

Streamline Operations

Maximize productivity without sacrificing accuracy. Calculated Fields automates recalculations, eliminating the need for manual updates. Free up valuable time for your team to focus on strategic initiatives.

Key Features

Dynamic Updates

Queued updates keep pace with changes in your data. The Calculated Fields plugin monitors your system for data modifications in real-time, and schedules updates to maintain data accuracy.

You have the option to selectively identify the records within a module that should be recalculated which enables you to unlock features previously not possible with SugarLogic calculations. Common use cases such as opportunity or case aging can be calculated daily to ensure your business automations don't miss a beat!

Minimal Resource Consumption

Calculated Fields minimizes the strain on your system resources without compromising the accuracy of your calculations.

Advanced Formulas

Many Advanced Formulas are enhanced versions of SugarAI's core formula functions, optimized for better performance and efficiency. These improved formulas provide the same functionality as their core counterparts but execute faster and with reduced resource consumption, making them ideal for complex calculations across large datasets.

Advanced Formulas also includes custom functions that provide entirely new capabilities not available in standard SugarLogic. These unique formulas enable advanced boolean logic, data validation, permission checks, and specialized operations that extend the boundaries of what's possible with SugarAI formulas.

Visit our site for a comprehensive listing of all formulas included with Upsert Advanced Formulas.

Unlock the Power of Precision

Elevate your Sugar experience with Calculated Fields and discover the perfect balance between accuracy and performance. Revolutionize the way you manage data without missing a beat - try Calculated Fields today and experience the difference for yourself.

System Requirements

Upsert^® Calculated Fields is compatible with:

• Sugar Sell, Serve, and Enterprise products
• Versions 12.0 and higher
• Hosted in SugarCloud or on-site