{"id":2336,"date":"2026-01-21T08:20:15","date_gmt":"2026-01-21T09:20:15","guid":{"rendered":"http:\/\/gogetmuscle.com\/?p=2336"},"modified":"2026-01-21T17:45:09","modified_gmt":"2026-01-21T17:45:09","slug":"company-level-mrr-roll-up-boolean-calculation-for-active-status-based-on-date","status":"publish","type":"post","link":"http:\/\/gogetmuscle.com\/index.php\/2026\/01\/21\/company-level-mrr-roll-up-boolean-calculation-for-active-status-based-on-date\/","title":{"rendered":"Company Level MRR Roll Up: Boolean Calculation for &#8220;Active&#8221; Status based on Date"},"content":{"rendered":"<p><P>Hi everyone,<\/P><P>I\u2019m trying to build a clean <STRONG>MRR Rollup on the Company level<\/STRONG> and I\u2019ve hit a wall with HubSpot\u2019s calculation properties.<BR \/><BR \/><\/P><P><STRONG>The Goal:<\/STRONG> I want to sum up the Recurring Revenue of all &#8220;active&#8221; Deals on the Company record. To define if a Deal is &#8220;active&#8221;, I need a Boolean property on the Deal level (recurring_revenue_active) that follows this logic:<\/P><UL><LI><P><STRONG>TRUE<\/STRONG> if: recurring_revenue_inactive_date is <STRONG>empty<\/STRONG> OR the date is in the <STRONG>future<\/STRONG>.<\/P><\/LI><LI><P><STRONG>FALSE<\/STRONG> if: recurring_revenue_inactive_date is <STRONG>today<\/STRONG> or in the <STRONG>past<\/STRONG>.<\/P><\/LI><\/UL><P><STRONG>The Challenge:<\/STRONG> Normally, I would use a Custom Equation, but HubSpot doesn&#8217;t support a current_date() or now() function within the formula builder.<\/P><UL><LI><P>I tried: if(is_known([properties.inactive_date]), [properties.inactive_date] &gt; current_date(), true) -&gt; Result: <I>Type error (current_date unknown).<\/I><\/P><\/LI><LI><P>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.<BR \/><BR \/>Does anyone have an idea on how to solve this within the Property settings? Or perhaps you have ideas for a\u00a0different approach\u00a0to this issue? I&#8217;m open to all suggestions!<\/P><\/LI><\/UL><P>\u00a0<\/P><P>Thanks for your insights!<\/P><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hi everyone,I\u2019m trying to build a clean MRR Rollup on the Company level and I\u2019ve hit a wall with HubSpot\u2019s calculation properties.The Goal: I want to sum up the Recurring Revenue of all &#8220;active&#8221; Deals on the Company record. To define if a Deal is &#8220;active&#8221;, I need a Boolean property on the Deal level [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[14],"tags":[],"_links":{"self":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/2336"}],"collection":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/comments?post=2336"}],"version-history":[{"count":1,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/2336\/revisions"}],"predecessor-version":[{"id":2337,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/2336\/revisions\/2337"}],"wp:attachment":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media?parent=2336"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/categories?post=2336"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/tags?post=2336"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}