Create a report about in which stages the deals were created in 2025!

[ISmolin]

Hi everyone,

I tried to create a report about the stages in which the deals were created in 2025, but I couldn't achieve it as it might require historical snapshots data, and it is not available yet. Am I right or? 

Thanks 

[karstenkoehler · Accepted solution]

Hi @ISmolin,

The historical snapshots report as part of the sales analytics is indeed the only way I am aware of to look at a previous state of a pipeline: https://knowledge.hubspot.com/reports/create-sales-reports-in-the-sales-analytics-suite

In the custom or single report builder, this is not possible.

Alternatively, export the deal stage property history (in the property settings) and report on it outside of HubSpot.

Best regards

[clwydp · Accepted solution]

You’re on the right track. If you want to know “what stage each deal was in at a past point in time,” you need historical snapshots. In HubSpot, that’s available via Sales Analytics snapshots; the custom/single report builders can’t reconstruct past property values without a snapshot.

What you can do today (options)

1) Sales Analytics (historical snapshots)
- Use if you need to look back at prior states (e.g., “as of each week/month in 2025, how many deals were in each stage” or “deals created in 2025 by their stage at creation if the snapshot includes that dimension”).
- Where to find it:
1. Reports > Analytics Tools > Sales Analytics
2. Explore “Funnel” or “Pipeline” reports and the Snapshots section (depending on your subscription and available reports).
- Limitation: Not all Sales Analytics reports expose “stage at the time of deal creation” as a standalone dimension. Snapshots do let you see the pipeline composition at points in time; if you specifically need “initial stage at creation,” see option 3 to capture it going forward.
- Docs: Create sales reports in the Sales Analytics suite (covers the Sales Analytics tool and its report types)
https://knowledge.hubspot.com/reports/create-sales-reports-in-the-sales-analytics-suite

2) Export property history and analyse outside HubSpot (retroactive workaround)
- If you must do this retroactively for 2025 and don’t have snapshots that answer the question, export the Deal stage property history and reconstruct the initial stage for deals whose Create date is in 2025.
- How to export property history:
1. Settings (gear icon) > Objects > Deals > Record Customization > Manage properties.
2. Search for “Deal stage,” click it.
3. Use the “Export property history” option.
4. Filter rows to deals with a Create date in 2025, then identify the first value of Deal stage for each deal (the earliest timestamp after the deal’s creation).
- Then build your pivot (Initial Deal Stage vs Count of Deals).

3) Capture “initial deal stage” going forward (no snapshots required)
- If your goal is specifically “the stage a deal was created in,” create and populate a dedicated property at creation:
- Create a custom single-line text or dropdown property: “Initial deal stage.”
- Workflow (Pro+):
1. Automation > Workflows > Create workflow > Deal-based.
2. Enrollment trigger: Create date is known (or “Deal stage is known”).
3. Action: Set property “Initial deal stage” = Deal stage (copy property value).
4. Turn on “Re-enrollment” OFF and use a suppression to ensure it only sets once (e.g., initial property is unknown).
- Without workflows: If deals are created via forms or integrations, map the initial stage into this property at creation time.
- Once captured, you can build a standard single-object deals report:
- Filters: Create date is between 1/1/2025 and 12/31/2025
- Break down by: Initial deal stage
- Visualization: Bar chart or table

4) What’s possible in the report builders without snapshots
- You can report “Deals created in 2025 by current stage” (not the same as initial stage).
- Build a single-object deals report
- Filters: Create date in 2025
- Break down by: Deal stage
- Caveat: This shows their stage now, not at creation.
- You can see property history within a single record or export it, but the custom builders don’t let you filter/aggregate by “historical value at specific time” natively.

Tips and pitfalls
- Midstream moves: Many teams create deals directly in a mid-funnel stage. If you want to analyze that behavior, the “Initial deal stage” property is the most reliable design going forward.
- Backfilling 2025: If you start capturing “Initial deal stage” now, you can optionally backfill for 2025 by running a one-time workflow that copies the earliest historical stage into the property. However, HubSpot workflows can’t directly read “first historical value,” so you’d need to do this via an external export/import or custom code action that parses property history. If that’s not feasible, rely on snapshots or external analysis.
- Multiple pipelines: If you have more than one pipeline, make sure your report filters to the right pipeline and stages.

When you must involve HubSpot Support
- If you believe your Sales Analytics snapshots are missing or not updating as expected, or you have access to Sales Analytics but can’t see the snapshot reports that should be included in your subscription, this requires HubSpot Support to investigate your specific account.

Bottom line
- For a past-looking view of “stage at time of creation” in 2025, use Sales Analytics snapshots if they cover your need, or export property history and analyze externally.
- For future-proof reporting, add an “Initial deal stage” property and populate it at creation via workflow, then report natively in HubSpot.

[karstenkoehler · Accepted solution]

Hi @ISmolin,

The historical snapshots report as part of the sales analytics is indeed the only way I am aware of to look at a previous state of a pipeline: https://knowledge.hubspot.com/reports/create-sales-reports-in-the-sales-analytics-suite

In the custom or single report builder, this is not possible.

Alternatively, export the deal stage property history (in the property settings) and report on it outside of HubSpot.

Best regards