Dashboards & Reporting

TbouvetFR
Member

How to make a report on client companies with multiple won deals in HubSpot?

SOLVE

Hello,

I'm currently trying to create a report in HubSpot to identify how many of our client companies have purchased our product, more than once.

 

Specifically, I want to see the number of existing client companies that have two or more associated won deals.

 

I’ve tried a few approaches using filters on deals and companies, but I haven’t been able to display this information. Ideally, I’d like the report to show a simple count of companies that meet this condition.

 

Is there a way to generate such a report, and if so, what steps or filters should I apply?

 

Thank you for your help!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to make a report on client companies with multiple won deals in HubSpot?

SOLVE

Hi @TbouvetFR,

 

I have answered this before: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Company-workflow-based-on-number-of-Clos...

 

Have a look and let me know if you have any follow-up questions!

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.

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to make a report on client companies with multiple won deals in HubSpot?

SOLVE

Hi @TbouvetFR,

 

I have answered this before: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Company-workflow-based-on-number-of-Clos...

 

Have a look and let me know if you have any follow-up questions!

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.

0 Upvotes