HubSpot App

Revenue Metrics for
HubSpot Records

Many revenue metrics can be calculated in reports. But when you need those metrics directly on the Company record for workflows, automation, segmentation, or operational visibility, standard reporting often isn't enough.

Advanced Rollups helps HubSpot teams build metrics such as:

  • Closed Revenue YTD
  • Subscription Revenue
  • Revenue by Product
  • Revenue by Product Type
  • Revenue Across Multiple Pipelines
  • Revenue Across Multiple Deal Stages

The results are written back as real HubSpot properties that can be used throughout your CRM.

Install Advanced Rollups
Demo

See It In Action

Watch this 2-minute demo to see how Advanced Rollups creates and backfills revenue metrics directly on Company records.

Install Advanced Rollups
Why Advanced Rollups

Why Advanced Rollups?

Native HubSpot reporting works well for many scenarios.

But teams often need revenue metrics directly on Company records to:

  • Trigger workflows
  • Build lists and segmentation
  • Drive automation
  • Surface important metrics where users already work

Advanced Rollups makes those metrics available as real HubSpot properties.

Capabilities

Build Metrics HubSpot Doesn't Handle Easily

Standard HubSpot rollups work well for simple scenarios, but become limiting when you need metrics across multiple pipelines, products, stages, or date ranges.

Advanced Rollups removes those limitations:

  • Multi-pipeline filtering
  • Multi-stage filtering
  • Product filtering
  • Product type filtering
  • Date filtering
    • Year to Date (YTD)
    • Last Year
    • Last 90 Days
  • Custom source and destination properties
  • Real property writeback to Company records
Backfill

Historical Backfill Included

Create a new metric and calculate it immediately against existing historical data.

No waiting for future deal updates.

Metrics are accurate for deals that already closed, not just deals going forward.

Use Cases

Example Use Cases

Closed Revenue YTD

Track current year revenue directly on the Company record and use it in workflows, lists, and automation.

Subscription Revenue

Calculate revenue for subscription products only and make it available throughout HubSpot.

Multi-Pipeline Revenue

Combine revenue across multiple pipelines without custom workflows, exports, or manual maintenance.

Pricing

Free to Get Started

Install Advanced Rollups and create your first rollup rule at no cost.

  • No credit card required
  • Includes one rollup rule
  • Works directly inside HubSpot
Install Advanced Rollups
Feedback

Feedback Welcome

Advanced Rollups is actively evolving based on feedback from HubSpot practitioners, consultants, developers, and RevOps teams.

Questions, ideas, or feature requests?