Dashboards & Reporting

JKremer
Mitglied

Cumulative company property based on deal revenue

lösung

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. 

0 Upvotes
1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Cumulative company property based on deal revenue

lösung

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

Beratungstermin mit Karsten vereinbaren

 

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Lösung in ursprünglichem Beitrag anzeigen

1 Antwort
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Cumulative company property based on deal revenue

lösung

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
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.