topic Re: Total Deal Amount in Sales Hub Tools

Total Deal Amount

MichaelWere — Fri, 05 Jan 2024 05:39:07 GMT

Hi there,

If I click on a Contact ---> Associated Deals, I arrive at a tally of every deal where the contact is associated with.

Under Insights is a very informative 'field' called Total Deal Amount, as shown in the screenshots.

I want to be able to create a list that ranks contacts from largest to smallest based on this Total Deal Amount.

Re: Total Deal Amount

karstenkoehler — Fri, 05 Jan 2024 05:45:34 GMT

Hi @MichaelWere,

This would require a Professional subscription and there are two approaches:

Calculation property: You would create a contact calculation property that sums up the amounts of all associated deals. Once created, you can adjust your contact index page (Menu > Contacts > Contacts) to include a column for this new property and sort by it.
Custom Report Builder: You would create a custom report pulling in data sources Contacts and Deals and could then visualize the total deal amount by contact, choosing a table visualization for the report and then sorting the table by the total deal amount column.

Without a Professional subscription, what you're trying to do is unfortunately not possible.

Let me know if you need more detailed information on the two options outlined above.

Best regards!

Re: Total Deal Amount

MichaelWere — Fri, 05 Jan 2024 06:08:14 GMT

Hi again,

Thanks for a quick reply! We have SalesPro subscription so that is good news to start!

I think the Custom Report Builder option would be the best for us. Any tips to start this process? I am a rookie on reports.

Best wishes,
Michael

Re: Total Deal Amount

karstenkoehler — Fri, 05 Jan 2024 06:30:33 GMT

Hi @MichaelWere,

In the custom report builder, you'd select Contacts as primary data source and Deals as secondary data source.

Next, you'd choose a Table chart visualization.

You can then drag and drop the contact's first and last name and the deal amount from the left sidebar as shown below:

Once you have this, you should see a 'Sort by' option in the top right corner where you can sort by the Sum (Amount) descending.

Best regards!

Re: Total Deal Amount

MichaelWere — Mon, 08 Jan 2024 21:24:39 GMT

Hello Karsten,

I encountered a couple of challenges with your proposed solution:

1. I was unable to find a standard field of Sum (Amount) as proposed in your Custom Report solution. Why would this be missing in our Hubspot setup? Or are my report settings incorrect so I cannot find it? Could I create this field?

2. As the Custom Report solution was not working, I tried option 2 to create a Calculation Property. I was able to create a 'SUM of Associated Deals' field as a Contact property. However, I then could not work out how to exclude lost deals by deal status. There is an option for Additional Conditions, but this appears to be limited to ONLY one condition. And with multiple pipelines, with multiple deal status per pipeline, my new calculation property picks up everything including all lost deals.

Finally, I tried utilising the Custom Report options with this new calculation property. When I include the property, I end up with multiple lines of data per contact. It would appear that a line of data exists for every deal that the contact is associated with. I just want one line listed in my report per contact, I must have the setup wrong somewhere?

(Screenshot below with contact names/private data redacted)

Cheers

Michael

Re: Total Deal Amount

karstenkoehler — Tue, 09 Jan 2024 05:21:10 GMT

Hi @MichaelWere,

'(Sum) Amount' is a measure applied on the 'Amount' field. When you find an add 'Amount', you can change the measure by clicking on the small pencil next to it.

Best regards!

Re: Total Deal Amount

MichaelWere — Tue, 09 Jan 2024 08:58:50 GMT

Thank you so much Karsten! I have solved my challenge, and learnt a lot from you in the process. I really appreciate it!