Calculated attributes help you collect and total numeric data across your workspace so you can understand customer behavior at a glance. Instead of checking single actions one by one, your team can automatically combine data (like order totals or event counts) to build richer customer profiles and smarter segments.
Calculated attributes are dynamic numeric fields in Positive User that count, sum, average, or calculate the median value of data generated across your workspace.
Rather than tracking isolated actions, they give you an aggregated total across specific timeframe windows - such as calculating a customer's total lifetime spend or counting total add-to-cart events across your entire workspace.
In simple terms, calculated attributes take numbers from your tracked interactions, run basic math on them (like adding them up or finding an average), and save the final result where you need it.
To set up a calculated attribute, go to "Data" → “Advanced” → "Calculated Attributes" → "New calculated attribute".
Your team can customize calculated attributes to pull numeric data from multiple system objects and track them across custom timeframes:
Data Sources: Aggregate metrics from an "Event", "Event with specific attribute", "Deals", "Email activity", "Product event", or "Contacts".
Calculation Methods: Count total occurrences ("Count"), sum up numeric values ("Total of attributes"), or calculate the "Average" or "Median".
Timeframes: Select a fixed timeframe ("Calendar") or a rolling day window ("Relative") to measure past performance.
Target Scope: Calculate dynamic metrics for "Each contact", "Each company", or calculate overall workspace totals using "All contacts".
Using calculated attributes simplifies data management and unlocks precise targeting options across your workspace.
Data Structure: Connects raw interactions (such as product events, email tasks, or deals) directly to contacts, companies, or total workspace metrics.
Management: Keeps your data automatically updated behind the scenes, removing the need for manual record updates or spreadsheet exports.
Segmentation: Group contacts based on calculated behavior over time. For example, you can build target lists of high-spending buyers or contacts who have reached a specific activity threshold.
Personalizing campaigns: Insert calculated metrics directly into campaign messages using dynamic content to display personalized totals, like accumulated loyalty points or recent order counts.
Triggering automations: Launch automated workflows when a calculated attribute hits a specific benchmark, such as sending a special reward when a contact's total spending passes a set amount.
Filtering: Filter lists in sections like "Contacts" or "Sales" to instantly highlight top opportunities or active leads based on calculated metrics.
Unlocking aggregated data opens up exciting possibilities for your marketing, sales, and support goals. Here is how you can apply “calculated attributes” to your daily operations:
Measure Customer Lifetime Value (LTV): Sum up the total value of all deals or purchases associated with a contact. This highlights your top-tier VIP customers so you can reward them using the loyalty program.
Track Purchase Frequency: Count the number of purchases per contact within a specific window (e.g. the last 30 days) to spot trending buyer behavior or identify slipping engagement.
Analyze Average Deal Value: Calculate the average cost of closed deals within a given timeframe. This helps sales teams evaluate performance and forecast upcoming revenue accurately.
Monitor Email Engagement: Count total email opens or clicks over the last month to trigger re-engagement campaigns for inactive leads or special rewards for your top readers.
Track Feature & Product Usage: Aggregate key product events (like feature uses or app logins) to identify power users ready for an upsell or a review request.
