Report of any deal that has a changed date

JAlestra — Thu, 22 Jun 2023 18:57:00 GMT

Hello

I need help building a quick report of any deal that has a new close date. Ideally showing the old date and the new date values.

Deal X - old close date - New close date

Re: Report of any deal that has a changed date

karstenkoehler — Thu, 22 Jun 2023 19:04:03 GMT

Hi @JAlestra,

I don't think it's possible to create this report from scratch with HubSpot reporting tools. The only way to access this information is via the sales analytics: https://knowledge.hubspot.com/reports/create-sales-reports-with-the-sales-reports-analytics-tool

This requires a Sales Hub Professional or Enterprise.

Under Menu > Reports > Analytics Tools > Sales Analytics there is a Deal push rate report.

"View the total number of deals that had their close date changed during a period of time. Use this info to see which reps are the most or least accurate at forecasting their deals."

Best regards!

topic Report of any deal that has a changed date in Dashboards & Reporting

Report of any deal that has a changed date

Re: Report of any deal that has a changed date