CRM

NTemmerman
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Average deal amount comparing to industry average

解決

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?

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Average deal amount comparing to industry average

解決

Hi @NTemmerman,

 

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Average deal amount comparing to industry average

解決

Hi @NTemmerman,

 

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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.