Hey all,
I am trying to find a way to review how the pipeline changed week over week, specifically looking at what deals have moved from one stage to another so that I can discuss these with my team.
Is there a filter I can use/create to ONLY show deals that have changed their status in the last week? So if a deal changed from SQL to SAL it would show, whereas if a deal was in SQL last week and it is still in SQL this week it wouldn’t show.
Thanks for your help,
Gianluca
Hi @GUberti,
Out of the box, it’s not possible to see all deals that went from one stage to another. However, you can use the “Entered … stage” properties here and check for individual deal stages. Navigate to Menu > Sales > Deals, click More filters in the center of the screen and type in “entered”.
You can now find all deals that entered a specific stage in a specific time frame:
Alternatively, you can also filter for a specific Last modified date. This would be the most recent date that any property on a deal was updated. This is updated automatically by HubSpot.
Hope this helps!
Hi @GUberti,
My apologies, this isn’t a default property but something I set up a while ago. You’d need a workflow like the one below to set this date stamp:
You could of course simplify this workflow to suit your needs: Enroll deals when Deal stage is known (enable deal re-enrollment based on this criterion) and set a date stamp for a new custom deal date property:
This will not backfill this information, it would only be available from now on.
Best regards!
Just implemented this solution for a related report, so belated thanks.
As a quick addendum, it is possible to backfill the data as a one off, by using the Export Property History function on Deal Stage. This will give a spreadsheet with history of Deal Stage changes together with when the changes were made. It’s then quite easy to re-layout into an import file with Deal IDs and mapping the Deal Stage Change Date (from the export) to your new property
Thanks Karsten, super helpful