topic Re: Pipeline dashboard weekly progress by stage in Dashboards & Reporting

Pipeline dashboard weekly progress by stage

TVaz — Fri, 12 Jul 2024 08:59:14 GMT

Hi Community!

Do you know how can I create a dashboad for the Sales Pipeline that reflects the weekly progress by stage and total?

Re: Pipeline dashboard weekly progress by stage

karstenkoehler — Fri, 12 Jul 2024 09:07:04 GMT

Which subscription level are you on? If you're using the free CRM or are on a Starter subscription, you would navigate to Menu > Reporting & Data > Reports > Create report and then search for deal reports including stage information:

Once you find one to your liking, save it and set up a recurring email by following these steps: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards#manage-recurring-report-emails

If you're on a Professional or Enterprise subscription, you can also create custom reports: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

Alternatively, check out the sales report collections: https://knowledge.hubspot.com/reports/create-sales-reports-with-the-sales-reports-analytics-tool

You might find your desired report in there and can then set up recurring emails as well: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards#manage-recurring-report-emails

If you cannot find your desired report, please describe in a bit more detail what exactly you would like to see on the x-axis, y-axis and which chart type you envision. I can then lay out more detailed steps for creating a custom report.

Best regards!

Re: Pipeline dashboard weekly progress by stage

TVaz — Fri, 12 Jul 2024 09:32:08 GMT

Hey Karsten!

I´m in the Professional subscription. I tried to break down by report, maybe it is easier to explain:

Pipeline by Stage: Bar or funnel chart showing the number of deald and total value at each stage.
Weekly Movement: Line or bar chart displaying deal progress/changes by week. X-Axis: Weeks; Y-Axis: Number of deals/total value
Total Progress: Cumulative chart showing total progress over time. X-Axis: Time; Y-Axis: Total deals

Re: Pipeline dashboard weekly progress by stage

karstenkoehler — Fri, 12 Jul 2024 09:36:22 GMT

@TVaz

First report draft (custom report builder, data source = deals)

Second and third report: These are only available as default reports in the sales report collections, as 'Deal change history' and 'Historical snapshots'. https://knowledge.hubspot.com/reports/create-sales-reports-with-the-sales-reports-analytics-tool

(Custom reports always show the current status of deals; it's not possible to create custom reports that show the development of deals over time.)

Let me know if you have any follow-up questions and please mark my replies as accepted solutions. It helps other forum members (and me) a lot.

Have a great weekend!

Re: Pipeline dashboard weekly progress by stage

TVaz — Fri, 12 Jul 2024 09:43:29 GMT

Thank you, Karsten.

Just one question (maybe I should have mentioned this before). I have more than once pipeline (one for each type of produtc). Can I choose the pipeline I want in these reports?

Re: Pipeline dashboard weekly progress by stage

karstenkoehler — Fri, 12 Jul 2024 09:45:29 GMT

@TVaz yes, in custom report simply add a filter for 'Pipeline stage', in sales collection reports you'll find this in the right sidebar.

Re: Pipeline dashboard weekly progress by stage

TVaz — Fri, 12 Jul 2024 09:53:17 GMT

You mean here? I can´t find this option you mentioned.

Re: Pipeline dashboard weekly progress by stage

karstenkoehler — Fri, 12 Jul 2024 09:54:17 GMT

@TVaz in the sidebar to the left, search for "Pipeline stage" – you can then drag it to the right where it says "Drag fields here".

Re: Pipeline dashboard weekly progress by stage

TVaz — Fri, 12 Jul 2024 09:59:41 GMT

Yes, I tried this but the only options I see are those. =/

Re: Pipeline dashboard weekly progress by stage

karstenkoehler — Fri, 12 Jul 2024 10:02:16 GMT

@TVaz my bad, please try 'Deal stage'.

Re: Pipeline dashboard weekly progress by stage

TVaz — Fri, 12 Jul 2024 10:10:39 GMT

No. Nothing really changes. Is there any other type of report that might be easir to filter by pipeline?

Re: Pipeline dashboard weekly progress by stage

karstenkoehler — Fri, 12 Jul 2024 10:13:18 GMT

@TVaz my bad again, I misread. Here's the pipeline filter:

Re: Pipeline dashboard weekly progress by stage

TVaz — Fri, 12 Jul 2024 10:25:51 GMT

Applying this filter it doesn´t change anything in my grafic.

Re: Pipeline dashboard weekly progress by stage

karstenkoehler — Fri, 12 Jul 2024 10:31:23 GMT

@TVaz once you've added it to the filters, have you clicked into it and specified a pipeline? (It says 'Click to apply filter')

Re: Pipeline dashboard weekly progress by stage

TVaz — Fri, 12 Jul 2024 10:44:24 GMT

When I click it, that´s what I see. And even if I apply the filter, clicking in none, later I can´t find the option to specify a pipeline.

Re: Pipeline dashboard weekly progress by stage

karstenkoehler — Fri, 12 Jul 2024 10:45:52 GMT

@TVaz you need to select your pipeline under "is any of".

Re: Pipeline dashboard weekly progress by stage

TVaz — Fri, 12 Jul 2024 10:48:44 GMT

Perfect! Thank you so much 🙂