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Cross-Sell summary formulas

This article is for admins and power users who want calculated totals on a Cross-Sell Map. Sellers who only read the grid can skim the example and skip setup.

Relationship Map-only customers do not have Cross-Sell. This page is Crush-only.

What a summary formula is

A summary formula is a calculation that uses existing amount types. The result shows in the map’s row summaries and column summaries.

Formulas are not amount types:

  • They do not appear in the amount type filter.
  • You cannot enter a formula value on a cell.
  • They do not create a tile.

Crush does not ship formulas. You create the ones your org needs.

Write a formula

Surround each amount type name or abbreviation with curly braces, then add the math:

{Current Spend} + {Upside}

or, using abbreviations:

{Current} + {Upside}

Supported math is +, -, *, /, and parentheses. If a referenced amount type is missing or the expression cannot be calculated, the total shows as -.

Create a formula from the map

  1. Open the Cross-Sell Map.
  2. Open the gear.
  3. Click New Summary Formula.
  4. Enter a Label.
  5. Enter the Formula.
  6. Set Display Type (usually Currency).
  7. Optionally set a Color.
  8. Check Apply To All Cross-Sell Maps if every map should use it. Otherwise associate it to the maps that need it.
  9. Save.

The new total appears in Row Summaries and Column Summaries under the summary strip.

You can also create Cross-Sell Summary Formula records directly in Salesforce.

Limitation — the formula section can disappear

If you uncheck every amount type in the map filter, the row and column summary section hides — even when a formula exists.

That is a known product limitation, not an empty-formula state. The section should stay visible when at least one formula exists.

What to do: turn at least one amount type back on in the filter. The formula totals return with the summary accordion.

Errors and edges

  • The formula is not in the amount type list. Expected. Look in Row Summaries / Column Summaries.
  • The result is “-”. A name in {braces} does not match an amount type name or abbreviation on this map, or the expression is not valid math.
  • The formula is missing on another map. Apply To All Cross-Sell Maps is off and that map has no association.

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