Creating separate MRR calculation properties for different time periods in HubSpot CRM

using Coefficient excel Add-in (500k+ users)

Create multiple MRR calculation properties in HubSpot for different time periods (30-day, 90-day, 12-month) that update automatically with current data.

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HubSpot can’t create multiple rollup properties with different time period filters from the same invoice dataset. Each rollup property includes all associated records without date-based segmentation, preventing automatic 30-day, 90-day, and 12-month MRR properties.

Here’s how to create multiple time-period MRR properties through parallel calculation workflows that update automatically.

Build multiple time-period MRR properties using Coefficient

Coefficient enables multiple time-period MRR properties by creating parallel calculation workflows that pull HubSpot data with different date filters and sync results back to separate HubSpot custom properties.

How to make it work

Step 1. Create multiple custom MRR properties in HubSpot.

Set up separate HubSpot custom properties like “MRR_30_Days,” “MRR_90_Days,” “MRR_12_Months,” and “MRR_All_Time.” These will store your time-specific calculations and provide different revenue perspectives.

Step 2. Set up parallel data imports with different filters.

Create separate Coefficient imports for each time period: Import 1 with “Invoice Date is in last 30 days,” Import 2 with “Invoice Date is in last 90 days,” and Import 3 with “Invoice Date is in last 12 months.” Each import targets the same HubSpot data but with different time boundaries.

Step 3. Calculate time-specific MRR for each dataset.

Build appropriate MRR calculations for each time period using monthly averages, annualized projections, or other formulas that make sense for the specific time window. Use dynamic date references with spreadsheet cells containing date formulas so all time periods automatically adjust.

Step 4. Coordinate synchronized property updates.

Use Coefficient’s scheduled exports to UPDATE all the different MRR properties simultaneously, ensuring they stay synchronized. This creates a comprehensive MRR property suite that shows revenue trends across multiple time horizons.

Get comprehensive MRR insights across multiple time periods

This creates multiple time-based MRR perspectives that HubSpot’s native rollup properties cannot achieve. You’ll identify growth patterns and seasonal effects while maintaining automated updates across all time periods. Build comprehensive MRR tracking today.

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