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Creating a deals closed report for year vs all time

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New Contributor

Hello,

 

I'm trying to create a report for deals closed: this year so far vs. all time. Does anyone know if there is a way to do that?

 

Thanks in advance!

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Community Manager

Hey @rachaelmdrake 

 

Could you please confirm which subscription you have? (Free, Starter, Pro, etc) With this information, it would be helpful to give you the best option.

 

 I will tag two of our contributors who have experience with Sales Hub and they might have an idea about this.

 

Hey @Josh  and @MikeLawson  do you have any tips or ideas to share with Rachael? 

 

Thank you

Sharon

 

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Regular Contributor

@rachaelmdrake @sharonlicari 

 

If I am understanding it correctly I don't think there is a way within one report to look at different time ranges. Could you build a dashboard and have them side by side or do you need them in the same report? I would be interested in hearing what this report is used for, might be able to come up with a workaround solution.

 

 

Regular Advisor | Gold Partner | HubSpot Certified Trainer

Hi @rachaelmdrake,

 

I'd have to agree with @MikeLawson. I would probably go with a side-by-side report given the limitations of comparison reports. 

 

Thanks for the ping @sharonlicari

 

Josh




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Josh Curcio

We help tier 1 & 2 manufacturers generate leads!
HubSpot Gold Partner & HubSpot Certified Trainer

New Contributor

Hi Mike,

 

We're creating a dashboard specifially for deals closed and we wanted a report that showed deals closed for the year vs all time. I could show the reports side by side but i wanted to make sure there wasn't a way to have them showing on the same report before I went with that option

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Regular Contributor

@rachaelmdrake 

 

Makes sense! Yea unfortunately I haven't found a way to do it within Hubspot yet. 

 

How strong is the need to have it all in one report?

 

Reason I ask is that I work for a company that sells software that integrates with Hubspot and can do this type of reporting. If its a huge need at your company feel free to check us out. Rekener

 

Best,

Mike

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New Contributor

I think we can live with them being on two separate reports but I will definitely check out your company because i'm sure we will have a need for more in-depth reporting. 

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