Create a deal property that calculates the uninvoiced amount of a deal

BRodriguez36 — Mon, 21 Oct 2024 10:22:23 GMT

Hi,

I am trying to build up a report of deals not yet invoiced and can't find the way to do it.

Examples below

For example, Terri has £15,220.16 of sales but only £13,075.13 has invoiced therefore there is £2,145.03 un invoiced.

I want a dashboard that shows how this amount is made up by showing customer name and order value 😊"

So it’s the difference between the 2 reports that we need if that makes sense?

I think the best way is to build a new deal or company property (I don't know) called uninvoiced_amount that tells me this difference but I don't know how to go about it. When I reach the function step i get stuck as I don't know how to make hubspot calculate the difference.

I have a deal property called document_type with the categories: Order, Invoice, Quote. I am only interested in Order and Invoice. Order is when it hasn't been paid yet. Invoice means the've left the warehouse and have been paid. So a deal is either Order, Invoice or Quote. And every Order deal has an Invoice deal associated. In the Invoice properties I can find the Order identifier in the property "parentdeal" and the Invoice identifier is under the propertie "deal_name".

I don't know if I am explaining myself very well.

If you can help me I'd be very grateful

Thank you
Blanca

Re: Create a deal property that calculates the uninvoiced amount of a deal

karstenkoehler — Mon, 21 Oct 2024 10:43:15 GMT

Hi @BRodriguez36,

Calculation properties can only reference property value of the same record they're being displayed on – in your case however, the invoiced amount is on associated deal, if I understand you correctly.

Before you can reference it in the calculation, you would first have to make it available on the main deal, e.g. through a sync property: https://knowledge.hubspot.com/properties/create-sync-properties

This sync property would sync the value from the associated deal into the main deal. Ideally, you're using an association label to label invoice deals. That would allow you to specify that label in the sync property.

Once the sync property is created, the value of the associated invoice deals is available on the main deal – and you can use it in the equation.

Let me know if you have any follow-up questions!

topic Create a deal property that calculates the uninvoiced amount of a deal in Dashboards & Reporting

Create a deal property that calculates the uninvoiced amount of a deal

Re: Create a deal property that calculates the uninvoiced amount of a deal