#Deals coming from a specific sales phase in the past days

Smart CRM & Sales Hub Dashboards & Reporting
1

Hello,

this is my first activity in this community. :slightly_smiling_face:

We have defined a number of Sales Phases in our Sales Funnel. First Contact, etc. Deals can (and do) enter any phase (and skipping phases is allowed, too) and are being processed in the funnel until they are either WON or LOST.

In addition there is a phase PAUSE. Deals can enter that phase at any time and leave it to any other phase at any time.

The definition for the flow of the Sales Funnel is:

N = #Deals new created = incoming

R = reactivated = coming back from PAUSE = incoming

L = Lost = outgoing

W = Won = outgoing

P = PAUSE = outgoing (from PAUSE Deals can later go to LOST or R =reactivated)

I now want to answer the question: How many Deals have entered the Funnel and how many have left it in the past 7 days?

I can easily measure N, L, W and P. All fine, no questions.

However I cannot find a way to measure R = reactivated from PAUSE.

Reason: I don’t cannot see anything like “previous phase” in the report creation, I can only see the current deal phase. But now where the Deal was in before. So I cannot create a report to measure the number of R of the past 7 days.

Can anybody tell me how I can measure R?

Thank you in advance,

MunichWest

Background:

HubSpot Pro Account

2

Hi @MunichWest,

You would have to smartly filter for these properties to identify those deals:

  • Date entered [stage ID]: the date and time the deal entered the stage.
  • Date exited [stage ID]: the date and time the deal exited the stage.

If a deal has a date in one of these properties, you would know that they were in that stage before. In lists, you can also filter for one date being before/after another.

Best regards!

3

Thank you for your help, that worked out well.