HubSpot’s native rollup properties cover many common use cases. As reporting requirements grow, businesses often need calculations that go beyond what’s available out of the box, such as YTD revenue, pipeline specific revenue, open pipeline value, rolling date ranges, or other custom metrics. Building and maintaining these calculations often requires multiple workflows, helper properties, or custom code.

Advanced Rollups extends HubSpot’s native rollups, making it easy to create advanced Company metrics through simple configuration instead of workflows, helper properties, or custom code. Define a calculation once, and the app automatically keeps it up to date as your deal data changes.

Give your sales and RevOps teams the information they need directly on Company records to improve reporting, power segmentation and automation, and reduce the maintenance burden of complex rollup logic.