Deal Stage Amount Over Time

GHohn — Mon, 09 Oct 2023 14:21:19 GMT

Is there a way to create a report for a specific deal stage amount over time. For example, we have a deal stage of "estimate provided" i want to track this value each day and show the amount from each day over time to see how it fluctuates.

Re: Deal Stage Amount Over Time

Phil_Vallender — Mon, 09 Oct 2023 15:25:10 GMT

Hi @GHohn

In order to report on this hisotic value of a stage, those values need to be snapshotted and stored, which HubSpot unfortunatly doenst do.

I've seen a number of third parties suggest they do it on platforms connected to HubSpot, i.e:

https://www.demandsage.com/report-library/pipeline-over-time
https://community.hubspot.com/t5/Dashboards-Reporting/Create-report-showing-monthly-change-in-pipeline/m-p/217991

Hope this helps.

topic Deal Stage Amount Over Time in Tips, Tricks & Best Practices

Deal Stage Amount Over Time

Re: Deal Stage Amount Over Time