Need Total Opportunity (Deal) Value for Each Contact and Business - In Dashboard and Business
N
Nomiki Georgiadis
I need to be able to get a total opportunity value for a business and contact.
Some contacts have multiple deals being quoted and on the go, in either the same pipeline - or different ones. I need to be able to pull up that data in the dashboard (Or somewhere) to know the total value of work being quoted (total opportunity value) and over a period of time... for one particular business client or contact.
Please Upvote as this granularity in data is essential for good business in a CRM.
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P
Pallavi Kothari
Merged in a post:
Calculate total revenue open opportunity by contact across all pipelines
A
Aaron Goodman
The goal here is to auto calculate the "total opportunity revenue" for a contact across all pipelines. Currently it just displays all open opportunities that a contact is associated with. The example of this is below:
Example. 3 separate pipelines for a sub account. Contact First Name has a single opportunity in each of the three pipelines.
Opportunity 1 in Pipeline 1 valued at $20k.
Opportunity 2 in Pipeline 2 valued at 30k.
Opportunity 3 in Pipeline 3 is valued at 60k.
Total Revenue value across all three pipelines for that one contact is $110k.
This should be displayed at the contact level and also available in the dashboard area as well. Thanks in advance!
Z
Zack Jamail
I think part of the problem is HigheLevel lacks the traditional Contact <> Opportunity hierarchy that exists in all other CRMs. Have you found this to be the case as well? To your point, you can't distinguish between multiple quotes at the Contact level because HighLevel doesn't allow for quoting at the Opportunity level and instead the quotes and values end up overriding one another. The other evidence of this is there is no such thing as an address at the Opportunity level, only at the Contact level.