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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 can’t create custom properties that automatically ignore invoices based on age. The platform lacks date-based filtering for rollup calculations, and workflow-based property calculations can’t efficiently process large invoice datasets with complex date logic.
Here’s how to build truly custom MRR properties that respect time boundaries through external calculation and automated sync.
Create time-filtered custom MRR properties using Coefficient
Coefficient enables you to build custom MRR properties that appear native in HubSpot but contain sophisticated time-filtered calculations that the platform cannot HubSpot support natively.
How to make it work
Step 1. Create custom MRR properties in HubSpot.
Set up new custom properties in HubSpot like “MRR_Last_6_Months” or “MRR_Last_12_Months” to store your calculated values. These will hold your time-filtered MRR calculations and appear alongside other native properties.
Step 2. Import filtered invoice data.
Use Coefficient to import invoice data with filters like “Invoice Date is greater than [X months ago].” Use dynamic date logic with spreadsheet cells containing formulas like “=TODAY()-180” so your time filter automatically updates over time.
Step 3. Calculate MRR with sophisticated logic.
Build MRR calculations using spreadsheet formulas on the filtered dataset, handling recurring revenue logic, prorations, and subscription changes. Create separate calculations for different time periods (3, 6, 12 months) to provide various MRR perspectives.
Step 4. Automate property updates.
Schedule Coefficient exports to UPDATE the custom HubSpot properties with calculated MRR values daily or weekly. The dynamic date logic ensures your “X months” filter automatically updates, maintaining accurate time boundaries without manual intervention.
Get native-looking properties with advanced time filtering
This creates truly custom MRR properties that respect time boundaries while maintaining the automation and CRM integration that manual calculations cannot provide. Your properties will appear native but contain sophisticated calculations. Build smarter MRR properties today.
