Dashboards & Reporting

Hsth
Member

Combining deal probabilities into ranges in reporting

SOLVE

Hi,

 

Is there any way to create a report where deal probabilities are combined into ranges e.g. 0-49%, 50-69% and 70-99%? Ideally, I would like to create a report that shows open deals on a monthly level based on the closing date, and for each month these 3 different ranges would be visible in a stacked vertical bar chart. The report I have now managed to create shows all deal probabilities as separate (10%, 20%, 30% etc.) which is not ideal for quick interpretation. Thanks in advance!

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1 Accepted solution
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Combining deal probabilities into ranges in reporting

SOLVE

@Hsth I'm playing around in the Custom Report Builder, and I don't see a way to combine or group the Deal Probability data in the way you're describing with the standard property. However, a colleague shared that she thought you could "create an additional custom property that sorts deals into those ranges if grouping doesnt work." You'd then create a workflow that sorts the companies into the categories you wanted reporting on.

 

I'll keep looking, and I've asked some colleagues who build amazing reports for clients, but at this point I don't think that exact view is possible with the standard Deal properties and reporting. 

 

Thanks for the tag @PamCotton 🙂

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

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2 Replies 2
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Combining deal probabilities into ranges in reporting

SOLVE

@Hsth I'm playing around in the Custom Report Builder, and I don't see a way to combine or group the Deal Probability data in the way you're describing with the standard property. However, a colleague shared that she thought you could "create an additional custom property that sorts deals into those ranges if grouping doesnt work." You'd then create a workflow that sorts the companies into the categories you wanted reporting on.

 

I'll keep looking, and I've asked some colleagues who build amazing reports for clients, but at this point I don't think that exact view is possible with the standard Deal properties and reporting. 

 

Thanks for the tag @PamCotton 🙂

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
PamCotton
Community Manager
Community Manager

Combining deal probabilities into ranges in reporting

SOLVE

Hello @Hsth thank you for posting in our Community! I want to share this knowledge base with more information. 

I want to invite our top experts to this conversation @jolle @danmoyle @christopher-RVO any suggestions for @Hsth?

 

Thank you,

Pam

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