What it is
Formula fields in Carta's CRM calculate metrics like EV/EBITDA, margins, and days in stage automatically on every record. As you type, field-name autocomplete fills in your options, and the result renders live on real or sample records. Inline error detection flags problems as you write and offers a one-click fix.
Why it matters
For deal teams tracking custom metrics across a portfolio, formula fields update automatically as underlying data changes. Live preview and inline error detection catch mistakes before they run on every record.
