Dashboards & Reporting

007Dan
Membro

Historical Pipeline Reporting

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Can you report on previous months pipeline? I am looking to show pipeline trends.

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SalesIsScience
Solução
Participante

Historical Pipeline Reporting

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The best way to do this is to duplicate your current report and then adjust the report specific filters to "last month" over the current time period.

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danielruby
Participante

Historical Pipeline Reporting

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We just put out a report that does this at Demand Sage - syncs your HS data to a Google Sheet and then we have a library of pre-baked reports, including Pipeline Over Time (newly launched this week). Totally free to use, and we're a HubSpot Certified App Partner.

BBarnes2511
Participante

Historical Pipeline Reporting

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Really need this simple feature. Filtering out a historical pipeline by create date or close date is not helpful in this case. Would need a property simply to indicate that a certain deal was in a certain pipeline at a certain time.

arcbright
Membro

Historical Pipeline Reporting

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There is a free tool at methoddata.com that has a historical pipeline report based on your Hubspot data.

SalesIsScience
Solução
Participante

Historical Pipeline Reporting

resolver

The best way to do this is to duplicate your current report and then adjust the report specific filters to "last month" over the current time period.

lucile
Participante

Historical Pipeline Reporting

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It doesn't work that way. an historical pipe is not based on your create date or close date filter, it's just storing the historical dat in a database so that you can view the same report with trend data , ie same report / same filters with date defined by the user. 

SalesIsScience
Participante

Historical Pipeline Reporting

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I don’t believe this type of database exists. You could potentially use a workflow and a HubDB table to store all the information every month. The querying would be custom to this as well.
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