Optimizing Content Marketing with AI-Driven CMS
Unlock the future of marketing efficiency and creativity with AI-powered content management systems.
A HubSpot Partner and Google Partner agency offering marketing automation services, digital marketing, and CRM customization for businesses of all sizes.
1 min read
Brian L : Aug 13, 2021 10:28:31 AM
Ever wanted to know how many deals a particular contact or company has? How about how much revenue has closed from a particular company?
Let's say you’re an ecommerce company and have an ecommerce plugin that syncs over sales from your website as deals in HubSpot. Wouldn’t you like to see the lifetime value of one of your customers? Or the total number of transactions they have made? Maybe you want to total lifetime donations for your non-profit?
With HubSpot calculation properties, it’s possible!
To create a calculation property, go into Properties and select Create Property
After naming your property and clicking Next, choose Calculation for the property type. Click next and you’ll come to the page where you can build the calculation!
Let’s build a calculation for the count of deals in a particular pipeline. For the sake of example, let’s say we’re looking to count the number of donations.
After completing these steps, we create the property! Now we have a property that counts the total number of donations that an individual has made! You can follow these same steps for ecommerce deals, or general sales deals - whatever fits your company's needs.
If you need help building this or anything like it, reach out to me and the Digital Reach team at hello@digitalreachopm.com. We are a HubSpot Platinum agency and our HubSpot team is ready to help you maximize the use of your HubSpot instance!
Unlock the future of marketing efficiency and creativity with AI-powered content management systems.
This one's for the super admins and all who aspire to master the art of CRM management within HubSpot. As stewards of our organizations' CRM...
In the world of Revenue Operations (RevOps), there are countless levers to pull and opportunities for automation and efficient workflows. The...