Filter sales pipeline to see the status of deals historically

[HRich]

Hello,

I was wondering if there is a way to add a filter to my sales pipeline view which can show me my deals in past stages.

For example, to add a date filter which would show me the state of the Pipeline on the 1st of January this year, and then what the state of the same pipeline looked like on the 1st of Febuary this year.

From my own investigation, I can't see an date filter which meets my goal. Although I can see in my deals proprety history that their change in deal stages is being recorded, and on what day it was changed. Is there a way to relect this on the Sale pipeline view, or if not, on a report?

Please let me know if I can explain my issue better

Best wishes,

[karstenkoehler · Accepted solution]

Hi @HRich,

This is possible with the sales analytics under Menu > Reports > Analytics tools > Sales analytics > Historical snapshots.

https://knowledge.hubspot.com/reports/create-sales-reports-with-the-sales-reports-analytics-tool

Best regards!