I figured out how to dynamically track Net Revenue Retention / team members as a percentage via custom code.
The only problem is that to get it accurate at a company level, I need to divide the sum of all NRRs by the total amount of deals in our company CSM's portfolios.
Is there a way to create a dynamic property that adds up the total number of deals and can I store this as a value under each deal? Or store somewhere in hubspot that can be pulled by custom code?
There's a default Company Property called Number of Associated Deals (num_associated_deals) that you can add to your calculation.
Have fun
Mike
Here to learn more about HubSpot and share my HubSpot Knowledge. I'm the founder of Webalite a HubSpot Partner Agency based in Wellington, New Zealand and the founder of Portal-iQ the world's first automated HubSpot Portal Audit that helps you work smarter with HubSpot.
There's a default Company Property called Number of Associated Deals (num_associated_deals) that you can add to your calculation.
Have fun
Mike
Here to learn more about HubSpot and share my HubSpot Knowledge. I'm the founder of Webalite a HubSpot Partner Agency based in Wellington, New Zealand and the founder of Portal-iQ the world's first automated HubSpot Portal Audit that helps you work smarter with HubSpot.
