Property to calculate number of renewals deals

[PMenkar1]

Hi folks,

I am trying to create a calculated or roll-up property to get the number of active opportunities which are renewals in nature.

I have a deal form where I capture the deal type i.e new or renewals.

Natively HubSpot calculates how many active opportunities are present on a company and stores in the form of a number, I am looking to further classify the number of active deals into something like this "Total active renewal deals" and "Total active non renewal deals".

Here what I have tried - Created a roll-up property and since we can only enter one condition. In my case it should be "if deal is active" And deal is from "renewals". I would like to have both the conditions to be active to calculate the number of active renewals.

Is there any solution or ideas around this?

[karstenkoehler · Accepted solution]

Hi @PMenkar1,

HubSpot currently only allows one condition. The best workaround currently be the following, in my opinion:

• Create a custom property, e.g. "Active renewal deal", single checkbox
• Use a workflow that updates this property based on the two properties you mentioned
• In your roll-up property, reference the newly created custom property as a condition

Essentially, you're using a workflow and a custom property to merge the information of two properties into one.

Best regards

[karstenkoehler · Accepted solution]

Hi @PMenkar1,

HubSpot currently only allows one condition. The best workaround currently be the following, in my opinion:

• Create a custom property, e.g. "Active renewal deal", single checkbox
• Use a workflow that updates this property based on the two properties you mentioned
• In your roll-up property, reference the newly created custom property as a condition

Essentially, you're using a workflow and a custom property to merge the information of two properties into one.

Best regards

[PMenkar1 · Accepted solution]

Hey @karstenkoehler 

I tried it using the association label, we can mark the renewals by association labels.

Created a rollup property for counting the number of association labels marked as renewals and put the condition if the deal was closed or not (just one condition)

It gives you total active renewals, you can create an another property where you can subtract "Number of open deals - active renewals number" from above.

We can automate the associations labels as well I think using workflows - Next working on that

Thanks for your insights above. Just wanted to share with others