💬 RevOps Discussions

OmryS
Participant

Showing sum of 2 pipelines

SOLVE

Hi! 

 

I was wondering if there was a way to create a report showing the total amout of all closed won deals from 2 different pipelines? I want to be able to show the total ARR from 2 separate pipelines, instead of showing the amounts per pipeline. Would that be possible?

 

Thanks!

0 Upvotes
3 Accepted solutions
chrisworqflow
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Showing sum of 2 pipelines

SOLVE

@OmryS  You can achieve this by creating a Single Object report > (Deals Oject) > and then apply the following filters: 

 

  • Required filters: Close Date is All time
  • Pipeline is any of X pipeline of Y Pipeline


Under the Data tab, search for annual recurring revenue and select it. Under Visualization, configure the layout as the below screenshot: 

Screen Shot 2022-11-03 at 10.21.27 AM.png

View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Showing sum of 2 pipelines

SOLVE

Hi @OmryS,

 

If you're referring to this filter...

 

karstenkoehler_0-1667725283935.png

 

... then this is OR, not AND. It will show deals from all three stages, not deals which are in all three stages at the same time.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

chrisworqflow
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Showing sum of 2 pipelines

SOLVE

@OmryS  You would just need to add an additional filter of Deal Stage contains any of Closed Won (Pipeline X); Closed Won (Pipeline Y). see screenshot below: 

Screen Shot 2022-11-07 at 1.48.58 PM.png


If this solved what you're looking for please mark this as an accepted solution!

View solution in original post

8 Replies 8
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Showing sum of 2 pipelines

SOLVE

Hi @OmryS,

 

Yes, custom deal reports will by default do this, unless you filter the deal report by pipeline specifically.

 

These types of reports can be created in a Professional subscription, within the free CRM or a Starter subscription this is not possible.

 

Navigate to Menu > Reports > Reports > Create report > Single object > Deals. Under Filters, you can check the date range and also see that this is not filtered by pipeline. In the Data tab, click Add Deal Property to find your Deal amount / Annual recurring revenue field. If you just want to see the total, in the Visualization tab choose the Summary chart type and drag the amount field into the Displaying area. You should see a single number to the right:

 

karstenkoehler_0-1667489035907.png

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

OmryS
Participant

Showing sum of 2 pipelines

SOLVE

Thank you @karstenkoehler

Is there a way to add a filter to show the total amount of only the deals under the closed won stage in the 2 different pipelines?

I would like the filter to be - Deal Stage is closed won (pipeline 1) OR closed won (pipeline 2). 

Right now it only allows me to have an AND filter which doesn't give me the right total amount.

 

Thanks a lot again,

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Showing sum of 2 pipelines

SOLVE

Hi @OmryS,

 

If you're referring to this filter...

 

karstenkoehler_0-1667725283935.png

 

... then this is OR, not AND. It will show deals from all three stages, not deals which are in all three stages at the same time.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

OmryS
Participant

Showing sum of 2 pipelines

SOLVE

Oh, amazing. Thanks @karstenkoehler 

Now I just need to figure out why the number shown is off, but that's probably related to our data.

Thanks a lot for the help!

chrisworqflow
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Showing sum of 2 pipelines

SOLVE

@OmryS  You can achieve this by creating a Single Object report > (Deals Oject) > and then apply the following filters: 

 

  • Required filters: Close Date is All time
  • Pipeline is any of X pipeline of Y Pipeline


Under the Data tab, search for annual recurring revenue and select it. Under Visualization, configure the layout as the below screenshot: 

Screen Shot 2022-11-03 at 10.21.27 AM.png

OmryS
Participant

Showing sum of 2 pipelines

SOLVE

Thank you @chrisworqflow 

 

Is there a way to add a filter to show the total amount of only the deals under the closed won stage in the 2 different pipelines?

I would like the filter to be - Deal Stage is closed won (pipeline 1) OR closed won (pipeline 2). 

Right now it only allows me to have an AND filter which doesn't give me the right total amount.

 

Thanks a lot again,

0 Upvotes
chrisworqflow
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Showing sum of 2 pipelines

SOLVE

@OmryS  You would just need to add an additional filter of Deal Stage contains any of Closed Won (Pipeline X); Closed Won (Pipeline Y). see screenshot below: 

Screen Shot 2022-11-07 at 1.48.58 PM.png


If this solved what you're looking for please mark this as an accepted solution!

OmryS
Participant

Showing sum of 2 pipelines

SOLVE

That worked! Thanks a lot 🙂

0 Upvotes