know the name and date of the history of a stage (business life cycle)
Hey @SBrochadoVill!
You can get historical deal stages by clicking on the “Detail” when you hover over that stage:
If you’re looking to see this in a report, HubSpot does have a historical snapshot report here if you’re on sales pro.
If you’re on Enterprise, you could setup custom objects to snapshot this nightly as I have some instances of where we want to track more than just the weighted amount which is the default in HubSpots report.
Hope that helps!
Hey @SBrochadoVill ,
what @Bryantworks mentions here would definitely be first go to solution as well. Since you tagged your post with Python and Timeline and Extension APIs I thought of something else that might be useful to you.
There are properties that track when a deal enters a certain stage of your pipeline. These properties are not visible in the UI, unfortunately. But there are reports that you can build with them, as mentioned by @karstenkoehler here.
But you can access these properties by using the API. Their internal names are something like:
hs_date_entered_qualifiedtobuy
hs_date_entered_presentationscheduled
And so forth. There is even a hs_date_exited_[stage] for each as well.
Hope this helps.
If you found this post helpful, consider helping others in the community to find answers faster by marking this as a solution. I’d really appreciate it.
Cheers,
Chriso