Participant

## Capture total margin of closed won deals of a new customer for 12m after became a customer date

Résolue

So just like the subject line I'm attempting to report this.

I need to take the 'became a customer date' or date of first deal and total the margin of all deals for 12 months after they become a customer.

I'm totally stumped if Im honest!

1 Solution acceptée
Solution
Guide | Partenaire solutions Elite

## Capture total margin of closed won deals of a new customer for 12m after became a customer date

Résolue

Hi @MattD

I wonder if you couldnt use a calculated property to work this out?

So you could use a number property and add the deals into this property ( or a series of properties used in your calculation) and then after 12 months you would have a fullpicture based on the calculation.

So you would setup a workflow to For each property in your calculation such as deal value. Enrollment trigger would be is less than 52 weeks from date they becamea customer.

The workflow would then involve increasing the deal value froperty. Then you could create a calculated property to transform this as required.

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

Kind regards,
Nicole Sengers
3 Réponses
Solution
Guide | Partenaire solutions Elite

## Capture total margin of closed won deals of a new customer for 12m after became a customer date

Résolue

Hi @MattD

I wonder if you couldnt use a calculated property to work this out?

So you could use a number property and add the deals into this property ( or a series of properties used in your calculation) and then after 12 months you would have a fullpicture based on the calculation.

So you would setup a workflow to For each property in your calculation such as deal value. Enrollment trigger would be is less than 52 weeks from date they becamea customer.

The workflow would then involve increasing the deal value froperty. Then you could create a calculated property to transform this as required.

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

Kind regards,
Nicole Sengers
Participant

## Capture total margin of closed won deals of a new customer for 12m after became a customer date

Résolue

Interesting lead to follow, thanks Nicole. Will update asap 🙂

Gestionnaire de communauté

## Capture total margin of closed won deals of a new customer for 12m after became a customer date

Résolue

Hi @MattD

Thank you for reaching out!

I want to tag some of our experts on this - @NicoleSengers @Mike_Eastwood @ConnorSlivensky do you have any suggestions for @MattD on this?

Thank you!

Best

Tiphaine

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