How to Create a Contact Field with the Total Income of Yearly Deals

[Canonjuan]

Hi Hubspot Community!

I want to create a contact field that displays the total income related to deals closed this year (or in any other time lapse). Does anybody know how to do this? This fields is important for creating a multi-tiered VIP program associated with the yearly deals of the contacts. 

[MFrankJohnson · Accepted solution]

Q:  We want to create a contact field that displays the total income related to deals closed this year (or in any other time lapse). Does anybody know how to do this??

Short A: Deal Total? Yes, if you use HubSpot Enterprise. | Limited to timeframe? No.

Longer A:

Create a HubSpot custom Company property (type = Calculation) using the following formula settings.

- see image

HubSpot Company Deal Total (Type = Calculation)

This custom Company property will auto-calculate the Deal total for all deals associated with the company. This custom Company property can be used as workflow enrollment criteria and as a personalization token in email.

Unfortunately, we are unable to limit the calcuation to a specific timeframe at this time.

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Best,
Frank

Author, the Perfect HubSpot Series

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MFrankJohnson.com | Connect on LinkedIn

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