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Create calculation properties

Last updated: April 9, 2019

Applies to:

Marketing Hub  Enterprise
Sales Hub  Enterprise
Service Hub  Enterprise

Calculation properties in HubSpot allow you to set up custom equations based on number properties. You can also automatically calculate the min, max, count, sum, or average value for properties on associated records.

Please note: once a Calculation property is created, its field type cannot be edited after.

  • Click Build formula.
  • Click the Calculated property type dropdown menu and select the type of formula you want to create:
    • Custom equation: allows you to build a custom equation to combine multiple number property values and/or add constant integers to property values. Only properties from the record type you're creating the new property for can be used in custom equations.
      • Click a dropdown menu to select a number property, or type a number and click the Constant: [entered value] option to include a constant integer in your equation.
      • Click the function dropdown menu to add (+), subtract (-), multiple (*), or divide (/).
      • To add another function to your equation, click Add to equation. You can also add additional functions to a part of your equation by clicking Expand within the parentheses.

        calculation-property-custom-equation

Please note: if any of the number properties used in a custom equation have no value, the calculated property value will be empty. The value will be be empty even if there is a constant number included in the equation.

    • Min: calculate the minimum value for the selected number property on all associated records within the type selected.
    • Max: calculate the maximum value for the selected number property on all associated records within the record type selected.
    • Count: calculate the total number of associated records within the record type selected that have a value for the number property selected.
    • Sum: calculate the sum of the values for the selected number property on all associated records within the record type selected.
    • Average: calculate the average of the values for the selected number property on all associated records within the record type selected.

      calculation-property-min
  • Click Create.