HS Stack: Marketing Pro / Sales Pro
It’s easy enough to figure out a close rate for a moment in time by building a pie chart report with only deals in a “Closed Lost” or “Closed Won” stage.
But what I’d really like is a look at this over time - is my team getting better at closing deals? Are certain channels producing better or worse opportunities?
In a perfect world, I’d like to be able to organize all deals by create date, get a close rate percentage, and create a rolling metric to track this aggregated over time.
I can export our deals and build this in Excel/Sheets/etc, but I’d rather have the reporting in Hubspot. Is there some method I’m not aware of to be able to look at aggregate metrics over time?
Hi @tharland,
You should be able to customise this report. Change it to a vertical bar chart, add the deal close date on the axis and - under display options in the top right of the report builder - stack the bars using percentages.
You should now see the close rate over time 
Adjust the interval and close date range as needed.
Let me know if you’re getting stuck and if so where!
Hi Karsten,
That is certainly a step in the right direction, thanks!
I’m looking for more granularity though, which is still missing. We’re a long-cycle, large-deal B2B company, so a yearly view is the only one that really works well for our business. Also, I’d like to get it down to a single number rather than relying on two so that I could split it by other dimensions. For example:
I dumped deals into Google Sheets and did rolling sums of closed deals vs. won deals with a create date within 365 days of a start date. This way, each month represents a year’s worth of deals. I can close % trend over time with more granularity, and I can also see how that splits out between inbound and outbound generated deals. (There’s also a projection area that considers open deals that haven’t closed yet, but I recognize that’s past what’s natively possible in HS.)
If I could get those splits represented, that would be valuable to leadership. Do you have any ideas for this?
Hi @tharland,
Happy to help! You’re additional requirements make sense, but the report I proposed is as far as you can get with the custom report builder, unless you start sinking time into Operations Hub and data sets.
HubSpot isn’t good at visualizations outside of the defaults (e.g. breakdown of a % by another dimension) or rolling sums. If you have this report in a Google Sheet now, I’d recommend embedding it on a HubSpot dashboard and updating it monthly: Embed external content on a dashboard
Hi Karsten,
Thanks for that information - embedding external reports was a feature I wasn’t familiar with! Out of curiosity, is the functionality you’re referring to the “Advanced data calculations and prep” at the Enterprise level of Operations Hub? If so then yes, embedding external reports is going to be the ideal solution for us at this point.
