Last Forecast Category before Deal Closed

Hi everyone. I’m fairly new to HubSpot in my CRM Admin role. I am working on a report for our leaders. Does anyone have any recommended reports they have used for last forecast category before a deal closed. Basically, we want to track if something was pipeline, best case, commit, etc. Any help/guidance with this is greatly appreciated. :slightly_smiling_face:

Hi @LNitti ,

Your best bet for this is to use the “Date Entered XX Stage” values in you report builder for his. Filter your report on Deal Stage = Closed Won and Add Columns forEach of your Date Entered XX Stage Values.

If the value isn’t knowm, it never entered that stage. If it is known, the most recent date is the last one.

Hope this helps!