Dashboards & Reporting

Ktamir
Contributor | Platinum Partner
Contributor | Platinum Partner

Deals snapshot

SOLVE

Hi,
My customer wants a report that shows him the amount of deals at each stage per month.

Rows are the deal stages, and the columns are the number of deals, per month.

Any idea how this can be done?



<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">










Karin Tamir










Karin Tamir

HubSpot Expert
Glare Marketing Technologies | HubSpot Platinum Partner



Schedule a Call with me










Thumbs Up

Did my post help answer your query? Help the community by marking it as a solution.







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

Deals snapshot

SOLVE

Hi @Ktamir,

 

As far as I know this is only possible natively via the historical snapshots report in the sales analytics: https://knowledge.hubspot.com/reports/create-sales-reports-with-the-sales-reports-analytics-tool

 

It doesn't display the number directly but via mouse-over, a bar will show the count.

 

There isn't any way to change the visualisation of this report or create it from scratch. At this point, it's either this (mouse-over) or nothing.

 

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.

View solution in original post

0 Upvotes
1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deals snapshot

SOLVE

Hi @Ktamir,

 

As far as I know this is only possible natively via the historical snapshots report in the sales analytics: https://knowledge.hubspot.com/reports/create-sales-reports-with-the-sales-reports-analytics-tool

 

It doesn't display the number directly but via mouse-over, a bar will show the count.

 

There isn't any way to change the visualisation of this report or create it from scratch. At this point, it's either this (mouse-over) or nothing.

 

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