Calculate deals count over a given period of time

Revenue Hub Tips, Tricks & Best Practices
7

Hey @karstenkoehler , once again, this is bringing a nice solution! What I’m going to do :

  1. Create a boolean property at deal level : Purchased between the last 12 and 6 months
  2. Create a boolean property at deal level : Purchased in the last 6 months
  3. Setup a daily workflow that will verify time range deal has been created
  4. Create custom calculation property (for me, at contact level) for each Time range I want to calculate the count.
  5. Create the final custom calculation property (comparing previous 2 calculation property) that will determine if deal count is decresing over time for a contact.

Solution is complete for me, thanks a lot.