Hi all,
I’ve been trying to set up our pipeline reports in HubSpot but so far haven’t succeeded to configure it how we would like to see it. Also couldn’t find the answer in any of the recent topic, hence my question.
We have five active pipelines which we would like to track in our dashbords. What we would like to see is the following:
- Amount of deals per deal stage per pipeline
- Comparison current amount of deals per deal stage vs. last month
Your help is appreciated!
Thank you
Kind regards,
Hi @QuintenTM,
HubSpot isn’t very good at month-over-month or year-over-year reports. If you want that kind of comparison, you need to create two reports and put them in a dashboard, side by side for easy comparison.
The shortest way to your report(s) is the Report library (Menu > Reports > Reports > Reports library). Search for “Deal totals by stage” and click Edit in builder.
Click Filters on the upper left of the screen, adjust Create date to “is this month”, select the Pipeline that you’re interested in, play around with the chart type to find something that you like and save the report. Now repeat all these steps for Create date “is last month”. (You can clone the report that you just craeted under Menu > Reports > Reports. Just find the report, click Actions and Clone.)
Then repeat all of the above steps again for the other pipelines and neatly place them into a dashboard.
Hope this helps!