Tracking deal activity over time

CRM & Sales Dashboards & Reporting
1

Hi there

Every month I want to be able to look back at the previous month and create a report which tells me about the total deals and each stage that deal might have gone through during the month (eg one deal could have moved through 3 or 4 different stages and I want to understand activity related to each deal stage it’s been through not just the one it is sitting in at the time of the report).

I’m a bit confused / overwhelmed by all the different options in the reporting tool, and when I’ve had a play around with it I keep getting different answers.

I’ve been using the ‘deals open by current stage’ template, but that only gives me the current view for all my deals.

Which template would best suit me for my needs and what date properties should I be focussing on when filtering?

Many thanks … Lee

2

Hi @LGriffith,

Out of the box, reports only show you the current value of a field. It’s not possible to create reports in the custom report builder that show you previous values of properties / fields.

If you want to see reports that shows you historic changes on deals, you would have to look into the sales analytics, available in Sales Hub Professional and Enterprise: Create sales reports in the sales analytics suite

In the sales analytics, you’ll find various reports that give you a historic perspective on your deals, deal changes and movements.

Let me know if you have any follow-up questions!

3

Thanks for clarifying. I’ll take a look. I’m on the starter subscription and don’t need the broader features at the moment.