Is it possible to generate a list of contacts whose deals totaled more than $500 in FY23?

[MCooper52]

For example, if someone had a deal for $300 on 10/1/2022 and another for $300 on 4/5/2023, the total for FY23 would be $600 and they’d be included in the list.

I see I can filter a list of contacts by the associated deal’s close date, but I’m not clear on how to calculate a total of all the deal amounts for that time period.

[jnix284]

@MCooper52 I’ve tested a few options for creating properties and filters to generate a list that could produce the results you’re looking for, but I don’t think it is possible without custom development to gather the necessary deal data and tie it back to the individual contact.

You could technically configure a workflow and series of contact properties that copies the “recent deal value” to each of the subsequent properties and then adds them together, but it would only work in real-time, not historically because there isn’t a way to differentiate from the first deal amount to the second, etc., only most recent.

Essentially you would copy the most recent deal amount to a contact property and then add those properties together in a calculated property - so “IF count of deals = 1, copy deal amount to property 1” then the next workflow would trigger “IF count of deals =2” etc.

Again, that would be a very complex deal structure for something that is probably much simpler to handle with a little custom development using the API.

There’s an option by Company for “Total Open Deal Amount” but if the deal is closed, then the values aren’t included. This could be combined in a report if you created a fiscal year pipeline and copied deals specifically for this purpose, but that would also be a major workaround…

[MCooper52]

Thank you so much for laying out those options, I believe a custom solution using the API would be best

[jnix284]

You’re welcome @MCooper52 , happy to hear that the API solution is something you can pursue

[KLeschyshyn]

To accomplish this (and to it for any year retrospectively) without any extra coding, you may want to:

1. create a custom dropdown Deal property (called “Won in Year”) with a list of years you need this calculation for

1. create a workflow that would
   1. select all Deals Closed Won between 01/01/2022 and 12/31/2022
   2. then “Set Value” 2022 in a “Won in Year”

1. Create a custom Contact property named “Total amount won in 2022” (property type - Calculation). Calculate the sum of Deal Amount (if you use Amount) for all Deals with “Won in Year” == “2022”

1. Create an Active/Static Contact-based List where “Total amount won in 2022” is greater than “500”.

The same logic can be applied to any year.

And more filters (Country, eg) can be added to the Contact List as you grow and need more sophisticated data.

I hope this helps! @MCooper52