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“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’s native rollup properties can’t filter by date ranges, making true rolling 3-month MRR calculations impossible. The platform aggregates all historical invoice data regardless of dates, causing outdated pricing to skew your current averages.
Here’s how to build accurate rolling MRR calculations that focus on recent data while maintaining your CRM workflow.
Calculate time-filtered rolling MRR using Coefficient
Coefficient solves this by pulling HubSpot invoice data with precise date filtering, then syncing calculated values back to your HubSpot records. You get the time-based filtering HubSpot lacks while keeping your CRM data current.
How to make it work
Step 1. Import recent invoice data with date filters.
Connect Coefficient to HubSpot and create an import with filters like “Close Date is in last 3 months.” You can apply up to 25 filters to get exactly the invoice subset you need for accurate MRR calculations.
Step 2. Calculate rolling averages in your spreadsheet.
Use functions like AVERAGE() with date-based criteria to calculate true 3-month rolling averages. Create formulas that reference dynamic date cells (like =TODAY()-90) so your calculation window automatically updates daily.
Step 3. Sync calculated MRR back to HubSpot.
Use Coefficient’s scheduled exports to UPDATE contact or company records with your calculated rolling MRR values as custom properties. Set up daily or weekly refreshes so your rolling averages stay current as new invoices are added.
Step 4. Automate the entire workflow.
Schedule both the data import and export processes to run automatically. Your rolling 3-month MRR will update without manual intervention, giving you accurate metrics that reflect current business performance rather than historical pricing.
Get accurate MRR tracking that adapts to your business
This approach gives you the sophisticated time-based MRR calculations that HubSpot’s rollup properties simply can’t provide. Your rolling averages will reflect current pricing and business reality, not outdated historical data. Start building better MRR tracking today.
