topic Re: Deal Line Item - Weighted amount for reports in Tips, Tricks & Best Practices

Deal Line Item - Weighted amount for reports

OBetzalel — Sun, 02 Jun 2024 14:02:34 GMT

Hi,

We would like to create reports in HubSpot that shows the weighted amount per line item in the deal.

Group by Deal -> Line Item -> Weighted Amount (Line Item Amount * Deal Probability).

We are using multi-currency*

Is it possible to create a calculated property via the API for line item and display the right value in a calculated property, even if we have multi-currency?

Thanks!

Re: Deal Line Item - Weighted amount for reports

HFisher7 — Mon, 03 Jun 2024 08:41:52 GMT

@OBetzalel - Unfortunately it isn't possible to create calculated product (line items) currently BUT I've got round this by using a formula field in a Dataset.

If you don't have access to datasets, I believe you'll be able to use the 'Formula Fields now in Custom Report Builder (BETA)' to do this within a custom report. You can opt into the product update via the link below if you add your HubID in the square brackets first 🙂

https://app.hubspot.com/product-updates/[ADD YOUR HUBID HERE]/?query=formula%2520field&update=13905273

Re: Deal Line Item - Weighted amount for reports

OBetzalel — Mon, 03 Jun 2024 14:09:20 GMT

@HFisher7 Hi,

But we are trying to see the weighted amount in the currency of the deal (we have multiple currency) - Can we see the currency amount and not just the number? becuase we want to see the actual currency number * the probability.

for example, Product X is 100 USD, Probability 50% of the deal. the output shows: 50 USD. is this possible?

Thanks!

Re: Deal Line Item - Weighted amount for reports

OBetzalel — Thu, 06 Jun 2024 07:09:06 GMT

@HFisher7 Thank you very much my friend!

I also need to have the exchange rate for open deals, how can I achieve that? becuase I need to use it for the weighted amount for different currencies.

Thanks!

Re: Deal Line Item - Weighted amount for reports

HFisher7 — Thu, 06 Jun 2024 09:49:14 GMT

@OBetzalel - Weighted amount and weighted amount in company currency are default calculation properties you'll be able to find in your portal:

As is exchange rate:

Re: Deal Line Item - Weighted amount for reports

OBetzalel — Thu, 06 Jun 2024 09:56:28 GMT

@HFisher7 Yes, but I need the actual exchange rate for reporting purpose for the weighted Line Item TCV, I might be able to make a use of these fields with a calulction to extract from it the exchange rate?

Thanks.