Sales per Customer YoY

[rooroo]

My sales team is not KPI'ed on deals closed but improvement to 
*Overall Sales with Connected Contacts
*Sales per Customer Improvement YoY with Connected Contacts
*AOV improvements YoY with Connected Contacts

I am trying to build a report that allows me to compare Sales, Orders, Sales per Customer, AOV, Customer Penetration YTD vs. STLY.  I would like to see both time periods and then change. Though would like it to be flexible to adapt to a relative time period of my choosing. How would you approach this? I can get sales, orders, customer penetration - but then i end up in excel. I'd like to create a formula in the report and "do the math" but can't figure it out in hubspot and would welcome any thoughts.

We have sales pro, marketing pro and data enterprise.  

* Nott Our sales / orders come in aggregated (YTD/PYTD/Lifetime) to properties and also  via an order object (from shopify) which allows us to also see customer penetration in a time period of our choosing. 

[GraemeW]

Jaycee is spot on — side-by-side dashboard reports is the way.

Since you have Data Hub Enterprise, create a Dataset with formula fields for your calculations:

• Sales per Customer: SUM([order_amount]) / COUNT_DISTINCT([contact_id])
• AOV: SUM([order_amount]) / COUNT([order_id])

Then build YTD and STLY reports from that dataset and put them on a dashboard.

For % change, you'll likely still need Excel — Not sure if HubSpot can't calculate across reports.

[Jaycee_Lewis]

Hi, @rooroo 👋 Welcome to our community. Hopefully someone smarter 😉 than me will be able to chime in, but I'm willing to share my opinion. It may not be possible to build an all-in-one report (which is why you end up in Excel)

One alternative approach:

• Build a dashboard that holds all your KPIs
• Create pairs of simple YTD vs. STLY reports (as single KPI numbers) and place them side-by-side
• Use your Datasets (Enterprise) feature to pre-calculate complex metrics like "Sales per Customer" before you even start building the report
• This method keeps you 100% inside HubSpot and gives your team the exact visual comparison they need

Best,

Jaycee