Hi HubSpot Enthusiasts,
I see that HubSpot does not allow to further customize their built-in Sales Analytics reports outside of applying some basic filters.
I’m interested in replicating the “Deal Change History” and “Deal Pipeline Waterfall” reports and customizing them in a way that meets our business needs.
However, as I started looking into how these reports are built, I realized that HubSpot is using properties that I do not have access to as a user. For example, I cannot find properties that display when a deal stage has moved forward or backward in the pipeline and what the name of the previous and current stage is.
Are these properties available anywhere within the CRM or does anyone know if there is a custom way to build those two reports? I looked for information online, found absolutely nothing.
Thanks!
Hi @PPenev_1,
Unfortunately not, no. The reports you’re mentioning don’t draw from properties that you could use for a custom report. Natively in HubSpot, without using third-party data visualization tools and integrations, it’s not possible.
Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Customizing-Sales-Analytics-Reports/idi-p/832232
These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I’d recommend commenting and upvoting.
You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I’d appreciate it, too.
Have a great day!
@karstenkoehler Thank you for the quick and informative response! Having the ability to customize these reports can sometimes be vital for a business and it’s always good to have access to a vast toolkit to achieve your desired results. I’ve done as suggested and upvoted and accepted your reply as solution. 