Dashboards & Reporting

SDay29
Member

Deal stage week over week reporting?

SOLVE

Hi! I'm wondering if it's possible to create a comparison bar chart that shows the week over week change of the number of deals within each stage of a pipeline. It would look like the attached example. Is there a way to do this within HubSpot's custom reports? From what I've read on here, I don't believe this is possible but not 100% sure.. I know there is the historical snapshot view in Sales Analytics, but that still isn't giving me exactly what I'm looking for. 

 

Thanks!

 

Screen Shot 2023-11-13 at 12.04.12 PM.png

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

Deal stage week over week reporting?

SOLVE

Hi @SDay29,

 

The historical snapshots report under sales analytics is the closest you can get to what you're looking for. It's not possible to create this report from scratch, unfortunately. Custom reports look at the current value / state of records, not their previous states / values.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
jonojeff
Member

Deal stage week over week reporting?

SOLVE

@SDay29 since you're looking into this sort of analysis, you might be interested in running a cohort analysis, too! We've built a free tool to help - would love your thoughts!

Sales Studio

0 Upvotes
SDay29
Member

Deal stage week over week reporting?

SOLVE

Got it, I figured this was the case. Thanks for confirming!

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

Deal stage week over week reporting?

SOLVE

Hi @SDay29,

 

The historical snapshots report under sales analytics is the closest you can get to what you're looking for. It's not possible to create this report from scratch, unfortunately. Custom reports look at the current value / state of records, not their previous states / values.

 

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.