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• Overview
• How do Lead Field Calculations work?
• How to add a lead field calculation
• Working with formulas
• Formula functions
  • SUM
  • AVG
  • LOOKUP
     

Overview

Merchant Central allows you to perform calculations on lead fields using standard operations—addition, subtraction, multiplication, and division—as well as functions like SUM, AVG, and LOOKUP. The calculated results can be automatically stored in designated fields.

This feature enables ISOs to support more sophisticated workflows, including lead routing and equipment cost calculations. It streamlines data entry, reduces manual errors, improves lead management efficiency, and increases flexibility by minimizing the number of fields users need to complete manually.

How do Lead Field Calculations work?

A lead field calculation setup includes three components:

• A Calculation Result field that displays the output of the calculation formula.
• One or more operand fields used by the formula.
• A Calculation Formula that performs the calculation.

When a user enters values into the operand fields, Merchant Central automatically calculates the result and displays it in the designated calculation result field.

In the example below, there are two operand fields: Annual Visa/MC Sales and Annual Amex Sales. When values are entered into those fields, the Total Annual Sales field is automatically calculated as the sum of both values.

How to add a lead field calculation

To set up a lead field calculation, you will need to:

1. Create a calculation result lead field and any required operand fields if they do not already exist.
2. Create a calculation formula and assign it to the calculation result field.

The example below shows how to create a simple calculation that adds Annual Visa/MC Sales and Annual Amex Sales, then saves the result in Total Annual Sales.

Step 1: Create the calculation result field

• Navigate to Manage → Leads → Manage Lead Fields.
• Click Add/Remove Fields on the appropriate tab.
• Click Add New Field, select Calculation Result as the field type, enter Total Annual Sales as the field name, and save it.
• Add two additional dollar fields named Annual Visa/MC Sales and Annual Amex Sales.

Step 2: Create the calculation formula

• Navigate to Manage → Leads → Manage Lead Field Calculations.
• Click Add Calculation and select Total Annual Sales as the target field.
• Use the Add Data Fields lookup to find and select Annual Visa/MC Sales and Annual Amex Sales. As you select the fields, they are automatically added to the Math Formula box.
• In the Add Operations section, select the Plus operator. When it appears in the Math Formula box, drag it between the two fields. As you build the formula, the Formula Preview field updates automatically.
• Click Save to finish creating the formula. It now appears in the calculation list, where it can be edited or deleted at any time.

Your setup is now complete. The new fields should look similar to the example below. It is recommended that you test the fields by entering values to confirm the calculation works as expected. Use the Edit Layout button under Actions to rearrange the fields on the tab if needed.

ℹ️ Calculation result fields display a calculator icon on the lead page. Hover over the icon to view the field’s formula, or click the icon to highlight all fields used in the calculation. 

Working with formulas

Here are some additional notes to help you work with the formula builder:

• If you create multiple calculation formulas, they run in the order shown on the Lead Field Calculations page. You can drag and drop formulas up or down to change the order.
• For easier management, you can add sections on the Lead Field Calculations page and organize formulas by dragging them into place. You can also use the search box at the top of the page to find formulas more quickly.
• You can use parentheses in the formula window to control the order of operations, and you can also insert fixed numeric values into formulas.
• When multiplying percentage fields, results are displayed as decimal values by default. For example, if you multiply 10% × 10%, the result is shown as 0.01. If needed, you can change the result field format to percentage in the field settings so the same result displays as 1% instead.

Formula functions

Lead field calculations support three additional functions: SUM, AVG, and LOOKUP.

SUM

The SUM function works only with lead record set fields, not with fields on standard lead tabs. It calculates the total of every instance of a record set field.

For example, you may have an Equipment record set tab where users can add one or more equipment types to a merchant. Each item has a cost stored in the Equipment Cost field on the record set.

This setup is accomplished by:

1. Creating a Total Equipment Cost calculation result field.
2. Creating a calculation formula that uses the SUM function to total the Equipment Cost record set field.

To create a SUM formula for the above scenario follow these steps.

• Navigate to Manage → Leads → Manage Lead Field Calculations.
• Click Add New Calculation.
• Select Total Equipment Cost as the target field.

• Click SUM. A pop-up appears showing all available record set fields. Select the Equipment Cost field.

  

• Save the function. It then appears in the formula box.

  

You can then begin adding equipment to the merchant record set, and Total Equipment Cost will automatically show the sum of all equipment entries.

In the example below, the Total Equipment Cost field is calculated as $55.

AVG

The AVG function allows you to calculate the average value of selected lead fields.

This setup is accomplished by:

1. Creating a calculation result field where the average will be displayed.
2. Creating a calculation formula that uses the AVG function and selecting the lead fields to include in the average.

To create the calculation formula with AVG follow these steps.

• Navigate to Manage → Leads → Manage Lead Field Calculations.
• Click Add New Calculation.
• Select the calculation result field that should display the average.

• Click AVG and select the lead fields you want to average.

  

• Save the formula. The target field will display the average of the selected fields.

  

LOOKUP

The LOOKUP function allows you to calculate a value based on a selected dropdown option.

For example, assume your lead includes these three fields:

• An Equipment Model dropdown listing supported equipment models.
• A Quantity number field.
• An Equipment Cost calculation result field.

When a user selects a model and enters a quantity, the Equipment Cost field is automatically calculated using the selected model value multiplied by the quantity entered.

This setup is accomplished by:

1. Creating a lookup table with key/value pairs. For each equipment model, define its corresponding value and field type such as dollar, percentage, or number.
2. Creating a lead dropdown with the same options used in the lookup table.
3. Configuring a calculation formula that multiplies the selected dropdown value by the quantity and saves the result in the calculation result field.

Creating a lookup table

• Navigate to Manage → Leads → Lookup Tables.

• Click Add Lookup Table, enter the table name, and save it.

  

• Find the lookup table you created and click Manage Values.
• Click Add Value to begin adding lookup values. For each value, enter a name, type, and value.

Creating a lead dropdown

• Navigate to Manage → Leads → Manage Lead Fields.
• Click Add/Remove Fields on the appropriate tab.
• Click Add New Field.
• In the pop-up, enter a name for the field, select the Dropdown type, and enter the dropdown options. The option text must match the lookup table values exactly, such as Dejavoo Z8.

Creating a formula with LOOKUP

• Navigate to Manage → Leads → Manage Lead Field Calculations.
• Click Add New Calculation.
• Select Equipment Cost as the target field.
• Use Add Data Fields to add the Qty field to the formula box.
• Click LOOKUP to configure and save the lookup settings. Select the Equipment Model dropdown as the lookup field and select the equipment lookup table created earlier.

• When finished, add the multiplication operator and drag it between the LOOKUP function and the Qty field. Your formula should look similar to the example below.

  

Your lookup configuration is now complete. Test the calculation on the lead page to confirm it is working as expected.