topic Wanting to create a dashboard for revenue a month + length of deal in Dashboards & Reporting

Wanting to create a dashboard for revenue a month + length of deal

ACox93 — Tue, 28 May 2024 11:44:12 GMT

New to hubspot so just wanting some advice on how to create a dashboard that will show my total revenue a month and the length of the deals i have

Re: Wanting to create a dashboard for revenue a month + length of deal

Josh — Tue, 28 May 2024 13:45:31 GMT

Hi @ACox93,

When you say "length" of deal, do you mean how long it has been active in the pipeline or how long the sale/contract will last if the deal is closed won?

Re: Wanting to create a dashboard for revenue a month length of deal

ACox93 — Tue, 28 May 2024 14:24:04 GMT

Hi Josh,

thanks for getting back to me - we'd be wanting to see how long it’s been
on the pipeline

Re: Wanting to create a dashboard for revenue a month + length of deal

Josh — Wed, 29 May 2024 18:55:02 GMT

@ACox93,

Unfortunately there's nothing out of the box that counts the number of days something has been on the pipeline. In the past, I have had to create a property that updates each day and then calculate create date to the newly created "Today" property. Here's a post on that: https://community.hubspot.com/t5/CRM/How-to-create-a-Today-s-date-date-property/m-p/389836

Once you have the active "Today" property, you would create a time between calculated property.

https://knowledge.hubspot.com/properties/create-calculation-properties

More steps than you probably wanted for something that seems like it should be a default calculation, but that's the best way to go about it that I've found.

The total revenue amount report would be created using a bar chart, and using the amount on the proper axis and then applying the appropriate filter. Your other axis would be the close date, shown monthly.

The above is an example. You don't need the 2nd axis, that just happened to be on that report.

Hope this helps!