We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included).

Allow cookies

Creating Report to track changes in Deal stages

afrinkazi
Member

‎Nov 16, 2017 4:32 AM

How to track the deals per team member, how many deals were changed to closed lost or won etc. 

 

Need this information on weekly/ monthly basis for my team. 

2 Replies 2
edjusten
HubSpot Employee
HubSpot Employee

‎Nov 27, 2017 1:56 PM

Hi @afrinkazi . With our reporting add-on, you can able to measure deals by team member by week, and further show which stages the deals are in (per team member). You can also build a funnel report that measures how many deals passed through selected stages, so that you can see percentage rates of deals that have fully closed. 

 

The reporting add-on is a paid feature ($200 per month) but you can activated a free 30-day trial by selecting Products and Add-ons from your account menu.  You can find tips and tricks for building reports here.

 

Thank you,

Ed Justen

 

 


Did my post help answer your query? Help the Community by marking it as a solution
0 Upvotes
michellel
Participant

‎May 15, 2018 6:02 AM

I would like this feature too but don't want to pay an additional $200 a month for it. I already pay extra for Sales Pro for sales users and also have the Ads Add-on. 

Creating Report to track changes in Deal stages
Sales
May 15, 2018