Calculate number of deals per person per yearSOLVE
Nov 12, 2019 3:21 PM
Each contact record in our database may have between 1 and 10 deals associated with them each year. I am trying to create a marketing workflow that delivers a message each time a deal is closed for a specific calendar year, but want the message to vary based on the number of deals they've closed this year.
How can I determine how many deals a contact has for a given year?
Can I create a contact property that lists the # of deals in 2019 only (ignoring deals from all other years)?
Solved! Go to Solution.
Nov 12, 2019 8:22 PM
Hi @iamathlete , I recommend starting with this set up:
Create a custom number property on the contact record for "Number of Deals in 2019". Then, create a workflows called "Set Contact Deal Count For 2019."
That workflow will say:
If a deal reached your closed "won" deal stage and the close date is within the calendar year 2019, increase the "Number of Deals in 2019" by one. If you "close date" data is not accurate, you can also switch that out for "create date" if that works for your company's process.
From there, it is a matter of training your sales team not to move a deal to "Closed - Won" until it is actually a done deal. You'll also be able to create some great reports from that custom property.
At the end of the calendar year, you can either clear, repurpose, and rename that custom property OR clone that property and adjust the workflow for 2020 (if you want to keep the historical data). Good luck!