CRM

NMiller4
Contributor

Adding % via calculation

Can someone help. All i want to do is take a closed won amount from the sales deal and then add the same value plus a % increase, automatically to the next year's renewal amount.

 

Here is my calculation if i wanted to add 8% to the amount 

NMiller4_0-1674145439009.png

 

and the workflow is currently as follows - it creates the amount but doesn't add on the % increase annoyingly.

NMiller4_1-1674145575616.png

 

All help/feedback is greatly received.

 

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2 Replies 2
christopher-RVO
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Adding % via calculation

@NMiller4  It appears that your calculated property is incorrect. 

The equation you're looking for is Amount x 0.8 = X, X + Initial Amount, if that's correct then that needs to be two equations. 

If this post helped to solve what you were looking for, please mark this as an accepted solution. Happy HubSpotting!


Christopher Barnett - VP of Revenue at Aptitude 8


NMiller4
Contributor

Adding % via calculation

Thanks for the feedback Christopher but could you be more specific for me (I'm learning!!)

DO I create two separate properties with each calculation in

And then how does the flow work what goes into what etc?

I've tried many permutations to no avail

Thanks

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