topic Re: Count of closed won deals... (at that time) in Dashboards & Reporting

Count of closed won deals... (at that time)

SDalton7 — Tue, 01 Aug 2023 16:21:11 GMT

Hi! I've got a graph with the (cumulative) Count of Closed Won deals by Country, monthly. It's great for seeing how many are closed won now but when a deal moves to Closed Lost, it takes it out of the graph.

I want it to reflect how many deals were actually in closed won at that time, and only reduces the number where they entered closed lost (rather than it just looking like they were never even in closed won)

Hope this makes sense, and thanks in advance for any tips

Re: Count of closed won deals... (at that time)

crispyGTM — Tue, 01 Aug 2023 16:50:50 GMT

@SDalton7 I would recommend using the Historical Snapshots report under the Sales Analytics tool.

Historical snapshots: this report shows the number of deals at certain points in time by category (e.g., deal stage, amount), depending on the tab you select.

If this post helped to solve what you were looking for, please mark this as an accepted solution. Happy HubSpotting!

Re: Count of closed won deals... (at that time)

franksteiner79 — Tue, 01 Aug 2023 17:13:37 GMT

Hey @SDalton7

How/why would a closed won deal ever become closed lost? Usually either of those is the final step in a deal's journey.

That aside @crispyGTM's recommendation would give you that info.

Frank