Hi, colleagues,
Can we create a report where we will see the value of deals based on the stages of the deals and the probability of closing them? Now we have a report (historical snapshots - Sales Analytics) - the Total Value of the deals in a pipeline.
For example, if we have a Deal with a Value of 100,000 but it is in the stage contract established (1% probability—automatically assigned to the stage), the deal’s value In the report will be $1000$.
Thanks
Hi @ISmolin,
Yes, in a deal-based report you would simply use the deal property “Weighted amount” instead of “Amount”:
Weighted amount: the Amount multiplied by the Deal probability. This can be used as the default deal amount in the the forecast tool, or in a custom single object report. It is recommended to use this property instead of Forecast amount when reviewing expected revenue on an individual deal record.
Best regards
Thank you, @karstenkoehler. So, we can do it via a custom single-object report, meaning it should be created from scratch, right? The Sales Analytic tool does not have SMTH like that (ready-to-go reports where you can just change the filters).
What forecast tool did you mention? Is it the one below?
@ISmolin correct, you could either create a custom report from scratch, using the weighted amount property, or you could approach this with the forecast tool which also pulls in the probabilities: Use the forecast tool
It comes down to what exactly you’d like to visualize.
@karstenkoehler, by the way, there is no option to create such a report using a custom build report as we will not have snapshots to see the probability of month-by-month deals in the pipeline at that time. The Custom Build report shows just the current state of things that we have now with no option to consider and reflect on what was and how it looked like 3 months ago, referring to that period’s state of things. Only historical snapshots that don’t give the option to use such a filter as the weighted amount.
The forecast filters and capabilities are limited as well, as you should have Closed Date marked in Deals with no option to not use this filter. - You have this as the main/ key filter:
of course, you can put the custom date.
@ISmolin this was a misunderstanding then, I read your request as the status quo: “Can we create a report where we will see the value of deals based on the stages of the deals and the probability of closing them?”
Correct, it is not possible to see historic snapshots of any properties outside what is pre-configured in the historical snapshots report.
Sorry, @karstenkoehler, my bad. It is the same task you helped me with last time we were able to achieve with the historical snapshots report in Sales Analytics, but if we could add a weighted amount to the same e report - we would achieve it. But you mentioned previously that it’s not customizable - historical snapshots report. BTW in the Forecasts report, I can not see a member of our Team - Head of Growth as part of a Sales team, and some deals are not visible in Forecasts because she is an owner of it. She is the main member of the CSM Team in Settings and extra in the Sales team but a member of the Sales team. Only the main member of a Sales Team will be visible in the Forecast - as part of a team or? Thanks
@ISmolin there could be a few reasons for this – the quickest way to solve this is likely a chat with the HubSpot support team in-app 
