Get ready for our next HubSpot User Group, where we’ll explore calculated properties and discuss how to utilize them in your HubSpot setup. This session is designed to unlock the potential of calculated properties, showcasing their versatility and impact on your marketing and sales strategies.

1. How To Utilize Calculated Properties
in your HubSpot Setup
NORDIC MANUFACTURING HUBSPOT USER GROUP

2. As a member of the Nordics MANU HUG you will:
● Learn from proven cases of inbound-driven
success
● Get to share the HubSpot practices that
support your growth journey
● Meet fellow 'Inbounders' who share
industry-specific challenges and aspirations
● The Nordics MANU HUG is a community-led,
non-commercial initiative adhering to the
official HubSpot User Group principles.
Nordic Manufacturing HubSpot User Group

3. Lars Ørhøj Lauridsen
● Senior Inbound Strategist and Aarhus Lead
at Helion B2B
● 10+ years of experience with HubSpot and
Inbound Strategy for B2B companies
● HUG Leader
Hi everyone 👋

4. 01. Properties
02. Calculated Properties
03. Use Cases
05. How to use?
06. Q&A
Agenda

5. Properties

6. HubSpot Properties
● Definition
○ A HubSpot property stores information
about a contact, company, deal, or ticket
within HubSpot CRM.
○ Properties are used to collect and store
specific data points from interactions and
relationships managed in HubSpot.
● Types of Properties
○ Standard Properties: Default properties
provided by HubSpot, such as 'Email',
'Phone Number', and 'Company'.
○ Custom Properties: User-defined
properties created to meet specific
business needs.

7. HubSpot Properties
● Uses of Properties
● Management and Customization
● Practical Example

8. Calculated Properties - a Hidden Gem?

9. HubSpot Calculated Properties
● Definition
○ Uses a formula to determine their value
based on the values of other properties
● Types of Calculations
○ Arithmetic calculations
○ Date calculations
○ Text calculations

10. HubSpot Calculated Properties
● Benefits
○ Data Accuracy: Ensures that calculations are
consistent and error-free.
○ Efficiency: Saves time by automating repetitive
calculations.
○ Dynamic Updates: Values update automatically as
the underlying data changes.
● Examples
○ Creating a 'Deal Value' property that multiplies
'Number of Units' by 'Unit Price' to automatically
calculate total deal size.
○ Calculating 'Days to Close' by subtracting the 'Deal
Start Date' from the 'Deal Close Date'.

11. Restrictions on Calculated Properties?
● Only available in Pro and Enterprise
licenses
○ Pro: 25 calculated properties (upgraded from 5)
○ Enterprise: 200 calculated properties 200
25
0

12. Use Cases in Manufacturing

13. Use Cases in Manufacturing
1. Advanced Lead Scoring
2. Deal Scoring for Sales Prioritization:
3. Inventory Turnover Ratio
4. Customer Lifetime Value (CLTV)
5. …

14. How To Use Calculated Properties?

15. HubSpot Calculated Properties
● Calculate values are based on
properties of the selected record and
associated records

16. HubSpot Calculated Properties Types
● Min: displays the minimum value for the selected number
property on associated records of the selected object.
● Max: displays the maximum value for the selected number
property on all associated records of the selected object.
● Count: counts the total number of associated records of the
selected object that have a value for the number property
selected.
● Sum: sums up the values for the selected number property on
all associated records of the selected object.
● Average: calculates the average of the values for the selected
number property on all associated records of the selected
object.
● Time Between: The time between two dates.
● Custom equation: You can also create properties that
calculate values based on your own criteria. Like a
spreadsheet formula.
“ ”

17. HubSpot uses Calculated Properties already!
●

18. Setup Calculated Properties
● Setting Up Calculated Properties
○ Navigate to your HubSpot account settings.
○ Under Properties, create a new Calculated Property and define its formula using the
formula editor.
○ Use the formula validation tool to ensure accuracy before saving.

19. Demo
● Average Deal Amount
○ Built in Company Object
● Custom Calculation
○ Show the fields
○ Concatenate first and last name

20. Examples
● Lead Score Calculation
○ “Formula”: (Score from Email Interactions * 1.5) + (Score from Web Page Visits * 1.2) + (Score from Downloaded Content * 2)
○ Purpose: This formula calculates a lead score based on different types of interactions, with different weights assigned to each
type.
● Average Purchase Value
○ “Formula”: Total Revenue / Number of Orders
○ Purpose: Computes the average amount spent per order, useful for understanding customer spending habits.
● Time Between Actions
○ “Formula”: Time Between(Last Contact Date, Deal Close Date)
○ Purpose: Calculates the number of days between the last contact with a client and the closing of a deal. This is helpful for sales
cycle analysis.
● Customer Lifetime Value (CLV)
○ “Formula”: (Average Purchase Value * Purchase Frequency) / Churn Rate
○ Purpose: Estimates the total value a customer is expected to bring to the company over their entire relationship, aiding in
budget allocation and marketing spend.
● Concatenation of Text Fields
○ “Formula”: CONCATENATE(Contact First Name, " ", Contact Last Name)
○ Purpose: Merges first and last name properties into a full name property, useful for personalizing communications.

21. Newest additions to
Calculated Properties

22. Calculated Properties are not static 😉
●

23. Q&A

24. Thank you!