Is there a way to create a report for a specific deal stage amount over time. For example, we have a deal stage of “estimate provided” i want to track this value each day and show the amount from each day over time to see how it fluctuates.
Hi @GHohn
In order to report on this hisotic value of a stage, those values need to be snapshotted and stored, which HubSpot unfortunatly doenst do.
I’ve seen a number of third parties suggest they do it on platforms connected to HubSpot, i.e:
- Report Template: Pipeline Over Time
- https://community.hubspot.com/t5/Dashboards-Reporting/Create-report-showing-monthly-change-in-pipeline/m-p/217991
Hope this helps.