Calculate deals count over a given period of time

Revenue Hub Tips, Tricks & Best Practices
5

Hi @karstenkoehler,

Thanks a lot for this detailed answer!

If I got it correctly, I will have to:

  1. Create a multiple checkboxes property to select the desired time range.
  2. Setup a workflow that will assign the correct time range to the property created at step 1
  3. Create a specific custom calculation property (for me, at contact level) for each time range I want to calculate the deal count (using property created at step 1 to setup an additional condition).
  4. Create the final custom calculation property that will determine if deal count is decresing over time.

I then got few questions about this flow:

  1. What if I want to “automatize” the time range that will be taken in account? For exemple, if I want to identify contact that have a lower deal count in the previous 6 months than in the 6 months before those 6 months.
  2. How is HubSpot able to verify that a select option of a property is greater that another select option of the same property?

Thank you once more on the really helpfull insights!