Hello,
I am trying to make a dashboard without success, thought I’d give this place a shot.
My goal is to have a general view of our pipeline and compare it week over week. I am not interested in what came in the pipeline for this chart. What I want, as an example, is to see from Monday to Monday that my 6 leads in X, Y, Z, stages went from X=4 / Y=2 / Z=0 to X=2 / Y=2 / Z=2
Hi @AAngelopoulos,
Happy to help! Are you referring to contact records or deal records here?
Best regards
Hi Karsten, thank you for your reply. I am referring to deal records.
Hi @AAngelopoulos,
Out of the box, there isn’t any option to visualize this within one report. Since each change in deal stage is stored in a separate date property. Each report can only feature one date property – you would have to create separate reports for each deal stage.
As an alternative, there is a ‘Deal change history over time’ report in the sales analytics (Menu > Reports > Analytics > Sales Analytics).
This report lets you view changes on your open deal amounts, stages, forecast, and close dates. Compare the changes that happened on these deals across two periods of time.
If this report does not give you what you want, then you’d have to navigate to Menu > Reports > Reports > Create custom report > Single object > Deals.
You would then under Filters like shown below:
The Visualization tab would look like this:
You now get all deals in this report which moved into the stage chosen for the date property filter in this report.
To get a comparison for the previous week, choose this option in the top right corner:
Hope this helps! Let me know if you have any follow-up questions!
Hi there, I’m trying to replicate some of this in a report but I’m not seeing Display Options in the Custom Report builder.
Is there a more up-to-date way to show that week over week comparison?
Hi @MMaurer,
Thanks for reaching out!
I would recommend creating a new post with your question to ensure that it gets visibility among all of our community members.
It would be helpful if you can add a picture of your current report to the new post and details on your goal so the Community can advise on the next steps.
Thank you!
Best,
Kristen
Hi @AAngelopoulos, the dashboard you described can be accomplishied by exporting the deal data every Monday and consolidate / visualized the data via Excel. I have done something very similar for one of my cusotmers fully automated and distributed to the Sales Team everyweek. Please feel free to message me directly if you are interested to see and learn more about this.
Hi @Malcolm_Chiu,
The community is primarily a place for sharing knowledge, not for generating leads. If you have reporting solutions, please share them here directly.
Best regards
Thanks for sharing the policy, I will change my communication towards sharing solution and less about generating lead.
In today’s case, exporting data via Hubspot is a solution but I guess Hubspot will prefer me to share only solutions that a more native to Hubspot’s features and functionalities.
