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Create calculation properties

Last updated: September 5, 2018

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. 

  • Set up your new custom property, and select Calculation for the Field type
  • If you want this property to be formatted as currency, check the Currency box.  
  • 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
    • 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

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