Custom Report/Dashboard for Each Stage

ridazaidi01
Participant

Hi, 

I am working on custom reports and want to create one for a particular stage. It will be months against ARR for "Closed Won" Stage. 

How can I do this? I tried a custom report but couldn't create for particular months. Then, it is for all stages together. 


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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @ridazaidi01,

 

I'm not sure I fully understand but it sounds like you may want to place this property on the x-axis: Date entered [stage ID]: the date and time the deal entered the stage.

 

That way you can visualise when a deal entered this stage, by count or (weighted) amount for example.

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @ridazaidi01,

 

I'm not sure I fully understand but it sounds like you may want to place this property on the x-axis: Date entered [stage ID]: the date and time the deal entered the stage.

 

That way you can visualise when a deal entered this stage, by count or (weighted) amount for example.

 

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.

0 Upvotes