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Company rollup property: total closed-won revenue to date (customer value visibility)

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

Company2 stepsUpdated for HubSpot seat pricing
OutcomeEvery company record shows a live sum of closed-won deal amounts across its history, so total customer value is visible on the record without a separate report.
Workflow mapreporting-alerts-022
Associated deal amount, stage, or association changes leads to Rollup recalculates automatically. Rollup recalculates automatically leads to closed_won_revenue_to_date reflects current sum of closed-won amounts. Associated deal amount, stage, or association changes Rollup recalculates automatically closed_won_revenue_to_date reflects current sum of closed-won amounts
Associated deal amount, stage, or association changes leads to Rollup recalculates automatically. Rollup recalculates automatically leads to closed_won_revenue_to_date reflects current sum of closed-won amounts. Associated deal amount, stage, or association changes Rollup recalculates automatically closed_won_revenue_to_date reflects current sum of closed-won amounts

When to use it, when not to

Use it

  • Use it for account managers and leadership who want a quick figure for how much an account has closed to date directly on the company record.
  • Use it as an input to account segmentation, renewal prioritization, or a customer health score.
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Skip it

  • Do not use it if deal amounts are not reliably filled in at close time. A rollup sum built on missing or zero amounts under-reports true value.
  • Do not use it as a substitute for actual revenue recognition or invoicing data if this portal integrates with a billing system that is the real source of truth for revenue.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 2 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 2 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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