Dashboards & Reporting

DOz3
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Cannot Display Some Deal Stages on Historical Snapshots

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Dear community, 

 

I've created a historical snapshot report that breakdown by deal stages. But, it doesn't show 2 specific stages (Deal Lost, Deal Closed) despite they are all under the same pipeline. Any help would be appreciated.

 

Thank you for your time and consideration.

 

Best,

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1 Soluciones aceptada
karstenkoehler
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Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Cannot Display Some Deal Stages on Historical Snapshots

resolver

Hi @DOz3,

 

This is expected behavior, (in your case) unfortunately, see here: https://knowledge.hubspot.com/reports/create-sales-reports-with-the-sales-reports-analytics-tool

 

Please note: when using the pipeline filter, the report will only show deals currently in that pipeline and will not show closed deals.

 

(I'm not aware of a sensible way to get those stages to display.)

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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3 Respuestas 3
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Cannot Display Some Deal Stages on Historical Snapshots

resolver

Hi @DOz3,

 

This is expected behavior, (in your case) unfortunately, see here: https://knowledge.hubspot.com/reports/create-sales-reports-with-the-sales-reports-analytics-tool

 

Please note: when using the pipeline filter, the report will only show deals currently in that pipeline and will not show closed deals.

 

(I'm not aware of a sensible way to get those stages to display.)

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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DOz3
Miembro

Cannot Display Some Deal Stages on Historical Snapshots

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Thank you Karsten!

 

But, in another custom report that I've created it shows these 2 stages under same pipeline. That is why I am hoping for a solution. 

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karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Cannot Display Some Deal Stages on Historical Snapshots

resolver

@DOz3 historical snapshots are a report type that is quite rigid, we unfortunately don't get the same level of flexibility like custom reports in general. In this case, closed stages cannot be included.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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