Get Your Financial Reports in Order with Our New Quickbooks Connector 👉 Set it Up Get Your Financial Reports in Order with Our New Quickbooks Connector

Lifetime Value and Lifetime Deal Count

This query calculates the lifetime value and number of deals per company

Related Integrations: All Integrations / HubSpot
SELECT cp.company_name
	, coalesce(SUM(d.closed_amount_in_home_currency), 0) AS LTV
	, coalesce(COUNT(d.deal_id), 0) AS LTD
FROM hubspot_companies_consolidated cp
LEFT JOIN hubspot_deals_companies dc ON dc.company_id = cp.company_id
INNER JOIN hubspot_deals_consolidated d ON d.deal_id = dc.deal_id
WHERE d.deal_stage = 'closedwon'
GROUP BY 1
ORDER BY 2 DESC, 3 DESC;

Query Results Dictionary

Column Description
company_name Company name.
LTV Lifetime value.
LTD Lifetime deals count.

Requirements:

Usage:

This query can be used to create a list of all companies and their LTV and LTD.

Modifications:

Additional filters can be added, both on companies properties and/or the calculated LTV and LTD