How to roll-up sum deals without association label?

Smart CRM & Sales Hub CRM
1

I’m trying to create a calculated property to sum all of my deals that do not have an association label.

Here’s the kind of roll-up I’m trying to do -- the difference is that I want to sum all the deals without the association label “soft credit” (it’s our only association label)

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Is there any way to do this? Being able to bulk label all deals without an assocation label with a new label would also work so I could filter for that label.

One thing I’ve tried is to do total revenue (which is the sum of all deals) minus the sum of all deals with an association label. You run into problems here for records without any deals with assocation labels, as calculated properties don’t work if one of the properties is empty. And, my usual workaround to this of creating a new property that copies the property when the property changes but is 0 if the property is empty, doesn’t work here as you can’t trigger workflows off of calculated properties.

Any ideas?

2

Hi @HGreenhut,

I think you’ll have to add the association label to unlabeled deals before this can work.

Here’s how I would approach this: For the object that you’re trying to roll this information up to, create a workflow. Then use the ‘Set property value’ action for all deals that have a label. This could be any existing or new property, as long as that lets you identify those deals in an export file.

Then export deals and use the value that you set via workflow to remove the deals that have an association label. You’ll be left with the ones that don’t have one.

Also export the object that you want to roll-up to. Then you’ll have to prepare both files for an import of multiple objects.

(If you’re rolling up to the company, you might want to copy the company name into a new custom deal property first before exporting. This allows you to ‘associate’ the companies and deals in your export files. The company name can be the the shared column / key that HubSpot asks for during the import.)

Once you prepared the import files, you can set the association labels during the import as explained here: Import records for multiple objects

With the new label populated, you can work on your calculation property.

Best regards!