Custom Calculations and Formulas

Last updated: April 10, 2026

Intelligence includes a built-in calculation engine that powers all the metrics you see in reports. Users with Explore access can also create their own custom calculations without writing any code.

How Calculations Work

Unlike a spreadsheet where formulas live in individual cells, calculations in Intelligence apply to an entire column. Write a formula once and it calculates consistently across every row.

To view how a metric is calculated, click on any calculated column in Explore mode — the formula bar appears at the top of the screen.

Types of Calculations Available

Summary / Aggregate calculations:

Calculation

What it does

Example

Sum

Adds up all values

Total freight spend

Count

Counts rows

Number of shipments

Average

Calculates the mean

Average cost per shipment

% of Total

Value as a share of the whole

Parcel as % of total spend

Row-level calculations:

Calculation

What it does

Example

If / Then

Applies a condition

Flag shipments over $500

Date difference

Days between two dates

Transit time (pickup to delivery)

Creating a Custom Calculation (Explore Access)

  1. In exploration mode, click the + icon at the right end of the column headers

  2. Select "Add Column"

  3. Give the column a name

  4. Type your formula in the formula bar — or use the AI assistant to describe what you want in plain English

  5. Hit Enter — the new column calculates across every row

  6. Save to your custom view

Using AI to Write Formulas

Not sure of the exact syntax? Use the AI assistant in the formula bar:

  1. Click the magic wand icon

  2. Describe what you want in plain English — for example: "calculate the number of days between invoice date and payment date"

  3. Intelligence generates the formula for you

  4. Review it and hit Enter to apply