Total yearly closed deal amount on a company level
Hi,
Introducing Total Yearly Revenue:
We've been brainstorming ways to enhance our CRM platform, and one idea that's really caught our attention is the concept of Total Yearly Revenue. This feature would give users like you a deeper understanding of your company's financial performance on an annual basis
Here's the Vision:
Imagine being able to filter your revenue data by year, allowing you to analyze performance trends and make data-driven decisions based on specific time periods. Not only that, but we're also exploring the possibility of allowing users to set custom date ranges, such as fiscal years or a specified number of months. This level of flexibility would truly empower you to tailor the property to your unique business needs and reporting requirements.
Additional Feature Overview:
Total Yearly Revenue is a powerful property that could provide you with detailed insights into the company's in your HubSpot data and their financial performance on an annual basis. Similar to the existing "Total Revenue" property, it offers a comprehensive overview of your revenue streams. However, what sets Total Yearly Revenue apart is its enhanced functionality:
Yearly Filter: With Total Yearly Revenue, you can now filter your revenue data by year, allowing you to analyze performance trends and make informed decisions based on specific time periods.
Custom Date Range: In addition to yearly filtering, Total Yearly Revenue offers the flexibility to set custom date ranges, such as fiscal years or a specified number of months. This empowers you to tailor the property to your unique business needs and reporting requirements.
Advanced Analytics: Total Yearly Revenue opens up a world of possibilities for advanced analytics and custom calculations. You can use this property to create index numbers for key metrics, such as customer importance or sales performance, enabling you to gain deeper insights into your business operations.