Using calculated properties to enable simultaneous date filtering and comparison in HubSpot

While calculated properties can provide some workarounds for HubSpot’s date field restrictions, this approach has significant limitations including basic mathematical operations only and continued reporting engine constraints for advanced comparisons.

Here’s how to combine calculated properties with a more comprehensive solution that provides unlimited analysis flexibility while leveraging your existing HubSpot setup.

Integrate calculated properties with enhanced spreadsheet analysis for unlimited comparison capabilities using Coefficient

Coefficient offers a superior solution that combines the benefits of calculated properties with unlimited analysis flexibility. You can import HubSpot data including calculated properties, then create unlimited additional calculations in spreadsheets with complex period logic that’s impossible with HubSpot calculated property limitations.

How to make it work

Step 1. Create basic date categorizations using HubSpot calculated properties.

Set up HubSpot calculated properties for basic date categorizations like “Deal Quarter” = quarter from close date, or “Fiscal Year” = fiscal year from create date. These provide useful grouping mechanisms for your analysis.

Step 2. Import calculated properties along with raw date fields via Coefficient.

Use Coefficient to import both your calculated properties and raw date fields simultaneously. This gives you the benefit of HubSpot’s basic categorizations plus unlimited access to the underlying date data for advanced analysis.

Step 3. Create advanced period-over-period analysis in spreadsheets.

Build sophisticated time-based comparisons using both calculated and raw data. For example, compare Q1 2024 vs Q1 2023 performance while filtering for specific deal sources using formulas like SUMIFS with multiple criteria.

Step 4. Build dynamic calculations that automatically adjust based on current date.

Create formulas that automatically adjust based on current date or user-defined parameters. Use functions like TODAY() to create rolling comparisons that update automatically without manual intervention.

Step 5. Push summary metrics back to HubSpot using scheduled exports.

Export quarterly performance metrics back to HubSpot custom properties for team visibility. Set up scheduled exports to automatically update HubSpot with your advanced analysis results.

Step 6. Set up hybrid workflow automation.

Create automated workflows that leverage HubSpot’s calculated properties while providing sophisticated analysis capabilities. Schedule automatic refreshes and set up alerts when advanced calculations exceed defined thresholds.

Leverage calculated properties while eliminating comparison restrictions

This approach leverages HubSpot’s calculated properties while eliminating the platform’s comparison and filtering restrictions through advanced spreadsheet capabilities. Start building your hybrid calculated property and advanced analysis system today.