Customer report showing order frequency

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi there,

is it possible to build a custom report that shows the order frequency o customers, meaning:

- Customer A has 5 deals associated

- what is the time frame between those deals?

- In the next step: Can I set up a workflow for e.g. all customers that have made x oders already but have not reordered yet? Or for all customers that have not ordered since x days but should be followed up?

Thanks in advance!

Best

Olivia

2

Hey @waterdrop

I think you will find the answers to most of your questions in the documentation HubSpot has around reporting and workflow:

1. Create custom reports

2. Sales dashboard reports

3. Report on team productivity

4. Getting started with reporting

5.Get started with workflows

Please keep in mind you’ll need to have a paid subscription for most of these functionalities.

I hope this helps

Best

Sharon