Sales formulas that close deals, not tickets.
Formula Genius helps sales teams generate spreadsheet formulas, SQL queries, and regex patterns from plain-English descriptions, then review the output and check supported formulas. Review generated results before using them in your work.
Pipeline health scores, commission models, and quota tracking — without asking the data team. Get formula drafts with explanations, then review them against your data.
"Calculate commission on a tiered structure: 5% on first $50K, 8% on $50K-$100K, 12% above $100K"
=MIN(sales, 50000)*0.05
+ MAX(MIN(sales-50000, 50000), 0)*0.08
+ MAX(sales-100000, 0)*0.12Spreadsheet challenges that sales teams face every day.
Commission calculations are error-prone
Tiered commissions, accelerators, spiffs, and clawbacks create formulas that are nearly impossible to get right manually.
CRM exports need heavy cleanup
Salesforce, HubSpot, and Pipedrive exports come with messy dates, duplicates, and inconsistent formatting that needs fixing before analysis.
Pipeline reporting takes too long
Building weighted pipeline forecasts, stage conversion rates, and deal velocity reports from raw CRM data is a weekly time sink.
Real formulas for sales teams
Describe what you need. Review a formula draft and the checks available.
"Calculate quota attainment percentage for each rep"
=IFERROR(actual_sales/quota_target, 0)"Weighted pipeline value based on stage probabilities"
=SUMPRODUCT(deal_amount * CHOOSE(MATCH(stage, {"Prospect","Discovery","Proposal","Negotiation","Closing"}, 0), 0.1, 0.25, 0.5, 0.75, 0.9))"Average days from opportunity created to closed-won by rep"
SELECT rep_name,
ROUND(AVG(closed_date - created_date), 1) AS avg_days_to_close,
COUNT(*) AS deals_closed
FROM opportunities
WHERE status = 'Closed Won'
GROUP BY rep_name
ORDER BY avg_days_to_close;"Clean and standardize company names from CRM export"
=TRIM(PROPER(SUBSTITUTE(SUBSTITUTE(CLEAN(A2), " ", " "), "Llc", "LLC")))Features that matter for sales teams.
Commission calculators
Tiered rates, accelerators, quarterly bonuses, and clawback logic. Describe your comp plan in English and get a formula draft to review against expected results.
CRM data cleanup
TRIM, CLEAN, SUBSTITUTE, and regex formulas that fix messy CRM exports — names, dates, phone numbers, and duplicate detection.
Pipeline analytics
Stage conversion rates, deal velocity, weighted forecasts, and win/loss analysis — the formulas every sales leader needs.
Quota and territory modeling
Top-down and bottom-up quota allocation, territory sizing, and what-if scenarios using spreadsheet formula drafts with explanations.
Frequently asked questions
Can it handle our specific commission structure?
Describe your plan in plain English — tiered rates, accelerators, quarterly triggers, team overrides. Formula Genius generates the calculation with all edge cases handled.
Does it work with Salesforce data?
Yes. Generate formulas that work with standard Salesforce export formats. XLOOKUP for cross-object references, text functions for field cleanup, and SQL for SOQL-style queries.
Can it build a full pipeline dashboard?
Generate the individual formulas for each metric — conversion rates, weighted pipeline, velocity — and plug them into your existing spreadsheet or dashboard tool.
Put this workflow to work.
Describe what you need in plain English. Review the generated result, its explanation, and any available checks before using it.