Dashboards & Reporting

LDeniz
Member

Historic snapshot report - unweighted pipeline

SOLVE

I have run a historic snapshot by going to reports > sales > forecast & pipelines > historical snapshots. 

 

Can someone please explain to me what this report shows?

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

Historic snapshot report - unweighted pipeline

SOLVE

@LDeniz no, as the description states, these are always omitted.

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
3 Replies 3
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Historic snapshot report - unweighted pipeline

SOLVE

Hi @LDeniz,

 

Happy to help, here's the description:

 

Description

View the number of deals in your pipelines at different times. See how this tracked by pipeline stages, manual forecast categories, or deal size.


How to use this chart

All deals that were open during the selected date range are included in this report, regardless of their current closed or open state. Closed won or lost deal stages are always omitted. Adjust the filters or add custom filters to restrict which deals are included in the report based on the deals' current state.

 

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
LDeniz
Member

Historic snapshot report - unweighted pipeline

SOLVE
Can I include closed won deals?
0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Historic snapshot report - unweighted pipeline

SOLVE

@LDeniz no, as the description states, these are always omitted.

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