Forecasting upcoming deal delivery dates in Hubspot

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gmoyle_kettleco
Member

I have a custom deal property that contains the delivery date for the associated deal (in this case it will be a new kitchen).

 

I'd like to create a dashboard in Hubspot that reports on  the total value of deals to be delivered in the month ahead based on this custom property. Is this possible?

 

Thanks

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Accepted Solutions
warrendavey
Solution
Top Contributor | Platinum Partner

@gmoyle_kettleco  - Thanks for you question.  I respond on occasion in video and recreate the solution.  Today I chose your question to help with.

Here is the video for you to watch http://youtu.be/51olSda7Mzs?hd=1

 

Custom reports can do this.

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warrendavey
Solution
Top Contributor | Platinum Partner

@gmoyle_kettleco  - Thanks for you question.  I respond on occasion in video and recreate the solution.  Today I chose your question to help with.

Here is the video for you to watch http://youtu.be/51olSda7Mzs?hd=1

 

Custom reports can do this.

View solution in original post

gmoyle_kettleco
Member

Thanks so much for putting this video together. It looks like the ideal way to do this. My only question is would require the reporting add-on in Hubspot or a further upgrade? Our business currently uses the starter growth suite.

 

Thanks again for the awesome video 🙂

 

Cheers

 

Gary

warrendavey
Top Contributor | Platinum Partner

@gmoyle_kettleco  Gary, You may be able to take an existing deal report and possibly add on your custom field as a filter. Unfortunately, I don't have a test environment for that.  If you upgrade, I would go to Pro and it will provide you with the reporting you need.  Contact me if you are thinking about that and I can help you figure out if it is worth the move. Click my bio below to contact me.

gmoyle_kettleco
Member

As a follow up to this, we would need to purchase the reporting module to create this view. 

 

What I have done in the meantime is create a custom view on the deals section which is filtered by 'next month' and by my 'delivery date' custom property. At least this way we can see the deals that are due for delivery in the month ahead at a glance.

 

Obviously the reporting would be slicker and more powerful but I though it was worth sharing this option as well.

 

Cheers 🙂

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4Arity4
Member

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