CRM

Edyta7510
Guide

Difference between property values

Dear Community, 

Here is my current challenge: 

I've built a report using companies/deals/line items data. It's a pivot table report. 

on left side I have company names (rows)

I have the following values: 

  • SUM of (amount in company currency) 
  • SUM of (AOP revenue) - this is a custom deal property

I need to be able to show a difference/delta between 2 amounts in the same table, but I have no clue how to do it. A simple thing to do in xls, here it seems impossible. 

I tried to create a custom property that would be a calculation, but it doesn't do the job.

 

Could someone kindly give me a hint?  

case.jpg

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3 Replies 3
Bryantworks
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Difference between property values

Yes @Edyta7510, this would be a custom deal property.  

Chris Bryant | Your Dedicated HubSpot Expert
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Bryantworks
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Difference between property values

Hey @Edyta7510,

 

You should be able to make a calculation like so:

SUM / SUM (2022 AOP Revenue) X 100

Granted, this will give you a decimal, in this case for the first company: 51 You'd just need to interpret that as a percentage when you view it.  But you'd like to put some conditional logic to account for SUM being zero, or SUM being greater than the SUM (2022 AOP Revenue).

Chris Bryant | Your Dedicated HubSpot Expert
Edyta7510
Guide

Difference between property values

Hi @Bryantworks 

This is great, many thanks. 

One more question before I test it though. 

Are you suggesting to create a custom deal property as calculation using the other 2 properties, or there's a trick to build this calculation directly in the report? 

Thanks

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