Can I total a Deals stage with a different property than "amount"?

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Occasional Contributor

Hi. I have created three numeric custom fields with my Deals pipeline. I would like to Total by at least one of those (would be ecstatic if all three) instead of "Amount". Is this possible?

 

Thanks as always.

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Esteemed Advisor | Gold Partner | HubSpot Certified Trainer

Hi @ChrisTaylor

 

At this time, that is not possible.

 

Using the reporting/Sales Pro tools, you may be able to pull a report that gathers this information, but not directly on the deals dashboard.

 

I would recommend adding this to the HubSpot ideas forum. 

 

Josh




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Josh Curcio

We help tier 1 & 2 manufacturers generate leads!
HubSpot Gold Partner & HubSpot Certified Trainer

4 Replies 4
Esteemed Advisor | Gold Partner | HubSpot Certified Trainer

Hi @ChrisTaylor

 

At this time, that is not possible.

 

Using the reporting/Sales Pro tools, you may be able to pull a report that gathers this information, but not directly on the deals dashboard.

 

I would recommend adding this to the HubSpot ideas forum. 

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

We help tier 1 & 2 manufacturers generate leads!
HubSpot Gold Partner & HubSpot Certified Trainer

Occasional Contributor

Thanks.

Esteemed Advisor

@ChrisTaylor  What is it that you are looking for?  If you export the information then you have an excel sheet and can total any columns you want. 

Yes, it is an extra step, but gets you the information you want. 

Regular Contributor

@ChrisTaylor 

 

I agree with the previous comments, you won't be able to do this calculation inside of Hubspot.

 

If this is a large pain point for your organization you should check out the company I work for, Rekener. Our software pulls out your Hubspot data and allows you to run analytics like the report you mentioned. I work on the solutions team and have built this type of report for customers before, feel free to ping me if you are interested!

 

Best,

Mike

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