Days Since Close property

[JTeagle]

So, my overall goal is to create a property in HubSpot that calculates a customers' total average spend based on rolling time frames (e.g. last 90 days, last 365 days). 

This is proving more challenging than we anticipated. 

To start with we thought creating a deal property 'Days since close' that calculates the number of days between today and the deal close date would help us get closer to the average, however i can't find a way as i don't think you can have a property for 'today's date'.

I found this forum idea but not sure if it is the right soltution for this: https://community.hubspot.com/t5/CRM/Closed-Won-Deals-in-the-last-N-days-LIST/m-p/1164406

If anyone has any ideas they are appreciated! 

[karstenkoehler · Accepted solution]

Hi @JTeagle,

This should be doable with a calculation and a rollup property:

• First, create a deal "time since" property that calculates the time since the close date: https://knowledge.hubspot.com/properties/create-calculation-properties
• On the company object, create a roll up property that sums up the amount of the associated deals and, as a condition, add the time since property you created: https://knowledge.hubspot.com/properties/create-calculation-properties

The time since condition is a new feature (as of this week), let me know if you're seeing it or not.

Best regards!

[JTeagle]

Amazing yes this works! I used the time since function to create the time since close property on the deal. Then a roll up property for 'total spend in the last 90 days' then a calculation property that divides the total spend by 3 for the average monthly spend 

[SRush9]

What's you final Company Rollup field look like? I cannot get this to work correctly.
My Time Since Close field on the deal gives me the correct values on the Deal object:

but when I go to pass it into the Company Rollout; it doesn't work. Here is my Rollup:

As you can see, the condition isn't just giving me < 1 year, but suffix terms like ago and now which breaks the logic. Help me Obi Wan.