Dashboards & Reporting

AAngelopoulos
Participant

Compare Week over Week Pipeline state

SOLVE

Hello,

 

I am trying to make a dashboard without success, thought I'd give this place a shot. 

 

My goal is to have a general view of our pipeline and compare it week over week. I am not interested in what came in the pipeline for this chart. What I want, as an example, is to see from Monday to Monday that my 6 leads in X, Y, Z, stages went from X=4 / Y=2 / Z=0 to  X=2 / Y=2 / Z=2

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

Compare Week over Week Pipeline state

SOLVE

Hi @AAngelopoulos,

 

Out of the box, there isn't any option to visualize this within one report. Since each change in deal stage is stored in a separate date property. Each report can only feature one date property – you would have to create separate reports for each deal stage.

 

As an alternative, there is a 'Deal change history over time' report in the sales analytics (Menu > Reports > Analytics > Sales Analytics).

 

This report lets you view changes on your open deal amounts, stages, forecast, and close dates. Compare the changes that happened on these deals across two periods of time.

 

If this report does not give you what you want, then you'd have to navigate to Menu > Reports > Reports > Create custom report > Single object > Deals.

 

You would then under Filters like shown below:

 

karstenkoehler_2-1670408049702.png

 

 

The Visualization tab would look like this:

 

karstenkoehler_1-1670407992462.png

 

You now get all deals in this report which moved into the stage chosen for the date property filter in this report.

 

To get a comparison for the previous week, choose this option in the top right corner:

 

karstenkoehler_3-1670408072910.png

 

 

Hope this helps! Let me know if you have any follow-up questions!

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.

View solution in original post

6 Replies 6
Malcolm_Chiu
Participant

Compare Week over Week Pipeline state

SOLVE

Hi @AAngelopoulos, the dashboard you described can be accomplishied by exporting the deal data every Monday and consolidate / visualized the data via Excel.  I have done something very similar for one of my cusotmers fully automated and distributed to the Sales Team everyweek.   Please feel free to message me directly if you are interested to see and learn more about this.

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Compare Week over Week Pipeline state

SOLVE

Hi @Malcolm_Chiu,

 

The community is primarily a place for sharing knowledge, not for generating leads. If you have reporting solutions, please share them here directly.

 

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.

Malcolm_Chiu
Participant

Compare Week over Week Pipeline state

SOLVE
Thanks for sharing the policy, I will change my communication towards sharing solution and less about generating lead.

In today's case, exporting data via Hubspot is a solution but I guess Hubspot will prefer me to share only solutions that a more native to Hubspot's features and functionalities.
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Compare Week over Week Pipeline state

SOLVE

Hi @AAngelopoulos,

 

Happy to help! Are you referring to contact records or deal records here?

 

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.

AAngelopoulos
Participant

Compare Week over Week Pipeline state

SOLVE

Hi Karsten, thank you for your reply. I am referring to deal records. 

 

 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Compare Week over Week Pipeline state

SOLVE

Hi @AAngelopoulos,

 

Out of the box, there isn't any option to visualize this within one report. Since each change in deal stage is stored in a separate date property. Each report can only feature one date property – you would have to create separate reports for each deal stage.

 

As an alternative, there is a 'Deal change history over time' report in the sales analytics (Menu > Reports > Analytics > Sales Analytics).

 

This report lets you view changes on your open deal amounts, stages, forecast, and close dates. Compare the changes that happened on these deals across two periods of time.

 

If this report does not give you what you want, then you'd have to navigate to Menu > Reports > Reports > Create custom report > Single object > Deals.

 

You would then under Filters like shown below:

 

karstenkoehler_2-1670408049702.png

 

 

The Visualization tab would look like this:

 

karstenkoehler_1-1670407992462.png

 

You now get all deals in this report which moved into the stage chosen for the date property filter in this report.

 

To get a comparison for the previous week, choose this option in the top right corner:

 

karstenkoehler_3-1670408072910.png

 

 

Hope this helps! Let me know if you have any follow-up questions!

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.