Count of Closed/Won sales deals

jdtingay
Participant

I want to be able to create a count of the number of Closed/Won and Closed/Lost sales deals for a company so that we can identify issues with closing deals as well as those customers who may be using us for just price comparison with our competitors.

 

I have two custom properties for a company and I can increment them manually or using a simple workflow but the issue is that I can't re-enroll a company into a workflow that can trigger this automatically, each time a deal is won or lost - this is one of the situations where there is a block on re-enrollment.

 

Does anyone have any suggestions? I'd prefer to keep this all within Hubspot rather than branching out to Zapier.

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7 Replies 7
TiphaineCuisset
Community Manager

Hi @jdtingay 

 

Thank you for reaching out.

 

I want to tag some of our experts on this - @NicoleSengers @Huble_Connor @Dan1 do you have any thoughts for @jdtingay on this? 

 

Thank you!

Best

Tiphaine


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NicoleSengers
Guide | Elite Partner

Hi @jdtingay 

 

Could you perhaps create a custom deals report that shows the company name  and the count of deals - and then have a secondary filter for deal stage (filter out deals that arent in stages won or lost) and then you can see the count of won vs lost deals by company.

 

Hope that helps!

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Kind regards,
Nicole Sengers
jdtingay
Participant

Nicole,

 

Thanks for the suggestion - however, I want to be able to trigger workflows based on these numbers so having companies in a list won't get me where I want.

 

I mjght have to go outside of Hubspot and trigger something from Zapier when a deal is moved to closed/won or closed/lost, something that I've had to do with SurveyMonkey as Hubspot overwrites the previous SurveyMonkey results when a new response is received.

 

It's frustrating that something that appears to be so simple can't be done easily in such as powerful platform. 

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Huble_Connor
Key Advisor | Elite Partner

Sorry for being late to the party. What are these two custom properties and what type are they? You should be able to use numeric logic like greater than or less than as long as it's a number field. The Knowledge Base even has a note about number workflow enrollment so maybe look at what properties you are using and how.



Connor Slivensky
HubSpot Implementation Specialist

Huble Digital | www.hubledigital.com

P: +1 (312) 488-9710


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jdtingay
Participant

Conor,

 

The two company properties are numeric and are company information properties. 

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NicoleSengers
Guide | Elite Partner

Could you create a deal based workflow that triggers at closed lost or won. Where the deal updates a company property? So you create two properties deals won and Deals lost and then when a deal is won it increases the first property and when a deal moves to lost the deal triggers a workflow to increase the deal lost property?

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

Kind regards,
Nicole Sengers
jdtingay
Participant

Nicole,


The issue is that you can't use a deal workflow to trigger a company workflow. This is where I've got stuck.

 

I can trigger a workflow when a deal moves to Closed/Won but I can't then trigger another workflow unless it's deal based - a workflow to increment a company property would need to be a company based workflow and I can't trigger that from a deal workflow as the company is unknown to the deal workflow.

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