Hello everyone!
I am trying to build a workflow in HS which sends slack notifications when the close date is pushed more than three times, as it shows less probability of closing the deal as won.
Unfortunately, the number of pushes of close date is not so easy to show in a metric. I only found a standard report in HS - (the one I am including at the bottom), but the metric ânumber of pushesâ seems not existing if I try to create a custom report, or in a workflow.
maybe someone knows what is the best way to show it?
Hi @CDiVincenzo ,
I hadnât seen this report/metric before so good to know that it exists! Unfortunately, some metrics in these reports are not available to use elsewhere in HubSpot which seems to be the case here. Instead, I think you could create a custom property which is updated by a workflow.
Hereâs what I would do:
- Create a number property called âNumber of Close Date pushesâ
- Create a Deal based workflow that triggers every time the Close Date is updated (Closed Date is known with re-enrollment turned on)
- Add the action âIncrease or decrease property valueâ - add 1 to the âNumber of Close Date pushesâ property
- Create a separate workflow that sends a slack notification when this number is greater than 3
Hope this answers your question!
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| Louise Hare she/her |
| Freelance HubSpot Expert |
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Thank you so much! 