I’m trying to come up with a visualization that will show the deals that we’ve lost, broken down by the annual revenue of the…

Hi @casebook_brian , This doesn’t seem to be possible in the ‘old’ report builder. (HubSpot doesn’t allow you to add both Cou…

Hi @casebook_brian , I’ve played around with this as well. You may have to rely on your second option and copy the annual rev…

Thanks Josh - it looks like the new reporting beta allows this functionality - hopefully that will be the best path forward. …

The new reporting engine for the win. I was able to create what I was looking for and more!

Reporting on lost deals by company's annual revenue

Smart CRM & Sales Hub Dashboards & Reporting

casebook_brian November 6, 2020, 2:16pm 2

I should have added: I’ve considered adding a property to Deals that has a drop-down with the various amounts and then a workflow that copies it over from company - but I was hoping for something cleaner…

Topic		Replies	Views
Annual Revenue Calculation for each company HubSpot Ideas properties , reports	4	2044	January 12, 2023
Report that counts number of companies per count of deals closed Dashboards & Reporting enterprise	1	1322	November 12, 2024
Cumulative company property based on deal revenue Dashboards & Reporting reports	1	1668	January 5, 2022
Total yearly closed deal amount on a company level HubSpot Ideas object	1	834	October 8, 2025
Trying to build a custom deals report Dashboards & Reporting reports , object	1	4324	July 8, 2023

Reporting on lost deals by company's annual revenue

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