Hello, team! Hope you’re doing well.
I’d like to know how I can create a report that displays the average number of deals created per day. This seems like a simple metric, but I realized that HubSpot does not currently provide this functionality. I reached out to the support team, but they also confirmed that they couldn’t assist me with this request.
This feature would primarily benefit HubSpot administrators, sales managers, and operations teams who need to analyze deal creation trends in a more precise way.
The goal is to allow users to automatically visualize the average number of deals created per day for a given month within HubSpot reports.
For example:
- In February, we created 500 deals over 28 days.
- The average number of deals created per day should be 17.8 (500/28).
This metric is critical to our operations because it allows us to understand whether we are meeting our expected daily deal creation rate or falling behind.
Additionally, this calculation should be available for the “This Month to Date” reporting function. Instead of using the total number of days in the month, the calculation should be based on the number of days that have passed since the start of the current month. Otherwise, the metric would be completely inaccurate, as using the full month’s length would misrepresent real-time performance.
Currently, I can use value properties to calculate similar metrics, but they don’t help in this case, as I only need to know the number of deals created per month and their daily average.
I also tried using the reference line feature in HubSpot reports, but this does not provide the correct calculation since it refers to a reference metric, not an average.
Additionally, I attempted to create a custom property called “deal count”, where each deal with a creation date is assigned a value of “1”. However, when adding this property to a report and selecting the “average” calculation, HubSpot returns an average of 1, since both the highest and lowest values in the dataset are 1.
Despite being a basic calculation, I haven’t found a solution for this within HubSpot, even after contacting support and experimenting with custom properties.
Other CRM and analytics platforms, such as Salesforce and Google Data Studio, provide built-in options to calculate average deal creation rates over time. Implementing a similar feature in HubSpot would allow sales and operations teams to monitor trends, optimize sales performance, and adjust strategies accordingly.
In addition to the average calculation, median and probability functions would be extremely useful for sales reporting.
For example:
- If we are creating 10 deals per day during February (which has 28 days), it is likely that we will end the month with approximately 280 deals.
This type of predictive reporting is something we currently calculate manually in spreadsheets every day, and it would be valuable to have these insights directly within HubSpot.
This improvement would provide more accurate, real-time insights into our sales performance, reducing the need for external calculations. If needed, I’d be happy to provide further details or screenshots.
Looking forward to your thoughts on this!
Thanks! 