Tips, Tricks & Best Practices

Rubi_MedMen
Contributor

How to create calculate property in Contacts, based on Deals Amount PER MONTH?

Hello,

We need to present to our SALES REPs a view of their customers (=contacts), with the deals amounts PER MONTH.

In order for them to work directly from a Contact View.

We have Hubspot Service + Sales PRO,

How can we calculate REVENUE (from deals) per month, per contact?
See my example below (in yellow = the properties I need to calculate):

Rubi1_0-1699976373392.png

 

Thank you

Rubi

0 Upvotes
2 Replies 2
PamCotton
Community Manager
Community Manager

How to create calculate property in Contacts, based on Deals Amount PER MONTH?

Hello @Rubi_MedMen thank you for posting in our Community!

I want to share that currently the total amount of revenue earned annually for this deal. This is calculated based on the term length and values of the recurring line items associated with the deal. If there is no term length, HubSpot assumes a term of 12 months. It does not take into account the value in the Amount property.

I want to invite our top experts to this conversation to share their thoughts @warrendavey @NicoleSengers 

@ConnorSlivensky any recommendations to @Rubi_MedMen matter?

 

Thank you,

Pam

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Rubi_MedMen
Contributor

How to create calculate property in Contacts, based on Deals Amount PER MONTH?

Thanks @PamCotton 
I wish we will find a solution inside Hubspot.

In the meantime, I found a workaround - via Googlesheet.
By automatic tool: I export the data to Googlesheet + make a Pivottable to sum the deals amount per contact and per month + Import to Hubspot per contact.
Rubi

0 Upvotes