Create property that sums deals over specific date range

[stephanderson]

I am looking to create a property on the company record that sums their total closed deal values for a specific date range (11/1/23-11/17/24). I was looking at using a rollup field type, but I don't see any way to use date as an additional condition. Is there another way to do this? 

Back story: we have a giving day each year, every donation is a deal in hubspot. I want to determine how much each company (nonprofit) raised during the giving period (11/1-11/17). 

Below is a screenshot of what I was trying to do. thanks!!

 

[himanshurauthan]

Hi @stephanderson, 

To set up a workflow for deals within a specific date range in HubSpot, start by creating a multiple checkboxes property like Close Date within Eligible Range. This property should include options such as Giving Period 11/1/23-11/17/24 to cover the desired date range.
Next, build a deal-based workflow that enrolls deals when their  Close Date falls within the defined range (e.g., 11/1/23-11/17/24). This will ensure the workflow captures all relevant deals.
Once the workflow is triggered, use the Set Property Value action to update the custom property you created, selecting the corresponding checkbox option for the date range.
Finally, go to your rollup property and apply this new property value as an additional condition to filter deals by the date range. This method keeps your workflow efficient and prevents the need for creating new properties each year.

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Best regards!

[karstenkoehler · Accepted solution]

Hi @stephanderson,

You're on the right track, this would have to be done through the "Additional Condition" at the bottom. However, HubSpot currently does not accept date filters there, only number fields, single checkboxes, dropdown select, and multiple checkboxes.

In other words, your information about the deal falling into the desired date range would have to be made available in a single checkbox or multiple checkboxes.

Here's how you would do that:

1. Create a multiple checkboxes property (for example) "Close date within eligible date range" with options "Giving period 11/1/23-11/17/24", "Giving period..." (if you set this up as multiple checkboxes, you don't need a new property each year, only a new checkbox option)
2. Create a deal-based workflow that enrolls deals "When filter criteria is met" > "Close date is between 11/1/23-11/17/24" (if you want to set this up for the future, simply enroll by "Close date is known", then use an and/or branch to check which giving period the deal falls into)
3. Use the "Set property value" workflow action to set the value from the property from step 1 to "Giving period 11/1/23-11/17/24"
4. Go back to your rollup property and add the value from step 3 as an additional condition

Hope this helps!