Looking to create a report where I can assign a value to a particular deal stage (fraction of total potential deal value) and then report on a total pipeline showing change in each deal stage over a custom period. Practical example: A rep moves net 10 deals into Contract Sent stage over the last 10 days and that stage represents a value of 20% of total deal value (1/5 closure rate). If I can do this across all stages, I can show total pipeline value change for a rep across a particular period. Is that possible?
Hi @shaneedrington,
It’s notoriously difficult (most of the times impossibly complex) to create reports in HubSpot that show a before and after. HubSpot only lets you access the current value of a property (unless you export the property history). There isn’t any any way to reference the previous value of a property which is exactly what you’d need here.
I’d recommend having a look at how to set up the forecast tool and how to use the forecast tool. You can use the forecast tool to keep track of your team’s progress towards their goals. The forecast tool groups deals into forecast categories based on their likelihood to close, instead of their deal stage.
Hope this helps!
Hi @shaneedrington ,
The report you like to create in HubSpot is not possible. I will recomend you to go with what @karstenkoehler suggested, to set up the forecasting fot your team
This way you can measure the progress of your team towards their goals.
Hope this helps!
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Thanks and Regards.