How to have total yearly spend based on deal won amount - specific to each company
SOLVEI want to be able to see how much each company ahs spent with us this year/this year so far. I cant seem to work out how to create this. I have designed this workflow but it's not working. I want to be able to compare total yearly spend to things like targeted spend, last years spend, which contact spend the most at said company etc. Can someone advise me on how to set this up? Thanks 🙂
1 Accepted solution
How to have total yearly spend based on deal won amount - specific to each company
SOLVEHi @Hollybishop,
This is best done with a roll-up property: https://knowledge.hubspot.com/properties/create-calculation-properties
In such a property, you could sum up on the company the amounts of associated deals.
The small challenge here is that you're only interested in won deals with a close date in a specific year. Here's what I would do:
- Create a custom dropdown property with values 2024, 2025, 2026, 2027 etc
- Create a deal-based workflow that enrolls deals when their won
- Branch by close date and have each branch represent one year (e.g. the branch for 2024 would filter for close date 1/1/2024-12/31/2024)
- In each branch, use 'Edit record' to set the value of the property from step 1 to the corresponding year
Once this property is populated, you can use it as a condition in your rollup property (see above).
Have a look, give it a try and let me know if/where you're getting stuck.
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
How to have total yearly spend based on deal won amount - specific to each company
SOLVEHi @Hollybishop,
This is best done with a roll-up property: https://knowledge.hubspot.com/properties/create-calculation-properties
In such a property, you could sum up on the company the amounts of associated deals.
The small challenge here is that you're only interested in won deals with a close date in a specific year. Here's what I would do:
- Create a custom dropdown property with values 2024, 2025, 2026, 2027 etc
- Create a deal-based workflow that enrolls deals when their won
- Branch by close date and have each branch represent one year (e.g. the branch for 2024 would filter for close date 1/1/2024-12/31/2024)
- In each branch, use 'Edit record' to set the value of the property from step 1 to the corresponding year
Once this property is populated, you can use it as a condition in your rollup property (see above).
Have a look, give it a try and let me know if/where you're getting stuck.
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
