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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 can only perform simple SUM, AVERAGE, or COUNT calculations across all associated records. They can’t apply weighted averages or time-based weighting factors, making sophisticated MRR calculations that emphasize recent data impossible.
Here’s how to build complex time-weighted MRR calculations using spreadsheet flexibility while maintaining HubSpot integration.
Build sophisticated weighted MRR calculations using Coefficient
Coefficient enables complex time-based weighted calculations by pulling HubSpot invoice data into spreadsheets where you have full control over weighting logic, then syncing results back to your HubSpot records.
How to make it work
Step 1. Import invoice data with date fields.
Pull invoice data from HubSpot including invoice dates, amounts, and associated contact or company information. Make sure to include all the date fields you’ll need for time-based weighting calculations.
Step 2. Create time-based weighting formulas.
Build formulas that assign higher weights to recent invoices. For example, set current month = 1.0, previous month = 0.8, two months ago = 0.6. Reference these weights in separate cells so you can easily adjust the weighting scheme.
Step 3. Calculate weighted averages using SUMPRODUCT.
Use spreadsheet functions like SUMPRODUCT to multiply invoice amounts by their time weights, then divide by the sum of weights. This creates true weighted averages that emphasize recent performance over historical data.
Step 4. Export weighted MRR to HubSpot properties.
Use Coefficient’s scheduled exports to UPDATE contact or company records with calculated weighted MRR values. Schedule daily updates so weighted averages automatically recalculate as new invoices are added and time weights shift.
Get MRR calculations that adapt to business changes
This provides the sophisticated MRR calculation logic that HubSpot’s native rollup properties simply cannot support. Your weighted averages will reflect current business trends while maintaining seamless CRM integration. Build smarter MRR tracking today.
