We have two revenue streams attached to each of our deals and would like to combine these two figures in the “Amount” field. I’m aware that Amount is a pre-set field and can’t be made into a calculation, so I have created a custom field called “Total Amount” that combines these two revenue figures in each deal instead.
However, when trying to report on this Total Amount figure, we aren’t able to use Hubspot’s “Deal Stage Weighted Amount” function as this is automateically calculated and is fixed to calculating the pipeline weight on the Amount in Company Currency.
Is there any way to produce our Deal reports using the deal stage weighting and using this new Total Amount figure instead of Amount in Company Currency?
@HWilliams4 To clarify, are you looking to leverage the calculations of the weighted deal stage on your custom created property Total Amount?"
If so, that is not possible. But you could create a workflow that instead copies the Total Amount field back to the Default Amount field which would allow you to rely on the native Weighted Deal Stage amount.
That’s exactly what I’m after and thought that would be the case. Hadn’t looked at trying to solve it with workflows, will give it a go.
Trying to find a solution using workflows but can’t see how to set the Amount to a calculated figure - I’m only seeing the option to set it to a static number that you input in the workflow, rather than a combined number from the 2 revenue figures.
Try this workflow layout:
Legend, thank you. I wasn’t using the copy property value function.
@HWilliams4 I would try that and see if it solves. Feel free to mark this post as an accepted solution if your question was answered. Happy Hubspotting!
