On my team we offer a commission payment based on the amount of a deal when it enters our “Demo Occurred” stage. I have made a custom report and dashboard visualization to help the team track their performance quarter over quarter. The intention was to track the amount when a deal enters Demo Occurred.
However, HubSpot has a limitation with this and the amount reflected is the current value of the deal. This can change for a variety of reasons and makes the report inaccurate. For example, a customer is interested in 3 products for a deal amount of $3,000. This is entered when then go through the demo occurred stage. Then they decide to only move forward with 2 products in the Proposal Sent stage and deal amount is updated to $2,000.
This $2,000 is reflected in my report but I don’t want it to be.
I want the ability to report on and filter to show the deal amount at the time it entered demo occurred and that’s it. I don’t want it to continue to update as the deal progresses.