Hi everyone,
I’m trying to build a clean MRR Rollup on the Company level and I’ve hit a wall with HubSpot’s calculation properties.
The Goal: I want to sum up the Recurring Revenue of all “active” Deals on the Company record. To define if a Deal is “active”, I need a Boolean property on the Deal level (recurring_revenue_active) that follows this logic:
TRUE if: recurring_revenue_inactive_date is empty OR the date is in the future.
FALSE if: recurring_revenue_inactive_date is today or in the past.
The Challenge: Normally, I would use a Custom Equation, but HubSpot doesn’t support a current_date() or now() function within the formula builder.
I tried: if(is_known([properties.inactive_date]), [properties.inactive_date] > current_date(), true) -> Result: Type error (current_date unknown).
We are trying to avoid using Workflows to ensure the solution is as scalable and robust as possible, without relying on daily triggers or background automation.
Does anyone have an idea on how to solve this within the Property settings? Or perhaps you have ideas for a different approach to this issue? I’m open to all suggestions!
Thanks for your insights!