Is there a way to see all recurring customers at once in CRM?

[Tassuvahti]

 Say if one customer has 2 deals, is it possible to get a list of all these customers, and a recurring rate perhaps (e.g. 65% recurring customers)? I am currently having Recurring Rate as a property, and requires more manual work. Thanks!

[Phil_Vallender · Accepted solution]

Hi @Tassuvahti

You can use the contact property 'associated deals' to build a view/list of contacts with more than one deal. The property is a numeric value containing the number of deals associated with the contact. 

Calculating the ratio of recurring customers, I think, would have to be done outside HubSpot, in Excel for example, since you can't create your own calculated fields, yet. 

Hope this helps.