With all the manual updates/changes that happen to deals, we would like to show the total value of all invoices (on the same deal), compare that to the deal amount, and also total the line items (on the same deal) - to make sure all three areas match. We can tell pretty quickly if they total of the line items equals the total of the deal amount, it’s this third item that we can’t verify without manually checking.
Total Invoice Total = Deal Amount = Line Item Total
Anyone have a workaround for this? If there is a mismatch, we would then like to send a notification to the deal owner to verify their deal.
A good way to automate this comparison in HubSpot is by using custom properties, workflows, and reports.
Here’s a workaround:
1. Create custom properties. Add a property for Total Invoice Amount (calculated from associated invoices) and Add a property for Total Line Item Amount (sum of all line items).
2. Use workflows for automatic validation. Set up a workflow that compares these values against the Deal Amount and if there’s a mismatch, trigger an internal notification to the deal owner. Optionally, tag a deal as Needs Review if discrepancies exist.
3. Custom reports and dashboards. Build a report that pulls these three values into one view. Apply filters to show deals where amounts don’t match so they can be checked quickly.
This approach automates the validation process and reduces manual checking. Let me know if it helped.
This worked out great! Calculation fields are new to me… so thank you for pointing me in the right direction.
The only note I would make is that there is no field to field comparison native to the workflows. You will have to build a custom code solution.
I’m glad it was helpful. I appreciate your comment and will take it into consideration.