Historical weighted snapshots per deal probability

[NGutgsell]

Hi HubSpot Community, 

is there any chance to get weighted Historical snapshots per deal Probability  / deal stage. 

It would be super to compare the growth of the different deal stages. 

Is there any workaround for something like this? 

Best, 

Nils 

[kvonloesecke]

Hi @NGutgsell,

Thank you for reaching out, and for the feedback as well!

That would be a helpful feature indeed 🙂 

I would like to invite our subject matter experts to see if they have any advice.

Hi @Josh, @chrisworqflow, @NicoleSengers - Do you have any tips for @NGutgsell?

Thank you!

P.S. @NGutgsell if you haven't posted this feedback in the Ideas Forum yet, I would encourage you to post it there so our Product Team can read your use case 🙂

Thank you!

Best,

Kristen

[chrisworqflow · Accepted solution]

Thanks for the tag @kvonloesecke  

There is a report titled 'Historical snapshots' under the sales analytics tools in Reports>Analytics Tools>Forecast & Pipelines. 

The report's visualization is not very flexible but you may be able to pull the BI that you're looking for in this report. Alternatively, you could create a single object report on deals, that specifies the filter as: Entered X Stage Date is Last Quarter (or whatever timeframe you prefer) and create the BI in that format. This would require creating a report per deal stage.