topic Track the evolution of my estimated transactions over time in Dashboards & Reporting

Track the evolution of my estimated transactions over time

Tim_dgn — Wed, 28 Feb 2024 11:33:43 GMT

Hello everyone,

I'd like to use Hubspot to track and analyze the evolution of all my transactions between different periods. To give you a precise example:
- I estimate that it is possible to carry out a transaction and register it on Hubspot with an estimated turnover at a given date,
- Two months later, following my discussions with the customer, I realize that the amount of the transaction needs to change, so I change the estimate made on Hubspot.

I'd like to have a tool that lets me see the evolution between these two sales estimates (which Hubspot keeps in its history), for all my current transactions. It doesn't seem possible at the moment to build a report, as I can't find the "historical transaction amount" data.

Do you know of another tool that would allow me to do this? For the moment, I've only seen the forecasting tool that comes closest to what I want to do.

Thanks in advance for your help and input! Have a nice day!

I don't know if you'll have an answer but I mention you @trevordjones and @Jnix284 for your previous help, thank you again !

Tim

Re: Track the evolution of my estimated transactions over time

Jnix284 — Wed, 28 Feb 2024 12:49:54 GMT

@Tim_dgn I did a little digging into this and the historical values for the properties are only accessible via the Property History API.

Essentially you'd need to custom code a solution to show the values of an individual property over time.

The alternative is to create a complex workflow that looks at whether the value changes and stamps the previous value in an additional custom property - you'd need to have as many of those as you'd need based on how many times you think it would change, which increases the complexity of the if/then branch.

Re: Track the evolution of my estimated transactions over time

trevordjones — Wed, 28 Feb 2024 14:29:49 GMT

Hi @Tim_dgn ,

Are you using Quotes? If you did a Quote for each change in price, you could build a report in the custom reports builder that displays the amount of each quote by the quote create date, broken down by deal, like this:

If you haven't been using quotes, I agree with @Jnix284, at least for your past data, and perhaps you should start using them going forward if this sort of history is important to you. Just create a new quote associated with the same deal each time you change the price.

I can think of a few hacks using custom properties and workflows to build a price history that you can report on, but I really think the quotes tool is your best bet.

Re: Track the evolution of my estimated transactions over time

Jnix284 — Wed, 28 Feb 2024 16:04:15 GMT

Nice call on the Quotes option @trevordjones, that'd likely be the easiest/simplest route to go.

Re: Track the evolution of my estimated transactions over time

Tim_dgn — Fri, 01 Mar 2024 15:50:29 GMT

Thank you both for your great help! I will try it ! @trevordjones @Jnix284