Dashboards & Reporting

jeffhaessler
Participant

Deals missing from Deals Won and Lost report

SOLVE

The Deals Won and Lost report in the dashboard is not picking up some of my closed-won deals.   See screenshots below - there is a closed-won deal with a date of May 15, 2018, but the dashboard report shows 0 deals:

 

They are from the same pipeline. 

 

Screen Shot 2018-05-17 at 2.47.13 PM.pngScreen Shot 2018-05-17 at 2.52.24 PM.png

 

 

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1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Deals missing from Deals Won and Lost report

SOLVE

Hi @jeffhaessler

 

Is it possible that your dashboard report is looking at deals by create date rather than close date? 

Phil Vallender | HubSpot Website Agency

View solution in original post

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5 Replies 5
PWendel
Member

Deals missing from Deals Won and Lost report

SOLVE

I have this same issue.  My report is pulling from Closed date, but still not all of them are showing up.  Any other ideas??

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kvlschaefer
Community Manager
Community Manager

Deals missing from Deals Won and Lost report

SOLVE

Hi @PWendel,

 

Thank you for reaching out!

 

This thread is 5 years old and may not have full visibility among our Community Members.

To ensure that your question is seen by our community members, I would encourage you to create a new post on the Community.

 

Please make sure to include a full description of the issue you are running into with report and any pertinent screenshots in the new post for the Community to better assist with the next steps.

 

Thank you,

Kristen

Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Deals missing from Deals Won and Lost report

SOLVE

Hi @jeffhaessler

 

Is it possible that your dashboard report is looking at deals by create date rather than close date? 

Phil Vallender | HubSpot Website Agency
0 Upvotes
jeffhaessler
Participant

Deals missing from Deals Won and Lost report

SOLVE

Thanks Phil, I see that it is indeed set up by create date by default.  However I don't have the option to change this:

 

Screen Shot 2018-05-17 at 4.46.48 PM.png

0 Upvotes
Phil_Vallender
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Deals missing from Deals Won and Lost report

SOLVE

Hi @jeffhaessler

 

Hmm, is that a default report? Unless you have Sales Professional or the Reporting Add-on, I dont think you can customise those. 

Phil Vallender | HubSpot Website Agency
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