So, my overall goal is to create a property in HubSpot that calculates a customers’ total average spend based on rolling time frames (e.g. last 90 days, last 365 days).
This is proving more challenging than we anticipated.
To start with we thought creating a deal property ‘Days since close’ that calculates the number of days between today and the deal close date would help us get closer to the average, however i can’t find a way as i don’t think you can have a property for ‘today’s date’.
On the company object, create a roll up property that sums up the amount of the associated deals and, as a condition, add the time since property you created: Create calculation and rollup properties
The time since condition is a new feature (as of this week), let me know if you’re seeing it or not.
Amazing yes this works! I used the time since function to create the time since close property on the deal. Then a roll up property for ‘total spend in the last 90 days’ then a calculation property that divides the total spend by 3 for the average monthly spend
What’s you final Company Rollup field look like? I cannot get this to work correctly.
My Time Since Close field on the deal gives me the correct values on the Deal object:
