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YourHeadofSales
Member

Tracking pipeline over time... automatically

SOLVE

Hi community,

 

We were challenged by our board to start tracking total pipeline and weighted pipeline over time. I've looked through lots of custom and pre-built reports and can't seem to find one that captures historic pipeline, or can capture the pipeline on a specific day to add a report (for example, take pipeline on 1 August, 1 September, 1 October, etc. and create a graph). Is this possible, or will it always be a manual process.

 

Many thanks!

2 Accepted solutions
CHawkins
Solution
Top Contributor

Tracking pipeline over time... automatically

SOLVE

Have you used the Historical Snapshots report in the Sales Analytics? This thread has some additional ideas for customizing it.

Casey Hawkins
HubSpot Freelancer | Digital Marketing Consultant

Found my solution helpful? Mark it as accepted

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View solution in original post

Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Tracking pipeline over time... automatically

SOLVE

HI @YourHeadofSales hope you are doing great.

If you already know which dates you need to report on

I'd prepare a special dashboard with the report of pipeline information you need

and clone it 11 times and edit the dates.

So this way you have the January, February...(and so on) reports ready

to be filled when the month arrives. And at the end of the year

you have all the historic data there.

Hope this helps.

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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Did my post help answer your question? Mark this as a solution.

View solution in original post

2 Replies 2
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Tracking pipeline over time... automatically

SOLVE

HI @YourHeadofSales hope you are doing great.

If you already know which dates you need to report on

I'd prepare a special dashboard with the report of pipeline information you need

and clone it 11 times and edit the dates.

So this way you have the January, February...(and so on) reports ready

to be filled when the month arrives. And at the end of the year

you have all the historic data there.

Hope this helps.

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

CHawkins
Solution
Top Contributor

Tracking pipeline over time... automatically

SOLVE

Have you used the Historical Snapshots report in the Sales Analytics? This thread has some additional ideas for customizing it.

Casey Hawkins
HubSpot Freelancer | Digital Marketing Consultant

Found my solution helpful? Mark it as accepted

Schedule Time With Me