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DELIVERY MODULE About 1 week

Company Closed Won Value, Last 365 Days

Add a company property that totals the value of the company's closed won deals from the last 365 days, kept up to date automatically.

Delivery module

AU$320

About 1 week

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has a company property showing the total value of closed won deals from the last 365 days.
The total updates by itself as deals close and as older wins pass 365 days.
Client can build lists and reports of companies by recent spend, including companies with no wins in the last year.

Not included

Reports, dashboards or lists using the new value
Renewal, upsell or churn workflows built on it
Fixing missing amounts or close dates on existing deals
Multi-currency conversion beyond HubSpot's own company currency amount
Rolling periods other than 365 days

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot, needed before Deal Flag Property and Workflows
A Professional or Enterprise HubSpot subscription with deal workflows and rollup properties, needed before Deal Flag Property and Workflows
Which pipelines count, and whether deal amount or amount in company currency should be summed, needed before Company Rollup

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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