Hi,
I feel like this has probably been answered, but I am trying to create a report to find the Top 20 (or so) clients that have spent the most money (Bid Awarded) with us since 1/1/2021.
I am trying to strengthen our relationships with the clients that give us the most recent business by taking them out to coffee, lunch, events, and so on. Our company has not done this before as I am their first Salesperson and they have been in business for 8 years. And HubSpot for a decent amount of that time, so we have quite a few deals in here.
How can I run a report that will reflect what companies have awarded us the most won revenue, since 1/1/2021?
All you need to do is build a report looking at the Deal Stage of Closed Won and the Close Date of 1/1/21 or later. Pretty straightforward report to get started. That is assuming the data is clean, but if you are the first hire, some of the data might need a look-through and some verification. If you needed help running reports like that I could offer a hand at setting up some reports and letting you know if there are any glaring issues that might need to be addressed asap to make your campaign successful.
Yes, unfortunately I do not believe it is that simple. The company did not set up HubSpot correctly and did not track/fill in blanks properly (a lot of missing data). Thanks for the help - but don’t think I can find my answer that way. I clean up things when I can, but it’s a mess.