Total deal count per stage in time period

Smart CRM & Sales Hub Dashboards & Reporting
1

We need to show the total deals that enter a specific stage within a month. Similar to a waterfall. How would we go about this?

For example, 4 deals enter the pipeline in a month

Stage 1 - 4 deals
Stage 2 - 3 deals

Stage 3 - 1 deals

Stage 4 - 1 deals

The next month (no deals have been added here). They simply passed through the next stages.

Stage 1 - 4 deals
Stage 2 - 6 deals

Stage 3 - 3 deals

Stage 4 - 2 deals

The next month (no deals have been added here). They simply passed through the next stages.

Stage 1 - 1 deals
Stage 2 - 6 deals

Stage 3 - 6 deals

Stage 4 - 4 deals

2

Hi @DCHE,

Happy to help here. The part I’m confused about is this:

@DCHE wrote:

no deals have been added here

Your first set of deals totals 9, the second second of deals totals 15. Where do the 6 deals come from?

Generally, if you want to visualize how many deals entered a stage in a given month, there are two ways to go about it:

  1. Deals get an ‘Entered stage date’ property value per stage. That means that deal stage move information is not stored within one property but as many properties as there are stages. That, in turn, means that you would have to create one report per stage as HubSpot only accepts one date property per visualization (except for tables). Deals that entered stage 1 per month, Deals that entered stage 2 per month and so on. You would do so under Menu > Reports > Reports > Create report > Single object > Deals.
  2. In the sales analytics (Menu > Reports > Analytics tools > Sales analytics), there are various reports that go in a similar direction, e.g. Deal pipeline waterfall and Historical snapshops. I’d recommend checking whether these out-of-the-box reports fulfil your requirements.

Best regards!