CRM

jaybaum
Mitwirkender/Mitwirkende

Custom Property - Total amount of all closed won deals over the last 12 months

lösung
We're looking to create a custom property that contains "Total amount of all closed won deals over the last 12 months" to display on company records.
 
I can't seem to find an answer anywhere as to how to do this. Any recommendations?
0 Upvotes
1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Custom Property - Total amount of all closed won deals over the last 12 months

lösung

Hi @jaybaum,

 

This is unfortunately not possible. Generally, you would approach this with a calculation property: https://knowledge.hubspot.com/crm-setup/create-calculation-properties

 

However, if you count associated deals, you can not apply date filters as additional conditions and you can only apply one condition, not two (date, stage).

 

If you want this information within a property, you would have to develop custom code (requiring Operations Hub Professional) and assign this count within a workflow. Alternatively, this information can easily be visualized in a custom report.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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3 Antworten
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Custom Property - Total amount of all closed won deals over the last 12 months

lösung

Hi @jaybaum,

 

This is unfortunately not possible. Generally, you would approach this with a calculation property: https://knowledge.hubspot.com/crm-setup/create-calculation-properties

 

However, if you count associated deals, you can not apply date filters as additional conditions and you can only apply one condition, not two (date, stage).

 

If you want this information within a property, you would have to develop custom code (requiring Operations Hub Professional) and assign this count within a workflow. Alternatively, this information can easily be visualized in a custom report.

 

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.

MarcusHarte
Mitwirkender/Mitwirkende

Custom Property - Total amount of all closed won deals over the last 12 months

lösung

Hi Karsten 

Is this still not possible? The "Total revenue" property is so close to this it's just messing with a date filter. If theres a new workaround this would be greatly apreciated. 

0 Upvotes
MarcusHarte
Mitwirkender/Mitwirkende

Custom Property - Total amount of all closed won deals over the last 12 months

lösung

Created this HubSpot Idea 
https://community.hubspot.com/t5/HubSpot-Ideas/Total-yearly-closed-deal-amount-on-a-company-level/id...
Please upvote so we can get this added