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?
@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:
If this solved what you're looking for please mark this as an accepted solution!
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:
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
@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:
If this solved what you're looking for please mark this as an accepted solution!