Dear community,
I hope you can help me. I am doing quarterly sales planning in Hubspot with a comparison to the annual budget. For that purpose I have created a dummy customer with the complete budget for the quarter (because we are not breaking down budgets per customer).
Also I have created several properties (Budget gesamt, Ist vs. Budget) of which Ist vs. Budget is a calculated value (Budget Gesamt - Gewichtete Prognose). As you can see below the calculation works only for a few customers, namely the ones where there is an actual value for Budget Gesamt. I have checked the property and I cannot see a filter or anything that prevents the calculation from happening.
Do you have any idea what I could do to fix this?
Cheers, Markus
Hi @MHummelsberge
Thank you for reaching out.
I want to tag some of our experts on this - @karstenkoehler @Mike_Eastwood @AdamLPW do you have any thoughts for @MHummelsberge on this?
Thank you!
Best
Tiphaine
Hi @MHummelsberge,
If any of the number properties used in a custom equation have no value, the calculated property value will be empty. You’d have to use a workflow that enrolls records where the properties (used in your custom equation) are empty. This workflow would have to set a property value for those record, either 0 or 1, I assume, depending on what makes most sense for your calculation.
Let me know if you have any follow-up questions here!
Thanks for tagging @TitiCuisset
Alrighty, thank you very much for the answers! I will just put a value of 1 for the records I want to show..
