Hi There,
How could I create and edition or some sort of cut-off that I can do a comparison to the pipeline measurement between 2 parallel periods?
Thanks,
Moshe
Hi @Moshe-Belfer,
Could you specify your request? What exactly would you like to compare between the pipelines, the deal amounts, the count of deals?
In general, creation of custom reports requires a Professional subscription. What is your HubSpot subscription level?
Best regards!
Hi @karstenkoehler ,
Very Simple I’d like to compare total pipeline view ($ value and amount of deals ) that I had a month / quarter ago vs the current pipeline status today.
Hi @Moshe-Belfer,
Understood. As I mentioned before, the only place where you get these kinds of comparisons are the sales analytics: Menu > Reports > Analytics Tools > Sales Analytics
For example, the Deal change history or the Historical snapshots reports.
If it’s not there, it’s currently not available. Historical views are limited in HubSpot.
Best regards!
Hi @karstenkoehler ,
First my subscribtion level in hubspot is Professional Hub.
I’m trying to create a dashboard which review my pipeline progress on Monthly/Quarterly basis.
Hence I’m trying to understand if there’s a possibilty to do a comparison for my pipeline view (let’s say end of April vs end of March). I’d like to compare total deals # of deals etc
Hi @Moshe-Belfer,
Navigate to Menu > Reports > Reports > Create custom report > Single object > Deals.
In the Data tab, add Create date.
In the Filters section, set a filter for your pipeline and for Create date is This entire month.
In the Visualization tab, add Create date and Count of deals and choose a line chart visualization. In the top right Display options, select Cumulative and the Comparison as below.
It should look like this:
Best regards!
Thanks @karstenkoehler
but this is not exactly what i was looking for .
what I want to see if there’s an update on the total pipeline and visuazlize the whole change not particular to deals added
Hi @Moshe-Belfer,
That wasn’t entirely clear to me. The only place where you get these kinds of comparisons are the sales analytics: Menu > Reports > Analytics Tools > Sales Analytics
For example, the Deal change history or the Historical snapshots reports.
Best regards!