Formula Builder

When adding or editing a benefit or cost, you can switch from a simple numeric value to the Formula mode. The Formula Builder lets you define dynamic calculated values using variables, operators, and built-in functions. This is useful when a value depends on multiple inputs or business logic.

Variables

Variables let you define named inputs that feed into your formula. Click + Add variable to create one, give it a name (e.g., headcount, salary), and assign a value. Variables can then be referenced by name directly in the formula expression.

Operators

Category	Operators	Description
Arithmetic	`+ − × ÷ () ^`	Standard math operations.
Comparison	`< >`	Compare two values. Returns true or false - used inside conditional logic.
Conditional	`? :`	Ternary operator used to write if/else logic inline.
Logical	`and or not is not true false`	Combine or negate conditions.

Functions

Function	Description
`abs(x)`	Returns the absolute value of `x`.
`round(x)`	Rounds `x` to the nearest integer.
`min(x, y)`	Returns the smaller of two values.
`max(x, y)`	Returns the larger of two values.
`sqrt(x)`	Returns the square root of `x`.

Templates

The Formula Builder includes four pre-built templates to get you started quickly. Click any template to insert it into the formula field, then modify the variables as needed.

Template	Syntax	Use case
If / Else	`condition ? trueValue : falseValue`	Return different values depending on whether a condition is met.
If / Else if / Else	`condition1 ? value1 : condition2 ? value2 : value3`	Chain multiple conditions.
Capped value	`min(value, cap)`	Ensure a value does not exceed a maximum ceiling.
% of threshold	`value > threshold ? value * rate : 0`	Apply a rate only when a value exceeds a threshold.

As you build the formula, the Calculated value field at the bottom of the builder updates in real time to show the current result.

Formula mode applies to both Benefits and Costs. Switch between Simple and Formula modes at any time using the tab toggle above the value input field.

Intro

Getting Started

Organization Settings

Managing Your Workspace

Financial Analysis

Workflows

Variables

Operators

Functions

Templates

​Variables

​Operators

​Functions

​Templates

Variables

Operators

Functions

Templates