I have a use case where i want to be able to track, over time, how our pipeline changes.
I know there is a Hubspot report that tracks the monthly snapshot of the pipleine value and we find this incredibly useful but I am really interested in understanding how that metric looks in terms of the number of deals.
Following conversations with Hubspot support, based on the current functionality of the built in report there is very little that is customisable and this includes the ability to remove the amount and just display the count of deals which seems like it would be an obbious metric to track and a quick win?
I cant be the only one looking at this as a meaningful rev ops metric?
I think what you want exist already but I am not sure, is it this ?
Feel free to DM me if you need help on this (I really think a 15 min call and you are good)
Would be great if you have a solution - Hubspot support didnt think it was possible
Thanks Jim - is this the snapshot of what was in the pipeline on a given date or what was created in the month?
you can do both but this is the number of deal won in a month here.
i could use created as well.
You want deal here (not created and not won) at a specific date? In you case deal present at a stage for 2 months will be count twice ? One for each month ?
Thanks but that’s not quite the ask - whilst it’s good to know what was created / won/ closed what I am looking for is the value of the pipeline as a snapshot at a given point in the month - for example the current HubSpot report gives the value of the pipeline (£amount) as a snapshot at the end of each month, and we can compare that to previous months - I simply want that snapshot by count not value, but that’s not a customisable field