topic Re: Custom Company Property for Number of Won Deals in Tips, Tricks & Best Practices

Custom Company Property for Number of Won Deals

CAnderson09 — Tue, 30 Jul 2024 18:05:56 GMT

Community,

I have been searching a number of old posts and am struggling to find a workaround to accomplish creating a custom property on the Company entity that calculates the number of won deals associated with the company. You are not able to use a calculated property, I have tried multiple times to put a workflow in place to assist and have been struggling to get this to function properly. If anyone has any suggestions they would be greatly appreciated.

Re: Custom Company Property for Number of Won Deals

RSchweighart — Tue, 30 Jul 2024 18:43:44 GMT

Hi @CAnderson09,

This is a good question. A custom property would be a little more involved. How would you feel about setting up a report to display this information?

To set up a report, go to Reporting > Reports > Create Report (button in top right) > Custom Report Builder in the top middle. Then, follow this setup:

You don't need to use a pivot table. You can select another option to display the information.

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier.

Re: Custom Company Property for Number of Won Deals

CAnderson09 — Tue, 30 Jul 2024 18:52:39 GMT

Thank you, but no we need this in a property on the company records as we need this property to assist in building out other calculations on the company record.

Re: Custom Company Property for Number of Won Deals

franksteiner79 — Tue, 30 Jul 2024 19:08:23 GMT

Hi @CAnderson09

If you need it in a company property I would the following:

Create custom company property "Won Deals", property type number
Create a company workflow
Trigger associated deal with "closed won" = true
Then select the workflow action increase properly value by 1 and select your "won deals" property
make sure to select re-enrolment so companies enrol when a new closed won deal is associated

Do you have loads of "historical" deal data that needs to be considered?

Hope that helps and works.

Frank

Re: Custom Company Property for Number of Won Deals

RSchweighart — Tue, 30 Jul 2024 19:23:57 GMT

Hi Christa, @franksteiner79 is in-line with what I would propose. Here's how to set it up with the trigger step, namely the trigger step can be a little tricky with the associated object.

Re: Custom Company Property for Number of Won Deals

CAnderson09 — Tue, 30 Jul 2024 19:30:54 GMT

Thank you, we are on the same track this is what I initially did, but the workflow was not working when I did it with a test account. The first time I ran it there was 1 won deal on the company and it put a 2 in place. I then cleared out the deals from our test company and redid it and it stayed at 0 and would not update to 1.

Re: Custom Company Property for Number of Won Deals

CAnderson09 — Tue, 30 Jul 2024 19:31:44 GMT

And yes I do have historical data to take into consideration.

Re: Custom Company Property for Number of Won Deals

CAnderson09 — Tue, 30 Jul 2024 19:54:29 GMT

@franksteiner79 and @RSchweighart I re created the workflow based on what you both stated above and ran the workflow. It only updated the first deal as a 1. If there were 2 won deals or I closed a 2nd deal as a win on a test account it did not update the number in the Won Deal Number property to 2, it stated a 1. And I have re-enroll checked.

Re: Custom Company Property for Number of Won Deals

RSchweighart — Tue, 30 Jul 2024 21:10:15 GMT

Hi Christa, after a closer look, we can accomplish this as a calculated property without any workflows. You may need to recreate the property if you can't edit your existing one, but when you do, you'll want to select calculation as the property type. Then, use these settings:

Thanks for asking the question, as I'm sure it will be helpful to others!

Re: Custom Company Property for Number of Won Deals

CAnderson09 — Tue, 30 Jul 2024 21:20:29 GMT

Thank you! That worked perfectly! I very much appreciate all the help from everyone.