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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 rollup properties have a fundamental flaw: they can’t exclude records based on date criteria. This forces all historical invoices into your calculations, creating inaccurate MRR metrics when your business has experienced significant growth or pricing changes.
Here’s a robust workaround that moves calculation logic to spreadsheets while maintaining seamless HubSpot integration.
Create time-limited rollup calculations using Coefficient
Coefficient bypasses HubSpot’s rollup limitations by enabling sophisticated filtering and calculation capabilities that sync back to your HubSpot records automatically.
How to make it work
Step 1. Set up filtered data import with dynamic dates.
Import invoice data from HubSpot using Coefficient’s filtering capabilities. Set “Invoice Date is greater than [6 months ago]” and point your filter to a spreadsheet cell containing =TODAY()-180 so the 6-month window updates automatically.
Step 2. Perform calculations on the filtered dataset.
Use spreadsheet functions like SUM, AVERAGE, or COUNT on only the recent invoice subset. This gives you accurate rollup values that reflect current business performance rather than outdated historical data.
Step 3. Export results back to HubSpot custom properties.
Create custom properties in HubSpot for your time-limited calculations. Schedule Coefficient to UPDATE your contact or company records with the calculated values, effectively replacing the native rollup properties with more accurate data.
Step 4. Maintain automation with scheduled refreshes.
Set up hourly or daily refreshes to ensure calculations stay current as new invoices are added. Your 6-month rollup calculations will automatically update and maintain the rolling time window without manual intervention.
Build rollup calculations that reflect current reality
This method gives you the date-based filtering that HubSpot’s native rollup properties fundamentally cannot provide. Your calculations will focus on recent business performance while maintaining full CRM automation. Get started with more accurate rollup calculations today.
