How the Deals and Leads evolve over time, what % of these we win report

Smart CRM & Sales Hub Dashboards & Reporting
1

Good day, colleagues,

I created lists with filters to see the Deals we have in a pipeline that can be closed in less than 3 months and more than 3 but less than 12 months.

Based on those lists I plan to create the reports and then I need to create the report where I need your help:

  • How these (Deals I mentioned above) evolve over time, what % of these we win
    • From 5 and 10
      • What was lost
      • What was won
      • Conversion rate
    • Report
      • Table
        • Company
        • Est. close date
        • Current stage
        • ARR
      • Conversion rate for the sample

Is it doable via HubSpot report, or will I need to create it manually?

Should the report be based on the list membership?

Thanks.

2

Thanks for your post, @ISmolin! It sounds like the segmenting you’ve done with Lists should be helpful in reporting!

I want to invite some subject matter experts to see if they have any suggestions.

Hey @DSharma02, @dsecareanu do you have any tips to share for reporting on this in HubSpot?

Best,

Kennedy

3

Good day @kennedyp So, I believ as it is related to historical snapshots report in Sales Analytics can not be modified and customized - there is no option to build the report I mentioned above, correct?

Thanks

4

The custom report builder is much more limited in terms of viewing historical data, correct. That said, you may be able to see a current snapshot of deals that were opened/won within a specific timeframe in addition to the associated companies or other deal data, though the conversion rate may need to be done manually.