"number of associated deals" property but only counting deals in current cal year

Smart CRM & Sales Hub Dashboards & Reporting
, ,
1

Hi all. I’ve been using the “number of associated deals” property to highlight priority contacts we’ve worked with before on our company dashboards.

This is a little too broad, however. I really need a second option: “Number of associated deals with a close data in current calender year”. Could someone advise the best way to do this? Rollup field options won’t allow me to filter by close date.

I can’t restrict the report by close date - I want to see ALL contacts associated with the company, whether they’re associated with a deal or not, but I want to see the current cal year deal count per contact.

TIA!

2

Hi @JPittam,

A roll-up property is the correct approach here - but you need an assisting custom property and workflow for the condition:

  1. Create a custom property, e.g. dropdown property “Close date (Year)” with options 2025, 2026, etc
  2. Create a deal-based workflow that enrolls closed deals, then branches by close date, then uses “Edit record” workflow action to update property from step 1
  3. Use property from step 1 as a condition in the roll-up property

Best regards!

3

Thanks so much, that worked great

4

Ah sorry - was mixed up between two posts. Just trying this now but I’m not able to branch by Close Date (says is incompatible) - any suggestion?

5

@JPittam are you using an AND/OR branch?