Hi everyone,
My first post here! I have a quota software that looks at HubSpot Deal Objects. I need a property that looks at a company field or the FIRST deal to calculate the total duration the company has been a “customer.”
When I choose the custom equations, I can’t find a way to calculate them. I appreciate any help!
Hi @DDeter,
Since you want to calculate a duration here, today’s date is needed - and unfortunately that’s not something HubSpot offers out of the box.
If you have Operations Hub Professional, this is best set up with a daily recurring workflow that sets a “Today’s date” property to the current date. If you don’t have Operations Hub Professional, here is a workaround: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Setting-Today-s-Date-with-Workflows/m-p/883062#M7076
Once you have “Today’s date”, you can create a calculation property and for calculation type, you wouldn’t choose custom formula but “duration between”. You can then enter the company “Close date” property for the start date and the “Today’s date” for the end date.
Let me know if you have any follow-up questions!
Thank you, Karsten - this is very helpful!
Hey @DDeter
so the main complication for the moment
is as Karsten said having the "today"property set up to calculate the total duration the company has been a “customer.”
You can always use Operations Hub or 3rd party tools like Zapier to create that timestamp for today specially if you are looking at this calculation frequently.
BUT if you want something simpler to be updated/looked once in a while
you can create a “Today” property that you update manually to the current date
and then have your calculated property that makes the ecuation between "become a customer date"and your new "today"property.
This could be another manual workaround.
For the calculated property then you can set the time between this 2 properties
like this:
hope this helps
Thank you Lucila! This will definitely work if I can’t get it automated!
