Creating multiple conditions for calculated property

CRM & Sales CRM
1

Hi There,

I am needing to create a calculated property around “forecasted amount” that takes into account several different factors. Essentially I have created custom fields to separate out renewal amount and expansion amount as components of the same deal. I need to now be able to weight those two values differently and then create a sum of the overall forecasted value.

Here is an example of how that might look to calculate this new field “Overall Weighted Amount”

If in stage A, Stage, C and Stage F: [Amount] *[Deal Probability]

If in Stage b, d, or E: [( Renewal amount *80 ) + (Expansion Amount *[Deal Probability]

I need help knowing if there is a way to create a single calculated fields with the conditions above.

Thanks in advance for your help!

2

Hi @Snapdragon23,

Are you on any Pro or Enterprise plan?

If so, have you tried creating a calculated property? It seems doable with the logic you outlined.

Another option could be to create a workflow or two with the criteria you mentioned. I believe you’d need an Ops Hub Pro subscription to leverage the Custom code step.

Curious to hear if you’ve tried either of these options!

Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier.

3

Hi @Snapdragon23,

Yes, that should work, see the examples here :slightly_smiling_face: Create calculation and rollup properties

Best regards!

4

@RSchweighart @karstenkoehler I have taken a look at this article but am running into errors actually building in the formulas. Any idea how you would specifically format this?

5

Hi @Snapdragon23,

What if you tried something like this?

if(
 [Stage] = "A" or [Stage] = "C" or [Stage] = "F", 
 [Amount] * [Deal Probability], 
 if(
 [Stage] = "B" or [Stage] = "D" or [Stage] = "E", 
 ([Renewal Amount] * 0.8) + (Expansion Amount * [Deal Probability]), 
 0
 )
)

(updated 3/25/24 at 7:21pm EST)

It is basically two IF statements, and if none of the conditions are met, it will return 0.

Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier.

6

@RSchweighartThanks for your example here.