topic Re: Deal Stage before Closed in Dashboards & Reporting

Deal Stage before Closed

johnhenry — Sun, 10 Nov 2019 23:58:57 GMT

Hi Team,

I am enquirying to see if anyone has implemented this as a new property for which at the moment I cannot see anyone has.

Basically I want this property to list what stage a deal was in before being Moved to Closed lost or won.

eg. Deal 43 was in Proposal Stage, before being closed lost.

Deal 27 was in Enquiry Stage before being closed lost.

Which a property such as "Stage before close" would show:

Deal 43 : Proposal

Deal 27: Enquiry

Looking forward to thoughts and ideas on this one. Thanks, John

Re: Deal Stage before Closed

ElyshaShave — Mon, 11 Nov 2019 09:32:29 GMT

Hi,

There isn't a field within HubSpot for this but as a work round you could create a workflow (depending on your HubSpot package) to populate a custom property.

I have added instructions on how would do this below:

Locate to "Settings" in the top right hand corner and then chose "Properties" from the menu on the left.
Under "Deal Properties", create a custom property called "Deal Stage before Close".
With this property, you want to make it a drop down property and add all of your deal stages, excluding "Closed Won", "Closed Lost" etc..
Once you have done this, locate to "Workflows" in the top navigation.
Create a "Deal" based workflow
The enrollment will be that the "Deal Name" is known AND "Deal Stage" does not equal "Closed Won", "Closed Lost" etc..
Then add an if/then branch - The enrollment will be: If the Deal Property, "Deal Stage" is any of {Your first deal stage}, then on the "Yes" side, click "Set Property Value". Choose "Deal" and search for "Deal Stage before Close". Choose {Your first deal stage} and click save.
You will then need to repeat step 7 for all of your deal stages.

This workflow will then copy the deal stage information over to "Deal Stage before Close" before it reaches the closed won/ lost stage.

If you needed more help or assistance, please let me know.

Elysha Shave

Inbound Specialist

BBDBoom.com

Re: Deal Stage before Closed

johnhenry — Tue, 12 Nov 2019 01:28:21 GMT

Hi Elysha,

Thanks for your response. I like your idea and agree the workflow would best make sense. Thanks for you help on this one, I will give it a crack and let you know if I have any issues.

Re: Deal Stage before Closed

ElyshaShave — Tue, 12 Nov 2019 10:40:02 GMT

Hi,

Not a problem, let me know if you need any further help.

Thanks,

Elysha Shave

Inbound Specialist

BBD Boom.com

Re: Deal Stage before Closed

contentmarketer — Mon, 01 Mar 2021 15:56:34 GMT

Nevermind- I figured this out, but thanks again for such a detailed guide!

Hey Elysha, thanks so much for the awesome rundown! I am building this now.

Question for you -- if a Deal Stage goes to 20%, then 40%, then closes, will this workflow show the original 20% or the last 40%? I want to make sure it shows the last, so assumingI can do that by just allowing re-enrollment. Let me know - thanks!

Re: Deal Stage before Closed

MFalhon — Mon, 30 Jan 2023 16:48:27 GMT

Hi,
I had the same issue today and your posts were very helpful. Thank you so much.
As I did not know how to handle the 7th bullet in your list Elysha, I cloned a simple workflow as many times as my active stages instead.

...

After this I was wondering how Hubspot could make the link between any LOST or WON stage and the "last stage before close". For example, a LOST deal "Last stage before close" would have been empty. So I decided to create a last workflow to enable a LOST stage to collect the previous "Last stage before close". And it worked!

In order to check it was ok, I created a deal at 20% stage and turned it into a lost stage right after.
I created a report to track the last stage before LOST with the following parameters:

My test deal turned from 80% to LOST was taken into account!

The inconvenient is that the workflow did not work on previous LOST deals as the property did not exist before today. Nevermind, It will be a good report for this new year!
Hope it helps
Martine

Re: Deal Stage before Closed

DianaGomez — Mon, 30 Jan 2023 23:11:29 GMT

Hi @MFalhon, hope you are doing well!

¡Thank you so much for sharing!

Best,

Diana

Re: Deal Stage before Closed

bmsfox — Wed, 24 May 2023 21:01:14 GMT

Love this, very helpful, but why not just have a different branch within a single IF/THEN or VALUE EQUALS for each sales stage?

Re: Deal Stage before Closed

JHaber6 — Mon, 28 Oct 2024 10:24:28 GMT

This can also be done from a calculated property now. In descending order, add a formula to check if a deal has entered each open stage, starting with the stages with the highest probability. You can also add a check that the deal is in fact currently closed by saying that the probability is equal to 0 or the stage = closed lost. The benefit of doing this is that you'll only see data for deals that are already lost.

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