Calculated property

[LDeniz]

I want a calculated deal property called "new_arr". This shoud be the sum of the deal amount (deal property) and the "current_arr" (company property). Is such a calculated field possible?

For context, the reason we are asking for this is because of a renewals pipeline we have set up. Deals are created in the pipeline 180 days outside their renewal date. The problem we face is that the "current_arr" on the deal is copied from the company at that 180 day point, so if an upsell happens during this period, the "current_arr" is not updated on the deal but is on the company. 

[BruceT · Accepted solution]

@LDeniz the other way you could do this is create a synced Deal property, which maps "current_arr" from the Associated Company to the Deal (this will sync consistently, as opposed to only being copied at the 180 day point). Then, use a calculated field to sum the two properties on the Deal record.

Bruce Tomkins

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[kennedyp]

Hi @LDeniz! Thanks for your post 😊

While it is not possible to calculate the sum of properties from separate objects in a calculation property, with Operations Hub Professional or Enterprise, you can Format your data with workflows and combine totals from different objects. Then you can add this value to a custom number property. This Knowledge Base article walks you through how to set up these formulas in depth. Here is a screenshot example of how I set it up:  

If you are unsure how to include data from other objects in your workflows, check out these steps. 

Best, 
Kennedy