Filter list by increase/decrease/percentage-change for numeric properties

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Regular Contributor

I have a property called Lifetime Spend. I'd like to filter lists based on $ or % increases or decreases to this property. 

 

This would also be great for other properties like Lifetime Purchases, Last Purchase Amount, etc...

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Community Thought Leader

Hey @ronkinkade,

 

IF you have complete control over when 'Lifetime Spend' is being updated, you can swoop in and save it's current value to a separate 'Lifetime Spend - Previous' property before updating. Then you can use a 3rd (calculated) property to store the difference -- either in dollars or a percentage. It's that 3rd (calculated) property that you'll want to use as a list criteria to test against.


There are other methods outside of HubSpot, and of course via the API. However, this should get you started down the right road.

Hope that helps.

 

Best,
Frank

 

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