---
title: Using a Calculated Property to Create a Rollup in HubSpot
description: Learn how to create a custom property in HubSpot to track closed won deals for companies. Follow the step-by-step guide for easy implementation and optimization.
---

[WHInsights](https://www.whimpact.co/wh1nsights)

# [Using a Calculated Property to Create a Rollup in HubSpot](https://www.whimpact.co/wh1nsights/using-a-calculated-property-to-create-a-rollup-in-hubspot)

 Written by [Ryan Schweighart](https://www.whimpact.co/wh1nsights/author/ryan-schweighart) | Aug 7, 2024 1:28:00 PM

In this guide, we will walk through the steps to create a custom property in HubSpot that calculates the number of closed won deals associated with a company. Today's post is inspired by Christa who posted [this inquiry in the HubSpot community](https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Custom-Company-Property-for-Number-of-Won-Deals/td-p/1018908).

 

Hi, my name is Ryan Schweighart, founder of Whole Hart Impact, where I help organization's simplify their client operations with HubSpot and Zapier.

## Step-by-Step Guide

### Step 1: Access HubSpot Settings

1. Navigate to your HubSpot account.
2. Go to the **Settings** by clicking on the gear icon.
3. In the left sidebar, scroll down to the **Data Management** section and select **Properties**.

### Step 2: Create a New Company Property

1. From the dropdown menu in the top middle, select **Company Properties**.
2. Click the orange **Create Property** button on the right.

### Step 3: Configure the Property

1. For the **Object Type**, ensure **Company** is selected.
2. Choose the group where you want to place this property, such as **Deal Information**.
3. Give your property a name, for example, **Closed Won Deals Count**.
4. Optionally, add a description for clarity.

### Step 4: Define the Calculation

1. Select **Calculation** as the field type.
2. Click **Build Calculation**.
3. Choose **Count** for the calculation type.
4. Opt for **Formatted Number** or **Unformatted Number** based on your preference.

### Step 5: Set Up the Associated Records

1. Select **Deal** as the associated record type.
2. Ensure it looks for **Associated Deals**.
3. If needed, apply filters by association labels, but it’s generally fine to leave it for all labels.

### Step 6: Apply Conditions

1. For the associated record property, select **IsClosedWon**.
2. Create a condition where **IsClosedWon** is equal to 1.
3. Click **Create** to finalize the property.

### Step 7: Verify the Calculation

1. Navigate to **CRM > Companies** to view all companies.
2. Use the **Edit Columns** option to add the new property to your table view.
3. Refresh the page if necessary to see the updated count.

### Beta Feature for Property Creation

HubSpot is testing a new property creation process. To join the beta:

1. Go to the **Product Updates** in the top right.
2. Select **In Beta** and look for the **Updated Property Creation and Editing Experience**.
3. Join the beta to try out the new features.

That's it! You've now created a custom property in HubSpot to track the number of closed won deals associated with a company. If you have any questions, feel free to reach out.

[View full post](https://www.whimpact.co/wh1nsights/using-a-calculated-property-to-create-a-rollup-in-hubspot)

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