{"componentChunkName":"component---src-templates-playbook-js","path":"/playbooks/common-room-101-how-to-build-a-calculated-field/","result":{"data":{"doc":{"_type":"playbook","_id":"3ea3510c-78e3-40c9-8207-91bf5af13428","_updatedAt":"2026-02-27T17:13:36Z","_createdAt":"2026-02-27T16:29:47Z","status":"hidden","title":"Common Room 101: How to build a Calculated Field","_rawExcerpt":null,"mainImage":null,"slug":{"current":"common-room-101-how-to-build-a-calculated-field"},"teams":["Marketing","Sales"],"skill":"Medium","integrations":[],"suggestions":[],"relatedPlaybooks":[],"_rawBody":[{"_key":"4bcf3fed5d69","_type":"block","children":[{"_key":"4bea00205e6b","_type":"span","marks":[],"text":"How to Build a Calculated Field in Common Room"}],"markDefs":[],"style":"h2"},{"_key":"e459c3b0673b","_type":"block","children":[{"_key":"bd686923ef43","_type":"span","marks":["strong"],"text":"Purpose:"},{"_key":"e50443a5f334","_type":"span","marks":[],"text":" This guide enables users to independently build calculated fields at the organization level to surface intent data; such as role counts and active job listings, without manual research."}],"markDefs":[],"style":"normal"},{"_key":"7ad2a1b5fb1d","_type":"externalVideo","file":{"_type":"file","asset":{"_id":"file-ea4eafdfb55d835d6d0256b7c7804e1c951c5811-mp4","_type":"sanity.fileAsset","_rev":"9YH4S3c37T4AFCl7nWrzjh","_createdAt":"2026-02-27T17:12:29Z","_updatedAt":"2026-02-27T17:12:29Z","assetId":"ea4eafdfb55d835d6d0256b7c7804e1c951c5811","extension":"mp4","mimeType":"video/mp4","originalFilename":"Common Room 101_ Calculated Fields.mp4","path":"files/vt347z5x/production/ea4eafdfb55d835d6d0256b7c7804e1c951c5811.mp4","sha1hash":"ea4eafdfb55d835d6d0256b7c7804e1c951c5811","size":9972878,"uploadId":"0POYyK9j06N4vSQwIVnenHfHNZMNnr5X","url":"https://cdn.sanity.io/files/vt347z5x/production/ea4eafdfb55d835d6d0256b7c7804e1c951c5811.mp4","filename":"Common Room 101_ Calculated Fields.mp4","placeholderUrl":null,"id":"file-ea4eafdfb55d835d6d0256b7c7804e1c951c5811-mp4","children":[],"parent":null}}},{"_key":"9a93616fe8a1","_type":"block","children":[{"_key":"d7378288b677","_type":"span","marks":[],"text":" "}],"markDefs":[],"style":"normal"},{"_key":"b0553a4ab592","_type":"block","children":[{"_key":"d3eeb0bb5611","_type":"span","marks":[],"text":"What Is a Calculated Field?"}],"markDefs":[],"style":"h3"},{"_key":"70f7cd5fc8bd","_type":"block","children":[{"_key":"84cec19a3026","_type":"span","marks":[],"text":"A calculated field is an automatically updated, count-based data point that lives on an organization's profile. Rather than manually tracking how many prospects work at a company or how many roles they're hiring for, Common Room does the counting for you based on criteria you define. These fields serve as building blocks for segments, scoring models, and prioritization workflows."}],"markDefs":[],"style":"normal"},{"_key":"2266794dad3b","_type":"block","children":[{"_key":"b7aa7ae42bcb","_type":"span","marks":[],"text":" "}],"markDefs":[],"style":"normal"},{"_key":"13afe8970923","_type":"block","children":[{"_key":"97a8604050b9","_type":"span","marks":[],"text":"Before You Begin"}],"markDefs":[],"style":"h3"},{"_key":"63eedc97fc4a","_type":"block","children":[{"_key":"af033c550a94","_type":"span","marks":[],"text":"Make sure you have admin or settings-level access in Common Room. Calculated fields are created at the organization level and will appear in key fields on org profiles once published."}],"markDefs":[],"style":"normal"},{"_key":"c989cf6a618d","_type":"block","children":[{"_key":"527be3f9a371","_type":"span","marks":[],"text":" "}],"markDefs":[],"style":"normal"},{"_key":"919a94aefe53","_type":"block","children":[{"_key":"18d92b8299bd","_type":"span","marks":[],"text":"Step-by-Step: Creating a Calculated Field"}],"markDefs":[],"style":"h3"},{"_key":"e49fd6b6bb68","_type":"block","children":[{"_key":"61fa9e46b8f5","_type":"span","marks":["strong"],"text":"Step 1 — Navigate to Fields"},{"_key":"a1fcbe68d831","_type":"span","marks":[],"text":" From your home screen, open the sidebar in the upper left corner, scroll down to Settings, then select Fields from the left-hand menu (approximately the fourth option down)."}],"markDefs":[],"style":"normal"},{"_key":"8766271740d4","_type":"block","children":[{"_key":"30e381ebfc95","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"cf9fceab61be","_type":"block","children":[{"_key":"e5b8baa84ba7","_type":"span","marks":["strong"],"text":"Step 2 — Create a New Field"},{"_key":"64d9f4d036df","_type":"span","marks":[],"text":" In the upper right corner of the Fields page, click New Field. Select Organization as the field level (not Contact)."}],"markDefs":[],"style":"normal"},{"_key":"716917684ee6","_type":"block","children":[{"_key":"ce862eeae058","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"d7e19fc69f66","_type":"block","children":[{"_key":"9e461f4ae2a2","_type":"span","marks":["strong"],"text":"Step 3 — Name and Configure the Field"},{"_key":"f799db716366","_type":"span","marks":[],"text":" Give your field a descriptive name (e.g., \"Number of Marketers\" or \"Hiring for Marketing\"). Change the field type from Text to Calculated by Count."}],"markDefs":[],"style":"normal"},{"_key":"815f65ec2502","_type":"block","children":[{"_key":"9590f9f30400","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"d3e18583647b","_type":"block","children":[{"_key":"d142e2b4d0ad","_type":"span","marks":["strong"],"text":"Step 4 — Set a Calculated Trend (Optional)"},{"_key":"3f679deb8619","_type":"span","marks":[],"text":" If you want to track growth or decline over time, enable the Calculated Trend toggle. Set a time window ranging from the last 1 day up to the last 365 days. This is useful for tracking whether a team is growing or shrinking at a target account."}],"markDefs":[],"style":"normal"},{"_key":"d77a72127f02","_type":"block","children":[{"_key":"3f1809a09008","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"519ef2273266","_type":"block","children":[{"_key":"d284b55c2357","_type":"span","marks":["strong"],"text":"Step 5 — Select Your Data Source"},{"_key":"5a93c09c15d4","_type":"span","marks":[],"text":" Choose what you want Common Room to count from. Options include Contacts, Prospector, Job Listings, and News & Events. Select the source most relevant to your use case."}],"markDefs":[],"style":"normal"},{"_key":"be958580737f","_type":"block","children":[{"_key":"8d3540a6090a","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"7d468851f92a","_type":"block","children":[{"_key":"dc6f9d10b0eb","_type":"span","marks":["strong"],"text":"Step 6 — Define Your Criteria"},{"_key":"eb9d8f4758a6","_type":"span","marks":[],"text":" Add filters to narrow what gets counted. Criteria options vary by data source but commonly include Title, Location, Job Change, and Job Listing Status. Add all relevant variations to ensure accurate coverage (e.g., both \"Marketer\" and \"Marketing\" as title values)."}],"markDefs":[],"style":"normal"},{"_key":"edd99d111329","_type":"block","children":[{"_key":"060a0cb2b05a","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"3ee14f1d6dd7","_type":"block","children":[{"_key":"bfae30db1a20","_type":"span","marks":["strong"],"text":"Step 7 — Save the Field"},{"_key":"5650b65deed8","_type":"span","marks":[],"text":" Once your criteria are set, click Save. Your calculated field is now active."}],"markDefs":[],"style":"normal"},{"_key":"5624dca79303","_type":"block","children":[{"_key":"e6bdf9287548","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"5e613f8e7437","_type":"block","children":[{"_key":"d6e83beb4df1","_type":"span","marks":["strong"],"text":"Step 8 — Add to Key Fields"},{"_key":"e5a5d85449b0","_type":"span","marks":[],"text":" Check the box next to your new field name and select Add to Key Fields. This surfaces the field prominently on every organization profile."}],"markDefs":[],"style":"normal"},{"_key":"e5cc70f93ae2","_type":"block","children":[{"_key":"62de60255ec3","_type":"span","marks":[],"text":" "}],"markDefs":[],"style":"normal"},{"_key":"aa1df2cfccff","_type":"block","children":[{"_key":"c938c9650d60","_type":"span","marks":[],"text":"Use Case Examples"}],"markDefs":[],"style":"h3"},{"_key":"0ad5e555e91a","_type":"block","children":[{"_key":"b6c8a3def5a7","_type":"span","marks":["strong"],"text":"Use Case 1: Count of a Specific Role"},{"_key":"b9ffc276830b","_type":"span","marks":[],"text":" "},{"_key":"21026eab30d2","_type":"span","marks":["em"],"text":"Goal:"},{"_key":"c19766be3312","_type":"span","marks":[],"text":" Know how many marketers work at a target organization. Data Source: Prospector | Criteria: Title contains \"Marketer\" or \"Marketing\""}],"markDefs":[],"style":"normal"},{"_key":"714a6fa346a3","_type":"block","children":[{"_key":"74e86a63917a","_type":"span","marks":[],"text":""}],"markDefs":[],"style":"normal"},{"_key":"6b2cdf47a3ee","_type":"block","children":[{"_key":"682c978cdb2b","_type":"span","marks":["strong"],"text":"Use Case 2: Active Hiring for a Specific Function"},{"_key":"2ac3e7e15670","_type":"span","marks":[],"text":" "},{"_key":"94f7199bd3d5","_type":"span","marks":["em"],"text":"Goal:"},{"_key":"ef29b76da351","_type":"span","marks":[],"text":" Know if an org is actively hiring in a function relevant to your product. Data Source: Job Listings | Criteria: Status = Open, Published Date = less than 14 days ago, Title contains \"Marketer\" or \"Marketing\""}],"markDefs":[],"style":"normal"},{"_key":"0299ddd42144","_type":"block","children":[{"_key":"b96c4a726146","_type":"span","marks":[],"text":" "}],"markDefs":[],"style":"normal"},{"_key":"029cc6975bdd","_type":"block","children":[{"_key":"5bc6bb537c89","_type":"span","marks":[],"text":"How to Use These Fields Downstream"}],"markDefs":[],"style":"h3"},{"_key":"116b22dcdb76","_type":"block","children":[{"_key":"0a93ee5b4c83","_type":"span","marks":[],"text":"Once built, calculated fields can be used to build segments (e.g., \"orgs with 5+ marketers\"), power scoring models (e.g., award points when a company is actively hiring in your buyer persona), or trigger outreach workflows based on hiring signals."}],"markDefs":[],"style":"normal"},{"_key":"7f162f62bd9c","_type":"block","children":[{"_key":"76adc2fbd563","_type":"span","marks":[],"text":" "}],"markDefs":[],"style":"normal"},{"_key":"416a800f24bc","_type":"block","children":[{"_key":"ff2b65a7666e","_type":"span","marks":[],"text":"Tips for Success"}],"markDefs":[],"style":"h3"},{"_key":"afa072ed33d0","_type":"block","children":[{"_key":"f7fa1f14ddbb","_type":"span","marks":[],"text":"Add multiple title variations to capture the full range of how roles are labeled. Use the trend feature when hiring velocity or team growth is a qualifying signal for your team. Revisit and refine criteria over time as you see which fields drive the most accurate prioritization."}],"markDefs":[],"style":"normal"}],"authors":[],"categories":[]},"recentPosts":{"edges":[{"node":{"_type":"post","id":"-2a781d3d-59bd-5d59-9628-7b6fb046b006","_id":"6f3c24b4-9258-4973-8d89-48d05d58eb83","publishedAt":"2026-05-13T15:59:00.000Z","_createdAt":"2026-05-13T15:57:32Z","_updatedAt":"2026-05-13T17:06:29Z","categories":[],"mainImage":{"crop":null,"hotspot":null,"asset":{"_id":"image-919feeef274091a84e91008f076e253098ef393d-1280x672-png","altText":null,"extension":"png","metadata":{"hasAlpha":true,"dimensions":{"height":672,"width":1280,"aspectRatio":1.9047619047619047}}},"layout":null,"alt":"an iceberg with \"the build\" listed at the top, and required layers beneath it"},"title":"Most GTM AI never makes it to production. The reason isn't the model.","_rawExcerpt":null,"readingTimeInMinutes":7,"slug":{"current":"build-vs-buy"},"isFeatured":null,"hideMainMedia":null,"cardImage":{"crop":null,"hotspot":null,"asset":{"_id":"image-919feeef274091a84e91008f076e253098ef393d-1280x672-png","altText":null,"extension":"png","metadata":{"hasAlpha":true,"dimensions":{"height":672,"width":1280,"aspectRatio":1.9047619047619047}}}},"mainVideo":null,"graphic":null,"status":"published","authors":[],"companies":[]}},{"node":{"_type":"post","id":"-d1f37747-16ae-5a5b-8c43-b9d2c36e6b71","_id":"4d47240a-0d16-4a75-866b-a63d6f04788b","publishedAt":"2026-05-07T17:40:00.000Z","_createdAt":"2026-04-30T16:24:56Z","_updatedAt":"2026-05-08T21:06:26Z","categories":[],"mainImage":{"crop":null,"hotspot":null,"asset":{"_id":"image-a1b92661fdad94090c34fea3d38912768ca8b8c8-2560x1344-png","altText":null,"extension":"png","metadata":{"hasAlpha":true,"dimensions":{"height":1344,"width":2560,"aspectRatio":1.9047619047619047}}},"layout":null,"alt":"Image showing scattered intent data vs buyer intelligence"},"title":"What is buyer intelligence? The complete guide for GTM teams","_rawExcerpt":[{"_key":"980af36c6d6d","_type":"block","children":[{"_key":"332d6d3aec38","_type":"span","marks":[],"text":"Intent data tells you an account is interested. Buyer intelligence tells you who, why, and what to do next. Here's how GTM teams are making the shift."}],"markDefs":[],"style":"normal"}],"readingTimeInMinutes":13,"slug":{"current":"what-is-buyer-intelligence"},"isFeatured":null,"hideMainMedia":null,"cardImage":null,"mainVideo":null,"graphic":null,"status":"published","authors":[{"_key":"1b2942fe81df","author":{"image":{"crop":{"_key":null,"_type":"sanity.imageCrop","top":0,"bottom":0,"left":0,"right":0},"hotspot":{"_key":null,"_type":"sanity.imageHotspot","x":0.5,"y":0.5,"height":1,"width":1},"asset":{"_id":"image-cb94b709e7a3b8f6b7cd080458b41ca80e3c306d-400x326-png"}},"name":"Annisha Lashand","title":"Content Marketing Lead"}}],"companies":[]}},{"node":{"_type":"post","id":"-5186fb8e-1a99-57a5-8511-89108db3ceb3","_id":"4566fb0b-71ff-4298-a085-0447fab4724c","publishedAt":"2026-04-23T14:12:00.000Z","_createdAt":"2026-04-22T14:15:39Z","_updatedAt":"2026-04-23T17:48:16Z","categories":[],"mainImage":{"crop":null,"hotspot":null,"asset":{"_id":"image-b0be4dcbd03134372f8f602a4a23b47f3d15ca93-5334x2800-jpg","altText":null,"extension":"jpg","metadata":{"hasAlpha":false,"dimensions":{"height":2800,"width":5334,"aspectRatio":1.905}}},"layout":null,"alt":"Photo of Heath Barnett, VP of Revenue at Mixmax with the title \"How Mixmax Built a Precision GTM Maching Inside Common Room\""},"title":"80% win rate, three daily tools, one platform: inside Mixmax's GTM architecture","_rawExcerpt":null,"readingTimeInMinutes":8,"slug":{"current":"gtm-heroes-spotlight-3"},"isFeatured":null,"hideMainMedia":null,"cardImage":{"crop":null,"hotspot":null,"asset":{"_id":"image-b0be4dcbd03134372f8f602a4a23b47f3d15ca93-5334x2800-jpg","altText":null,"extension":"jpg","metadata":{"hasAlpha":false,"dimensions":{"height":2800,"width":5334,"aspectRatio":1.905}}}},"mainVideo":null,"graphic":null,"status":"published","authors":[{"_key":"acb877edcd56","author":{"image":{"crop":{"_key":null,"_type":"sanity.imageCrop","top":0,"bottom":0,"left":0,"right":0},"hotspot":{"_key":null,"_type":"sanity.imageHotspot","x":0.5,"y":0.5,"height":1,"width":1},"asset":{"_id":"image-cb94b709e7a3b8f6b7cd080458b41ca80e3c306d-400x326-png"}},"name":"Annisha Lashand","title":"Content Marketing Lead"}}],"companies":[]}}]}},"pageContext":{"id":"-11df6710-aa51-5043-8d9b-9122479aeea5","now":"2026-05-16","series":null,"integrations":null,"categories":[],"signalSources":[]}},"staticQueryHashes":["1103062666","1114827244","1205817653","1232385435","1291262602","1342715763","1376961975","1427225953","1520198276","1590856782","1594459315","1645518079","1702343420","189493211","2141329968","2267330285","2344000787","2348058626","2349192796","2392551400","2520474177","2608229151","2694698993","2763739722","277772772","2926084749","2929656701","3030471832","3287603011","3302639276","3304847038","3668403506","3696059859","3822191430","3909597242","3917076254","4160255059","4201871693","455672959","648930592","709110368","769109155","779970088","975170159"]}