Dashboards & Reporting

JKremer
Member

Cumulative company property based on deal revenue

SOLVE

Looking for a property that combines all closed deal revenue into one cumulative amount for reporting and potentially marketing purposes. A use case would be, "what are our top 20 clients/companies this year based on all closed deals revenue".

 

I would think this is probably more prevalent for ecomm or frequent reoccurring service industries. 

Does anyone know a workaround here? Perhaps this would be better suited for accounting software and then creating a contacts list within HubSpot. 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Cumulative company property based on deal revenue

SOLVE

Hi @JKremer,

 

This exists, it's company property called "Total revenue", the total value of deals closed with the company or organization. This is set automatically by HubSpot.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Cumulative company property based on deal revenue

SOLVE

Hi @JKremer,

 

This exists, it's company property called "Total revenue", the total value of deals closed with the company or organization. This is set automatically by HubSpot.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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