topic Re: How Deals Progress through Pipeline in Dashboards & Reporting

How Deals Progress through Pipeline

ChrisEriksson — Thu, 02 Feb 2023 21:04:17 GMT

Hi, I am looking at the report "Historical snapshots by pipeline stage". The top visual report with vertical bars is possible to save and add to a dashboard but the lower table is not possible? Or to re-create it in a custom report? This report I would like to save:

Thanks!

/Christin

Re: How Deals Progress through Pipeline

PamCotton — Fri, 27 Jan 2023 22:56:38 GMT

Hello, @ChrisEriksson happy Friday! Thank you for posting in our Community!

I would like to add our top experts to this conversation @BrianCarter, @himanshurauthan any recommendations for @ChrisEriksson matter?

Thank you,

Pam

Re: How Deals Progress through Pipeline

himanshurauthan — Wed, 01 Feb 2023 06:19:42 GMT

Hello @ChrisEriksson

It is not possible to save the table in the lower section of the "Historical snapshots by pipeline stage in HubSpot" report as a standalone report or dashboard widget. However, you can recreate the information in a custom report by creating a table and configuring the columns to display the relevant data. To do this, you can use the HubSpot reporting tool and select the appropriate data sources, metrics, and dimensions to build a report that displays the information you want.

Thanks Regards

Re: How Deals Progress through Pipeline

ChrisEriksson — Wed, 08 Feb 2023 10:50:46 GMT

Hi, Thank you for your reply but I don't understand how to add the date-range? I need to create a custom date property for when a Deal is within a certain deal stage?

Re: How Deals Progress through Pipeline

himanshurauthan — Wed, 08 Feb 2023 12:02:42 GMT

Hello @ChrisEriksson

Understood, let me explain it briefly, to add a date range to a custom report in HubSpot, you can use the "Date" dimension. To create a custom date property for deals, you can go to the "Properties" section in your HubSpot account and create a new "Date" property for deals. Then, you can use that property as a dimension in your custom report to filter deals based on the date they entered a certain deal stage. To do this, add the custom date property to the report as a dimension and then use the "Date Range" filter to specify the desired range. Hope this will resolve your issue.