Last month we ran a promotion intended to bring in new business. Accounts that took advantage were recorded by setting the deal type for the order as “New Business” or “Reengaged Business”. This month we want to run a report on how many of the New/Reengaged accounts from last month come back to reorder this month. Any ideas on how to make this happen would be appreciated. Thanks everybody!
Hello @BVoigt1 ,
You need to create a multi- object Report by Navigating to:
Reports > Reports > Create Report > Custom Report Builder.
Ther filters you need to apply are - Screenshot by Lightshot
And then you can select how you want to see the data, it can either be in a list OR table format consiting all the details Screenshot by Lightshot or a bar graph format with a cummulative data. Screenshot by Lightshot , https://prnt.sc/KrdQ169eA1_8
Hi @webdew,
Thanks for the response. Unfortunately this doesn’t seem to be quite what I was looking for. We already have reported on how many deals used the available promotions (had deal types of new/reengaged). Now we are looking to see how many of the accounts that were new or reengaged last month become recurring business this month. Perhaps I’m missing somthing in your original response, I noticed that you didn’t include what data sources you used but assumed they were deals and companies. Any further advice is greatly appreciated!
Hi @BVoigt1,
The main challenge here is thatthe “New Business” or “Reengaged Business” sits on the deal record – HubSpot reports always look at associations between two (or more) objects in reports, e.g. deals and companies. Your question refers to old deal <> company <> new deal. When filtering between objects, HubSpot allows only for one level of relationship (“companies associated to deals which…”), not two (“deals which are associated to companies which are associated to deals which…”).
In other words: we first need to make the “New Business” or “Reengaged Business” information available on the company record.
First, you would create a custom company property (e.g. “Deal type during September promotion”) and a deal-based workflow that copies the “New Business” / “Reengaged Business” information from the deal to the company record.
You can then create a report in the custom report builder across companies (primary data source) and deals. The key is to set the deal Create date filter to the month you’re interested in. Additionally, you would filter by companies where the new custom property is any of “New Business” / “Reengaged Business”.
You would then display the Company name (x-axis), Count of deals (y-axis), broken down by the new custom property. That should do the trick. It’s always hypothetical creating a report purely in thoughts and not directly in the portal so if you run into any issues, let me know!
Best regards!