)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot rollup properties calculate simple averages across all historical invoices, creating inaccurate projected ARR when customers have experienced pricing changes, seat additions, or plan upgrades. The platform can’t weight recent data more heavily or exclude outdated pricing information.
Here’s how to build sophisticated projected ARR calculations that focus on current business reality rather than historical pricing.
Calculate forward-looking ARR projections using Coefficient
Coefficient provides sophisticated alternatives for accurate projected ARR by focusing on recent data and trend analysis rather than the historical averages that skew HubSpot’s native HubSpot rollup calculations.
How to make it work
Step 1. Import recent invoice data only.
Use date filters to import only recent invoices (last 3-6 months) to eliminate historical pricing that no longer reflects current customer value. This creates a foundation based on current business reality rather than outdated pricing models.
Step 2. Build trend-based projections.
Pull monthly invoice data and use spreadsheet trend analysis functions like FORECAST or TREND to project ARR based on recent growth patterns. This approach captures business momentum rather than relying on static historical averages.
Step 3. Create segmented calculations.
Filter invoices by customer segments, plan types, or pricing tiers to calculate more accurate ARR projections for different customer cohorts. Apply higher weights to recent months when calculating average monthly revenue, then multiply by 12 for projected ARR.
Step 4. Sync projections back to HubSpot.
Export calculated projected ARR values back to HubSpot company records for sales team visibility. Schedule daily refreshes so projected ARR automatically recalculates as new pricing data becomes available and business trends evolve.
Get ARR projections that reflect business trajectory
This approach eliminates the historical pricing skew that makes HubSpot’s native rollup calculations unreliable for forward-looking ARR projections. Your projections will reflect current pricing and growth trends, not outdated historical data. Start building accurate ARR projections today.
