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.
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
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