Contact Fields - Largest Deal Amount & Date, First Deal Amount

Smart CRM & Sales Hub Account & Settings
1

Hello everybody,

I am working for a small nonprofit that migrated to Hubspot recently, and we are looking to create some custom fields for our contacts.

All our deals are in Hubspot and mostly come via our payment processor.

To analyze our customers/donors, we need to see for each contact the following fields on the contact level:

- most recent deal close date & amount (this comes out of the box)

- first deal close date (this comes out of the box) & amount

- largest deal close date & amount

How could we set this up with a custom field or a report?

Thanks for your help!

Cheers,

Alex

2

Hi @ASmith85

I would create a Dashboard to show your results all in one place.

There are several reports out of the box which should work for you.

And, if you need something special, you can create additional custom reports (depending on your HubSpot subscription).

Let me know if you need any help.

Mike