Dashboards & Reporting

SDalton7
Mitglied

Count of closed won deals... (at that time)

lösung

Hi! I've got a graph with the (cumulative) Count of Closed Won deals by Country, monthly. It's great for seeing how many are closed won now but when a deal moves to Closed Lost, it takes it out of the graph. 

SDalton7_0-1690906776953.png
I want it to reflect how many deals were actually in closed won at that time, and only reduces the number where they entered closed lost (rather than it just looking like they were never even in closed won) 

Hope this makes sense, and thanks in advance for any tips

1 Akzeptierte Lösung
christopher-RVO
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

Count of closed won deals... (at that time)

lösung

@SDalton7  I would recommend using the Historical Snapshots report under the Sales Analytics tool. 

 

  • Historical snapshots: this report shows the number of deals at certain points in time by category (e.g., deal stage, amount), depending on the tab you select.

 

If this post helped to solve what you were looking for, please mark this as an accepted solution. Happy HubSpotting!


Christopher Barnett - VP of Revenue at Aptitude 8


Lösung in ursprünglichem Beitrag anzeigen

2 Antworten
franksteiner79
Autorität

Count of closed won deals... (at that time)

lösung

Hey @SDalton7 

 

How/why would a closed won deal ever become closed lost? Usually either of those is the final step in a deal's journey. 

 

That aside @christopher-RVO's recommendation would give you that info.

 

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

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christopher-RVO
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

Count of closed won deals... (at that time)

lösung

@SDalton7  I would recommend using the Historical Snapshots report under the Sales Analytics tool. 

 

  • Historical snapshots: this report shows the number of deals at certain points in time by category (e.g., deal stage, amount), depending on the tab you select.

 

If this post helped to solve what you were looking for, please mark this as an accepted solution. Happy HubSpotting!


Christopher Barnett - VP of Revenue at Aptitude 8