topic Re: Historical Pipeline Reporting in Dashboards & Reporting

Historical Pipeline Reporting

007Dan — Fri, 16 Aug 2019 12:28:30 GMT

Can you report on previous months pipeline? I am looking to show pipeline trends.

Re: Historical Pipeline Reporting

SalesIsScience — Mon, 19 Aug 2019 17:58:07 GMT

The best way to do this is to duplicate your current report and then adjust the report specific filters to "last month" over the current time period.

Re: Historical Pipeline Reporting

lucile — Thu, 02 Apr 2020 09:39:17 GMT

It doesn't work that way. an historical pipe is not based on your create date or close date filter, it's just storing the historical dat in a database so that you can view the same report with trend data , ie same report / same filters with date defined by the user.

Re: Historical Pipeline Reporting

SalesIsScience — Thu, 02 Apr 2020 11:39:52 GMT

I don’t believe this type of database exists. You could potentially use a workflow and a HubDB table to store all the information every month. The querying would be custom to this as well.

Re: Historical Pipeline Reporting

arcbright — Thu, 09 Apr 2020 12:30:44 GMT

There is a free tool at methoddata.com that has a historical pipeline report based on your Hubspot data.

Re: Historical Pipeline Reporting

BBarnes2511 — Mon, 11 May 2020 12:56:36 GMT

Really need this simple feature. Filtering out a historical pipeline by create date or close date is not helpful in this case. Would need a property simply to indicate that a certain deal was in a certain pipeline at a certain time.

Re: Historical Pipeline Reporting

danielruby — Fri, 09 Oct 2020 13:43:04 GMT

We just put out a report that does this at Demand Sage - syncs your HS data to a Google Sheet and then we have a library of pre-baked reports, including Pipeline Over Time (newly launched this week). Totally free to use, and we're a HubSpot Certified App Partner.

Re: Historical Pipeline Reporting

DanMYD — Thu, 11 Jul 2024 20:00:51 GMT

Best way to do this natively if you have Ops Hub Pro is to schedule a workflow to run and enroll all records you want to capture historical data for. Then use the Google Sheets App to create a new row with all the data you want to capture, as well as the timestamp.

Then you'll have that data going forward. No way to do it retroactively unfortunately.

Other than this way, a real BI solution is needed to capture data change over time. Reach out to me if you need help with that.