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Create calculation properties

Last updated: October 13, 2020

Applies to:

Marketing Hub  Professional, Enterprise
Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise
CMS Hub  Professional, 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.

Learn about other types of properties.

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 empty even if there is a constant number included in the equation.

    • Min: displays the minimum value for the selected number property on all associated records within the type selected.
    • Max: displays the maximum value for the selected number property on all associated records within the record type selected.
    • Count: counts the total number of associated records within the record type selected that have a value for the number property selected.
    • Sum: sums up the values for the selected number property on all associated records within the record type selected.
    • Average: calculates the average of the values for the selected number property on all associated records within the record type selected.
    • Time between: calculates the time between two selected date picker properties.
      • The time will be displayed differently in different HubSpot tools.
      • In the object record (e.g., a contact record), the displayed value will be in hours, or days, or months, or years. For example, if the time calculated is one month and twenty days, then the value displayed will be One month.
      • In custom reports that use a property with this field type, the displayed value will be in days. For example, if the time calculated is one year and twenty days, then the value displayed will be 385 days.
  • Click Create. Once created, the property's displayed field type will be either Equation or Rollup, depending on the calculated property type you selected.