# Sales reporting on year comparison

**URL:** <https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698>\
**Category:** HubSpot Ideas\
**Tags:** reports\
**Created:** [June 7, 2019, 7:05am UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698 "2019-06-07T07:05:49Z")\
**Posts on this page:** 20\
**Page:** 1

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**Author:** ![MarionFrelon](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/marionfrelon/32/102437_2.png) [@MarionFrelon](https://community.hubspot.com/u/MarionFrelon)\
**Post date:** [June 7, 2019, 7:05am UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/1 "2019-06-07T07:05:49Z")

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Hey there,

after onboarding a new customer on Sales Pro, I have struggled with one of his request that seem to me to be a basic request for sales follow-up : they wanted to be able to build a custom deal report for one deal owner, showing deals closed monthly, with month 2018 and month 2019 next to each other to be able to compare sales performance for same month on both years (either same bar with 2 colours or 2 bars next to each other for each month).

This is current way to drive sales performance, I thought it could be useful to think about a way to do so on custom report?

Thanks a lot

KR

Marion

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**Author:** ![brndnstwrt](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/brndnstwrt/32/84489_2.png) [@brndnstwrt](https://community.hubspot.com/u/brndnstwrt)\
**Post date:** [March 6, 2020, 7:40pm UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/2 "2020-03-06T19:40:01Z")

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I think a simpler way to describe this feature is “year-over-year” reporting, which essentially removes the seasonality bias when comparing performance between months. It is much more helpful to compare December one year to December the previous year, rather than to compare December versus November in the same year. Those months are extremely different from a sales perspective.

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**Author:** ![Nikboe](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/nikboe/32/39641_2.png) [@Nikboe](https://community.hubspot.com/u/Nikboe)\
**Post date:** [May 19, 2020, 7:14am UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/3 "2020-05-19T07:14:14Z")

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We really need this feature. It’s an absolute pain point for us. A lot of charts in our KPI report have to compare months/years in column charts. We have to generate these reports manually in Excel. A partner company of us even decided to not use Hubspot because of this feature missing.

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**Author:** ![Sandra1906](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/sandra1906/32/2679_2.png) [@Sandra1906](https://community.hubspot.com/u/Sandra1906)\
**Post date:** [May 29, 2020, 3:48pm UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/4 "2020-05-29T15:48:46Z")

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I can only agree with Nikboe. I want to replace our manual Excel KPI Report as fast as possible. Realizing that a year-over-year comparison is not possible is a bit frustrating, if I’m honest. But I need this capability not only for sales, but also for our marketing reports.

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**Author:** ![garnold](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/garnold/32/92090_2.png) [@garnold](https://community.hubspot.com/u/garnold)\
**Post date:** [June 5, 2020, 5:46pm UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/5 "2020-06-05T17:46:16Z")

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This type of comparison would be great, and the functionality could be used in other types of valuable comparisons.

My understanding is that right now, you can only run comparison reports on date fields and only date fields, in other words, you can’t add any other fields to be compared besides date and count.

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**Author:** ![Maria\_Collet](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/maria_collet/32/33328_2.png) [@Maria\_Collet](https://community.hubspot.com/u/Maria_Collet)\
**Post date:** [September 22, 2020, 6:56am UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/6 "2020-09-22T06:56:28Z")

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Hi, I wanted to share with you my set up, maybe that could solve @MarionFrelon’s customer issue.

I created a deal property “closing month”

I created a workflow saying “if the closing date is between /dates of september 2019/ OR /dates of september 2020” then closing month = september

Then I cloned and edited this workflow for other months.

Then you can make a custom report with nomber of closed deal per month vs last year.

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**Author:** ![MarionFrelon](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/marionfrelon/32/102437_2.png) [@MarionFrelon](https://community.hubspot.com/u/MarionFrelon)\
**Post date:** [September 22, 2020, 8:46am UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/7 "2020-09-22T08:46:21Z")

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Hi [@Maria\_Collet](https://community.hubspot.com/t5/user/viewprofilepage/user-id/110967)

Thanks for the tip 😊 I’ll try that until Hubspot is willing to develop this functionality…

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**Author:** ![Redens](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/redens/32/29572_2.png) [@Redens](https://community.hubspot.com/u/Redens)\
**Post date:** [November 11, 2020, 6:44pm UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/8 "2020-11-11T18:44:24Z")

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“Year-over-year” reporting is a central part of our Sales analysis. When will this feature be available?

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**Author:** ![SamStAmour](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/samstamour/32/106695_2.png) [@SamStAmour](https://community.hubspot.com/u/SamStAmour)\
**Post date:** [January 13, 2021, 4:54pm UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/9 "2021-01-13T16:54:04Z")

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Hi @MarionFrelon ,

Just to be sure, the “Comparison” drop down in some reports doesn’t answer your need?

If you had missed it, it can be found when editing a report (see screenshot below):

- Look for “Display options” in the top right area

- Click on “Comparison” drop down

- Select the range for which you wish to compare

 ![36411iBA5DEE83653951CD.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/4/f/4fd3cdb778ba5ea4fedd5255ca92e670ae133921.png)

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**Author:** ![JoshG](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/joshg/32/17843_2.png) [@JoshG](https://community.hubspot.com/u/JoshG)\
**Post date:** [December 15, 2021, 3:06pm UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/10 "2021-12-15T15:06:07Z")

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I love that Hubspot gives you the ability to campare data to a previous year/quarter/etc., but I could really use the ability to compare data to multiple years prior. Here is an example of a report I created in Salesforce that illustrates what I’m talking about.

 ![08FD3540-830D-43E0-9DAB-61CCF6E07D03.jpeg](https://d2qpr2jzcazej7.cloudfront.net/original/3X/8/1/817c1bf1cf712be2ef0b96195c61f2555dd25d46.jpeg)  
Example Year over Year report from Salesforce

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<div class="post-metadata">

**Author:** ![hannalofving](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hannalofving/32/104050_2.png) [@hannalofving](https://community.hubspot.com/u/hannalofving)\
**Post date:** [March 31, 2022, 12:12pm UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/11 "2022-03-31T12:12:42Z")

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This would be soooooooo nice to have in the custom report builder.

Please!

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**Author:** ![AxelS](https://avatars.discourse-cdn.com/v4/letter/a/ecae2f/32.png) [@AxelS](https://community.hubspot.com/u/AxelS)\
**Post date:** [April 4, 2022, 8:39am UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/12 "2022-04-04T08:39:59Z")

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Yes we see a lot of customers requesting this (and thinking its a given) from the report builder

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**Author:** ![AGerlin](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/agerlin/32/104913_2.png) [@AGerlin](https://community.hubspot.com/u/AGerlin)\
**Post date:** [September 20, 2023, 12:20pm UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/13 "2023-09-20T12:20:03Z")

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Super useful to compare YoY

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**Author:** ![MarkPeck](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/markpeck/32/98997_2.png) [@MarkPeck](https://community.hubspot.com/u/MarkPeck)\
**Post date:** [January 2, 2024, 3:40pm UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/14 "2024-01-02T15:40:01Z")

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I have this exact problem, and the ‘comparison’ function doesn’t address it. Pretty disappointing that such a basic Sales management KPI isn’t readily available @hubspot leadership

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**Author:** ![farmchem](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/farmchem/32/14727_2.png) [@farmchem](https://community.hubspot.com/u/farmchem)\
**Post date:** [January 2, 2024, 11:16pm UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/15 "2024-01-02T23:16:22Z")

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This is possible only when doing a report on a single object… but not in a custom report. Year over Year to date is very much needed.

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**Author:** ![MMoey](https://avatars.discourse-cdn.com/v4/letter/m/ea666f/32.png) [@MMoey](https://community.hubspot.com/u/MMoey)\
**Post date:** [May 14, 2024, 12:39am UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/16 "2024-05-14T00:39:41Z")

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I agree with you, we need this kind of side by side comparison (two different timelines) when we do our sales and marketing reports. Could HubSpot help to add this feature in? Thank you.

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**Author:** ![CDan1](https://avatars.discourse-cdn.com/v4/letter/c/b782af/32.png) [@CDan1](https://community.hubspot.com/u/CDan1)\
**Post date:** [August 2, 2024, 3:01am UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/17 "2024-08-02T03:01:01Z")

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Currently we’re only able to use YTD (i.e. year so far) for the current year, but not for a comparison chart. Seems like a feature that might benefit users as this would make for more reliable/accurate comparison in reporting. Hoping to see it implemented soon!

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**Author:** ![VSalvo](https://avatars.discourse-cdn.com/v4/letter/v/df705f/32.png) [@VSalvo](https://community.hubspot.com/u/VSalvo)\
**Post date:** [August 2, 2024, 3:02am UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/18 "2024-08-02T03:02:17Z")

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how is this not a feature yet guys.. this is incredibly standard in every other reporting package i’ve ever used.. ugh

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**Author:** ![SDeNicola](https://avatars.discourse-cdn.com/v4/letter/s/ed8c4c/32.png) [@SDeNicola](https://community.hubspot.com/u/SDeNicola)\
**Post date:** [October 28, 2024, 9:36pm UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/19 "2024-10-28T21:36:20Z")

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This seems as though it should be a standard feature and availble to at least Enterprise and Pro users.

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**Author:** ![JKesler5](https://avatars.discourse-cdn.com/v4/letter/j/ea5d25/32.png) [@JKesler5](https://community.hubspot.com/u/JKesler5)\
**Post date:** [January 15, 2025, 9:16pm UTC](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698/20 "2025-01-15T21:16:13Z")

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I’m looking for this same feature. We’re a seasonal business, so comparing month to previous month or quarter to previous quarter doesn’t help us.

[Next page](https://community.hubspot.com/t/sales-reporting-on-year-comparison/14698.md?page=2)
