Better "parent" company reporting based on the information from its children company

[dhika]

There have been many forum posts about how limited the parent-children association feature is in HubSpot. To name a few:

• Activities rolled up from child to parent
• Listing of children companies info on a parent
• Consolidated reporting of a parent

A couple of these threads were marked as solved via workarounds, but for the problem I'm about to describe, I can't find a workaround - let alone a native solution from HubSpot.

The Account Mapping feature of the OrgChart by @Dan1 is probably the closest one I have, but still wouldn't answer my problem (btw I'm a customer of OrgChartHub).

We'd like to report on lapsed accounts - which are accounts with whom we haven't had a business for more than a year. Here's the architecture of how our system is built:

• No records should be associated with a parent directly. They all should be associated with the children
• We only have 1 layer of parent-children relationship. We have no Parent (global) - Sub parent (regional) - Children (BU) relationship since HubSpot won't be able to report on total revenue on the global level based on the Children (BU) this way.

The issue now is if I were to build a report, showing "Parent" account with the company property "Recent deal close date" older than 1 year, on paper the report will be able to identify this by looking at every child companies "recent deal close date" and see if ANY of them has recent deal close date older than 1 year. 

It will not check if ALL of them combined has the recent deal close date older than 1 year. 

I would like to somehow transfer the recent deal close date from the children to the parent to circumvent this, but we can't build a "logic" in the report or workflow level, that essentially tells HubSpot "only copy recent deal close date from the children to parent, if the existing recent deal close date in the parent is older than the one you're about to copy."

TLDR: Would be great if we can identify lapsed account based on parent companies having the recent deal close date on its various children older than X period of time.

[Dan1]

Hi @dhika , 

We have what you want 😊, it's now enabled on your account. Please have a play, we can't wait to hear what you think. Thanks for your business and support. 

Kind regards, 

Dan Currin 

Co-Founder 

OrgChartHub Ltd 

GeoMapper

OrgChartHub named one of HubSpot’s essential apps for sales in 2023