Hi @BérangèreL ,
Thanks for following up, and happy to clarify!
Yes, the integration I’m referring to is indeed the “Google Sheets Connector” you’ve mentioned, listed on the HubSpot Marketplace. Here’s how @drafeedie can use it to solve this specific use case:
1. Pull Recent Invoice Data into Google Sheets:
The connector has a data preview option in which @drafeedie can apply filters and sync the most recent invoices (for example, last 3-6 months) from HubSpot into Google Sheets. The key here is filtering invoices to focus on the last “X” months only.
2. Calculate the Average MRR using a formula:
=AVERAGEIF(DateRange, “>=TODAY()-90”, InvoiceAmount)
- Replace DateRange with the column containing invoice dates
- Replace InvoiceAmount with the column containing the billed amounts
- Adjust 90 for a different number of days
3. Send the Accurate MRR Back to HubSpot:
Once the recent MRR average is calculated in Sheets, the connector can sync this value back to the custom MRR property in HubSpot. From there, the calculated ARR property (MRR x 12) will update automatically.
Let me know if you’d like a more detailed step-by-step breakdown! I hope this helps.
Best,
Guru