CRM

Edyta7510
Contributeur de premier rang

Freezing deal data / historical snapshot of all deal properties

SOLVE

Hi, 

Our finance team has come to me with the following question: Are we able to freeze data entry by sales for a certain period of time? We need to be able to have a "snapshot" view of all deal properties once a month.  From my understanding, HubSpot doesn't allow this, right? As it's supposed to provide real time data. 

Let me know.

Thanks

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Freezing deal data / historical snapshot of all deal properties

SOLVE

Hi @Edyta7510,

 

You're correct, it's not possible to easily access this information in a report. You need to either find a third-party solution which offers this (I'm not aware of any) or run exports.

 

The best way to achieve this, in my opinion, would be a manual monthly export, including all deal properties: https://knowledge.hubspot.com/crm-setup/export-contacts-companies-deals-or-tickets

 

Historical information is available for all properties (only one property at a time, unfortunately), following these steps: https://knowledge.hubspot.com/crm-setup/view-property-history

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Freezing deal data / historical snapshot of all deal properties

SOLVE

Hi @Edyta7510,

 

You're correct, it's not possible to easily access this information in a report. You need to either find a third-party solution which offers this (I'm not aware of any) or run exports.

 

The best way to achieve this, in my opinion, would be a manual monthly export, including all deal properties: https://knowledge.hubspot.com/crm-setup/export-contacts-companies-deals-or-tickets

 

Historical information is available for all properties (only one property at a time, unfortunately), following these steps: https://knowledge.hubspot.com/crm-setup/view-property-history

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

Edyta7510
Contributeur de premier rang

Freezing deal data / historical snapshot of all deal properties

SOLVE

Hi @karstenkoehler this is indeed what I thought would be a possible solution. You've just confirmed it. Many thanks!