total customer wallet

Marc Hoffmann
Marc Hoffmann Posts: 2
edited July 2022 in Ideas and Product Feedback #1

Does anyone know how I can enter the total wallet of a customer organization?

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  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
    2500 Comments Third Anniversary 5 Likes First Answer
    edited October 2020 #2

    Hi @Marc Hoffmann !

    Can you please clarify what you mean by wallet, so we can help you more specifically? Thank you.

  • Marc Hoffmann
    Marc Hoffmann Posts: 2
    edited February 2022 #3

    I mean the total potential revenue of a customer that can be attained it you were to get 100% of their business.

  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
    2500 Comments Third Anniversary 5 Likes First Answer
    edited October 2020 #4
    Marc Hoffmann said:

    I mean the total potential revenue of a customer that can be attained it you were to get 100% of their business.

    Thank you for clarifying, Marc Hoffmann . 

    You can see that using the Revenue Forecast in Insights.

    Alternatively, you can filter for all open deals linked to that Organization in the List view and export the results to a spreadsheet where you can add up the values.

    Other options are creating a custom field in the Organization where you manually update the total value or, even better, use one of the integration platforms available in our marketplace to do that calculation for you and fill it in that custom field. I know that Zapier has that ability, for example. I did a quick search for you, take a look here.

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