)
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’s rollup properties can’t be “overridden” to exclude historical data. They’re designed to aggregate all associated records without date-based filtering options, which requires an external solution to achieve recent-data-only calculations.
Here’s how to effectively replace HubSpot’s rollup limitations with more sophisticated calculations that focus on current business performance.
Replace HubSpot rollup logic using Coefficient
Coefficient effectively “overrides” HubSpot’s rollup limitations by creating a parallel calculation system that provides recent-data focus while maintaining HubSpot integration and automation.
How to make it work
Step 1. Create custom calculation properties in HubSpot.
Set up new custom properties in HubSpot specifically for your recent-data calculations (like “MRR_Recent_90_Days”), separate from existing rollup properties. This creates dedicated fields for your improved calculations.
Step 2. Import recent invoice data with precise filters.
Use Coefficient to import recent invoice data with date filters like “last 90 days only.” Apply multiple filters to focus on specific invoice types, amounts, or customer segments that represent current business state.
Step 3. Perform rollup calculations in spreadsheets.
Execute the rollup calculations (SUM, AVERAGE, COUNT) in spreadsheets where you have full control over which records are included. This gives you the recent-data focus that HubSpot’s native rollups cannot deliver.
Step 4. Schedule automatic property updates.
Use Coefficient’s scheduled exports to UPDATE the custom HubSpot properties with your calculated values. This effectively “overwrites” what would have been calculated by native rollups while maintaining both historical reference and current business insights.
Build calculations that reflect current business reality
This creates a superior calculation system that provides the recent-data focus HubSpot’s native rollups cannot deliver. You’ll maintain CRM integration while getting accurate metrics based on current performance. Start building better rollup calculations today.
