Simple calculations in contact properties

Vaguely related to this: https://community.hubspot.com/t5/HubSpot-Ideas/Contract-value-calculator/idi-p/515

 

It would be nice to be able to do additions, substractions and multiplications in contact properties & associated workflows.

HubSpot updates
33 Replies
Dan-Toast
Occasional Contributor

Would be really great to see this feature.

 

I've created a quiz and want to be able to calculate peoples answers but there's no way to do this.

KarenR
New Contributor

We're a nonprofit. We have two different custom contact properties, one that shows the total donation amount users made in our old donation platform, and one that shows total donation amount in the new platform. We want to be able to provide a monthly impact/donation summary to users that sums these two amounts.

 

It would be great if workflows and contact properities could do a simple calculation like this instead of me having to manually export + run the numbers in Excel + reimport every time.

mitchellkp
Top Contributor

Apply to DEAL property not just contact or company property.

Justinmiller
Occasional Contributor

Upvote on this feature.  We need to calculate MRR from deal value and term

LauraTufis
Occasional Contributor

I second this.  We would need to calculate percentages out of custom number deal properties and then use this for reporting. Is this on the roadmap for the near future? Thanks!

kybmaster
New Contributor

We need this to calculate the total value of a deal. We have splitt the deal into different cost/revenue items. When modifying these items, the total value should updated automatically.  This could be sums and sometimes multiplication of monthly fees x number of months.

LauraTufis
Occasional Contributor

Same here, we have custom pricing and it'd be really helpful if  the total deal amount could be calculated automatically.

erikakerlund
New Contributor

This is basic stuff and I am amazed that Hubspot as a sales tool does not have this functionality. Upvote and get this implemented please!

Leah2
Occasional Contributor

this has been a request for 18 months... unreal.

HubSpot Product Team
HubSpot Product Team
updated to: Delivered

Calculated and roll-up properties are now available in Marketing, Sales, and Service Enterprise portals. See this knowledge doc (https://knowledge.hubspot.com/articles/kcs_article/settings/create-calculation-properties) for more information!

erikakerlund
New Contributor

Thanks for finally implementing this but to only make this available on the Enterprise plans is a bit harsh. My deal is based on a couple of components that I want to separate for various reasons but I want the total amount to be reflected as the total deal value. This is not possible at the moment and many other CRMs offer this in their lower plans. Please consider making this available on the Starter or Professional plans as well.

mitchellkp
Top Contributor

Nice job Hubspot product team. We may not agree about it's licensing/edition placement (I don't - this isn't a sophisticated enterprise feature), but glad to see this enhancement.

 

Now let's voice our feature concerns to our respective Customer Success or Sales teams.

LauraTufis
Occasional Contributor

Yes, great it's out but really disappointing that it's only available for Enterprise....I really didn't expect this.