Hi!
I’m looking at building the following two reports, but struggling with how to start. Any suggestions?
1. A report showing the flow of Deals through Stages.
For example, during December, moved 10 Deals from POC to Closing
2 Deals moved from Proposal to Discovery
8 Deals from Closing to Closed Lost
And if the above is possible, if you add a report showing from which Stage a Deal was moved to Closed Lost.
Ex. I want to see if most Deals are moved directly from Qualification to Lost.
Hi @MStadig,
Happy to help here. If you want to build custom reports, you’re limited to seeing how many contacts entered a deal stage but not where they came from. In a single object report (Menu > Reports > Reports > Create report > Single object > Deals) you should find ‘Entered Stage Date’ properties which you can use on the x axis and the Count of deals on the y axis of a vertical bar chart.
You would have to create one report per stage that you’d like to look at. You can then arrange them neatly onto a dashboard.
Additionally, under Menu > Reports > Analytics Tools > Sales Analytics, there is a ‘Deal change history’ report:
Description
View changes on your open deal amounts, stages, forecast, and close dates. Compare the changes that happened on these deals across two periods of time. Please note: Only deals that were open during the time period selected will be shown.
As far as I know, these are the only options of looking at deal stage changes natively in HubSpot.
Let me know if you have any follow-up questions or need more details.
Hope this helps!
Hi there,
I have a question regarding the Deal change history over time report. For some reason the time periods there are relative to each other. The period of change is relative to the Close date. Is there any way how to report changes regardless of the close date? The current setup doesn’t make much sense to me, tbh. I.e. I would like to see all stage changes for the last week, but due to relativity to close date, the report just shows me changes for the last week before the close date 
Thx
Hi Karsten, I followed your directions re: creating a separate report using ‘Entered Stage Date’ for each stage plus deal count on a bar chart, and saved it in a separate dashboard. It looks great. Question though - for my report ‘Deals entering proposal sent stage’, for example, it gives me a number for ‘True’ and a number for ‘False’. I’m not sure what this means? Does this mean that the True number is the number of deals that moved into this stage and the False is the number of deals that moved out of this stage? (as I think about it, this doesn’t make sense because the property is ‘entered stage date’) Thank you!
Hi there
I’m looking to be able to see from which previous stage a deal was set to closed lost, so we can analyse how much sales effort we ar eputting in before we lose / how hard we are qualiifying leads.
Whilst you can see this information within an individual deal history, HubSpot Support is telling me this can’t be reported on so I was wonderingf if you had managed to achieve a workaround.
Regards, Simon
Hey @TipTopTipster , a cohort analysis might be of interest to you 
