Report booking based on closed date

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi!

We are backtracking all our closed and won deals from last year.

Is it possible to build a report that tracks when the deal was closed and not when it entered a certain stage?

2

Hi @TPang7,

Yes, to create a simple report, showing closed deals by close date (month), navigate to Menu > Reports > Reports > Create report > Single object > Deals. Under Filters, change the date filter to Close date is all time, for example.

In the Data tab, add Close date. Then, in the tab Visualization, choose a vertical bar chart as chart type. Then move Close date and Amount into the Displaying area. In the top right corner, change the Frequency to Monthly.

That should be it. Let me know if you get stuck any point.

Hope this helps!

3

Thank you for your quick answer, I see how that could help us. But we are still not there yet, sorry for being a little unclear.

We are moving our team to Hubspot starting now. So no deals are made from last year, so we need to make them in order to compare for this year.
Our reports are now showing deals won this month when they “entered the stage Closed Won”

So when im making the deals from last year, they are showing up on that report.

4

Hi @TPang7,

Alright, so the deal report instructions work fine but the data aren’t ‘clean’.

The Close date of deals can be manually changed, this could be done right in the contact record, by bulk editing them or during the initial import. (Should you decide to re-import the deals, make sure to include the deal ID, otherwise HubSpot will create duplicates.)

Best regards!

5

Yes, I changed the close date manually.

This is a report we want in our dashboard. It tracks all the bookings for this month. But this 2 deals is closed in 2022 and is something we dont want to show.

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Skärmavbild 2023-01-02 kl. 16.56.00.png2248×578 122 KB

6

Hi @TPang7,

In the top left corner, you’re filtering for an ‘Entered Stage Date’ property, not the ‘Close date’. If you change that, the deals will disappear if they have an earlier close date.

Best regards!

7

Yes, but then it also shows all the deals in other stages “offers sent” with expected close date this month aswell. We only want to show deals that is won.

8

Hi @TPang7,

To achieve that, under Filters (top left corner), you would add a filter for Deal stage and only select the won stages.

Best regards!