View Deal Amounts at a Specific Deal Stage Entry

Smart CRM & Sales Hub Dashboards & Reporting
1

Hello,

We are wanting to pull a report based on the $ amount in deal stages from SQL to Closed Won, but we want the orginial $ amount entered. Often we put in a projected $ amount but then over the course of our sales cycle the $ amount increases or decreases. We would like to compare how the original projected $ amount to the actual $ amount. Is there any way to pull a report based on property history?

Thanks!

Damaris

2

Hey @DS30!

While you can go into property history and view the orignal deal $ amount, this property history cannot be pulled to use like other properties. However I found a quick work around using custom properties and workflows.

Here’s how to do it:

  1. Create a custom deal property named original_projected_amount (or whatever name you prefer).
  2. Create a deal-based workflow and use an enrollment trigger such as Deal Stage is any of SQL.
  3. Add Copy Property Value action and set the fields:
    1. Property or value to copy from: Amount
    2. Target Property Type
    3. Property to copy “Amount” to: original_projected_amount

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This will cause any deal in the the SQL stage to go through the workflow and copy the amount on the deal at the time to the custom property original_projected_amount. This amount will stay the same even if/when the deal amount changes. Since the original deal amount now lives in a deal property you can use it in reports!

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Hope this helps!

3

Thanks @JonathanS!

The workaround will only work going forward correct, it won’t pull in past information?

I do really wish HubSpot would allow us to pull reports based on past property history! Would make my life so much easier :smiling_face_with_sunglasses:

I’ll give your solution a try tho so that we have this information going forward!

4

Correct, this solution will only work for future deals. You would have to manually find and enter the original deal amount for past deals…:upside_down_face:

And I agree, the ability to pull and use data based on the property history would be a game changer!

5

Hi @DS30,

You do not have to manually populate this for deals created before the workflow. You can export the deal property history, clean up the file and import the earliest value back into HubSpot, see here: View a record's property history

Best regards!