topic Stage change in deals - Reporting in Dashboards & Reporting

Stage change in deals - Reporting

SClara — Mon, 10 Jul 2023 14:40:02 GMT

Hello there! 🙂

Is there any possibility in HubSpot to make reports based on changes in deals per week and compare them with the previous week?

Thank you.

Re: Stage change in deals - Reporting

karstenkoehler — Mon, 10 Jul 2023 14:43:48 GMT

Hi @SClara,

Yes, with a Sales Hub Professional subscription this is possible. Navigate to Menu > Reports > Analytics Tools > Sales Analytics and you should see Historical snapshots in the left sidebar (under Forecasts and Pipelines). If you browse the other reports, you might find more useful analyses.

Outside of these reports, it's not possible to create custom reports to track the historical status of records. Custom reports will always look at the current status of a record.

Best regards!

Re: Stage change in deals - Reporting

SClara — Mon, 10 Jul 2023 14:46:31 GMT

Hello Karsten, thank you for your comment.

And creating a new property to collect the change date of a deal, would it be possible to do such a thing?

Thanks, 🙂

Re: Stage change in deals - Reporting

karstenkoehler — Mon, 10 Jul 2023 14:48:19 GMT

Hi @SClara,

Yes, but it would only ever record the latest change date, not a series of dates. So if you're interested in when deals were last changed, not when they were ever changed, this works.

Which changes exactly are you interested in?

Best regards

Re: Stage change in deals - Reporting

SClara — Mon, 10 Jul 2023 14:54:26 GMT

Hello! 🙂

I needed to compare how many deals I have at one stage compared to the previous week. From then on, he could check how many deals changed their stage by a week comparison.

Re: Stage change in deals - Reporting

karstenkoehler — Mon, 10 Jul 2023 14:55:31 GMT

Hi @SClara,

This is only possible with the sales analytics report (historical snapshot) from my first reply. If you move your mouse over a vertical bar, you'll see the deal count.

Best regards