Closed Won Deals in the last N days LIST

[LBellani]

Hello community,

I am a bit stucked with this.

We are in the finnancial industry, so it's common that custoers close deals on a daily basis (Clients operating daily).

I am trying to create a property that shows how hot / cold companies are based on how many deals were closed won in the last 15 days (rolling).

I know there is a property in companies labeled #associated deals, but it shows the overall deals for that company and until now i ve tried everything but i can 't filter out of that property.

I created a property with a dropdown Select field that has 3 status "Cold", "Medium", "Hot", and planned a workflow to change the property value based on this missing data.. 

I would like to begin by getting an active list for each of three status and  get my sales team to work with that.

I m afraid that my suscription only alows for basic calculated fields.

*ignore the reds here thats not the problem. 

What's the best way to get this done?

My HubSpot suscription  is Marketing  Sales Hub Professional

Thank you !

[karstenkoehler · Accepted solution]

Hi @LBellani,

If you have access to workflows, you also have roll-up properties: https://knowledge.hubspot.com/properties/create-calculation-properties

What I would do is the following:

1. Create a workflwo that enrolls deals when they're closed won, then sets a custom property "Closed within last 15 days?" (single checkbox) to "Yes", then delays for 15 days, then clears the property value
2. Create a roll-up property (see link above) on the company object that counts the number of deals with the condition "Closed within last 15 days?" is equal to "Yes"
3. If needed, create another workflow, that translates the number from that roll-up property into a cold/medium/warm (separate property)

Have a look and let me know if you're getting stuck (and if so, where)!

[LBellani]

Amazing! Both workflows enrolled and working.

  Thank you so much!

[karstenkoehler · Accepted solution]

Hi @LBellani,

If you have access to workflows, you also have roll-up properties: https://knowledge.hubspot.com/properties/create-calculation-properties

What I would do is the following:

1. Create a workflwo that enrolls deals when they're closed won, then sets a custom property "Closed within last 15 days?" (single checkbox) to "Yes", then delays for 15 days, then clears the property value
2. Create a roll-up property (see link above) on the company object that counts the number of deals with the condition "Closed within last 15 days?" is equal to "Yes"
3. If needed, create another workflow, that translates the number from that roll-up property into a cold/medium/warm (separate property)

Have a look and let me know if you're getting stuck (and if so, where)!

[LBellani]

@karstenkoehler thank you so much for the quick response.

I am trying to get this done, but still have a doubt.
All our deals are loaas closed won directly, so there is not a "property value" change they are just loaded like that.  Will this still work?

[karstenkoehler]

@LBellani what do you mean they're closed won directly? In any case, you can use "Is closed won" = yes/true AND Close date is less than 1 day ago.

[LBellani]

@karstenkoehler  sorry to bother you again.

I an having trouble with the second workflow that "updates" the "Temperature" property in the company object.


This is what i configured it:..

It seems not to be updating the status.  Any suggestions?

(This is a view of the companies object)

Thank you so much

[karstenkoehler · Accepted solution]

@LBellani I'm not a fan for the event-based triggers for this, instead try "When filter criteria is met" for enrollment, then re-enroll based on "Trades last 15 days is known" 🙂

Theoretically, this could also be done with a custom equation in a calculation property, using the if() function: https://knowledge.hubspot.com/properties/create-calculation-properties

[LBellani]

So.. As i mentioned, in our business there is no such thing as a sales process. Customers are in touch with sales reps over Whatsapp and some of them quote 10 times a day for x asset, and most quotes are "informal".. by the end of the day we import via api all the executed trades (as deals)  and by defaultthey are "closed won" and associated to the record id of that company