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How to Create a Report for Total Deal Value per Contact in the Last 12 Months

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Hi HubSpot community!

I need your help with the following: I run an ecommerce business, and I'm trying to create a report in HubSpot that shows each contact (customer) along with the total sum of all associated deal amounts that were created in the last 12 months. Essentially, I'm looking to report on the total deal value per customer over the past year.

Could someone guide me on how to set up this report?

Reports

1 Accepted solution

Hi @CDeMares, check out this Loom - https://www.loom.com/share/83d997ce4b39452a937405a244ad529e?sid=9a8b39aa-31ba-4b9c-a1af-ab2b9c364d4c

Emma Washington

HubSpot Director @ Kiwi Creative

4x Accredited HubSpot Platinum Partner

HubSpot Certified Trainer
Leader of B2B Technology (USA) HubSpot User Group

Join our HubSpot Community Group for B2B Technology

View solution in original post

2 Replies 2

Hi @CDeMares, check out this Loom - https://www.loom.com/share/83d997ce4b39452a937405a244ad529e?sid=9a8b39aa-31ba-4b9c-a1af-ab2b9c364d4c

Emma Washington

HubSpot Director @ Kiwi Creative

4x Accredited HubSpot Platinum Partner

HubSpot Certified Trainer
Leader of B2B Technology (USA) HubSpot User Group

Join our HubSpot Community Group for B2B Technology

Thank you! But not sure if this it is showing for the first 12 months from when the deal has been created?

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