Advanced Rollups
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:
The results are written back as real HubSpot properties that can be used throughout your CRM.
See It In Action
Watch this 2-minute demo to see how Advanced Rollups creates and backfills revenue metrics directly on Company records.
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.
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:
Date filtering
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.
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.
Free to Get Started
Install Advanced Rollups and create your first rollup rule at no cost.
Feedback Welcome
Advanced Rollups is actively evolving based on feedback from HubSpot practitioners, consultants, developers, and RevOps teams.
Questions, ideas, or feature requests?