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juin 12, 20245:08 AM - modifié juin 28, 20243:09 AM
Membre
Average deal amount comparing to industry average
Résolue
Hi all, is there a way to set up a report in which I compare the total deal amount from Company A to the total deal size of the industry linked to that company in my database?
Not out of the box, no. Here are two ways you could approach this:
Create a report per industry and manually set the goal line for that particular industry.
Create a workflow that stores the industry average in a company field for each company record - then create a report that displays both values (vertical bar chart, two y-axes). You would then have the deal amount vs industry average side by side for easy comparison.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Not out of the box, no. Here are two ways you could approach this:
Create a report per industry and manually set the goal line for that particular industry.
Create a workflow that stores the industry average in a company field for each company record - then create a report that displays both values (vertical bar chart, two y-axes). You would then have the deal amount vs industry average side by side for easy comparison.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer