Setup Guide

Prerequisites

Before you start, make sure you have:

• A HubSpot account with Super Admin or App Marketplace Access permissions
• At least one Deal and one Company record in your portal (sample data works fine)
• Deals must be associated with Companies for rollups to calculate

Install the app ~1 min

1. Click Install AdvancedRollups.
2. You'll be redirected to HubSpot's OAuth authorization screen.
3. Select the HubSpot account you want to install on, and click Accept.
4. You'll be redirected back to this site confirming the installation was successful.

Add the card to the Company record ~2 min

After installing, you need to place the AdvancedRollups card on your Company record sidebar so you can see rollup values and trigger recalculations.

1. In HubSpot, go to Settings (gear icon, top right).
2. In the left sidebar, navigate to Objects → Companies.
3. Click the Record Customization tab at the top.
4. Under Default view, click Customize the right sidebar (or the sidebar section of the layout you want to edit).
5. In the sidebar editor, click Add cards.
6. Find AdvancedRollups in the list of available cards and click it to add it.
7. Drag the card to your preferred position in the sidebar.
8. Click Save in the top right to apply your changes.

Create a destination Company property ~2 min

Rollup results are written to a Company property you choose. You need a writable number property on the Company object. If you already have one, skip to Step 4.

1. In HubSpot, go to Settings (gear icon, top right).
2. Navigate to Properties in the left sidebar.
3. Select the Company properties tab.
4. Click Create property.
5. Fill in:
   • Label: e.g. "Total Open Deal Value" or "Deal Count (Closed Won)"
   • Group: Company information (or any group)
   • Field type: Number
6. Click Create.

Create a rollup rule ~1 min

1. Open any Company record in HubSpot.
2. In the right sidebar, find the AdvancedRollups card and click Manage rules.
3. On the dashboard, click New rule.
4. Fill in the rule form:
   • Rule name: A descriptive name (e.g. "Total Deal Amount")
   • Aggregation type: SUM (add up values) or COUNT (count matching deals)
   • Source Deal property: The Deal property to aggregate (e.g. "Amount")
   • Destination Company property: The property you created in Step 3
5. Optionally add filters:
   • Pipeline filter: Only include deals from specific pipelines
   • Deal stage filter: Only include deals at specific stages (e.g. "Closed Won")
6. Click Save Rule.

Backfill existing data ~1-5 min

After creating a rule, you need to run a backfill to calculate values for all existing Company records.

1. On the dashboard, find your new rule.
2. Click Sync next to the rule.
3. Click Start backfill.
4. The progress bar shows how many companies have been processed. Wait for it to complete.

After the backfill finishes, every Company that has associated Deals will have its destination property updated with the calculated value.

View results on the Company card

1. Open any Company record that has associated Deals.
2. In the right sidebar, find the AdvancedRollups card.
3. You'll see the current value for each active rule, along with the rule name and last execution time.
4. Click Recalculate all to manually refresh all rule values for this specific Company.

Optional: date and product filters

When creating a rule, you can add advanced filters to narrow which Deals are included in the calculation:

Date filter

• Pick any Deal date field (e.g. Close Date, Create Date)
• Choose a rolling time window: Year to date, Past 12 months, or Last 90 days
• Only deals within that window are included in the aggregation

Product line and product filters

• Filter deals by the product line type or specific products on their line items
• A deal is included if any of its line items match the selected product or product line
• The full deal amount is used (no partial allocation)