Company Yearly Booking for YTD and Last Year, total Amount of all closed won Deals

Smart CRM & Sales Hub CRM
1

Hello,

We want to create a new property under the Company object in Hubspot.

  1. (YTD) Total Amount of all Closed WON Deals
  2. (Last Year)Total Amount of all Closed WON Deals

Is it possible to calculate total amount with calculated properties?

Thank you.

2

Hi @06401,

You might be able to get crafty to get this to work, but it may be a challenge. While you can sum values from associated deals, you can’t filter based on the close date of those deals. The only workaround I can think of is to create a custom property that can be used in the filters like a number…1 for last year 0 for this year…or something like that.

You could accomplish this in reports, but that may not be suitable for your use case.

Josh