Dashboards & Reporting

NGutgsell
Participant

Historical weighted snapshots per deal probability

SOLVE

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 

 

0 Upvotes
1 Accepted solution
chrisworqflow
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Historical weighted snapshots per deal probability

SOLVE

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. 

Screen Shot 2022-12-06 at 1.55.53 PM.png

Christopher Barnett

Founder / CEO

Revenue Operations | WORQFLOW

mobilePhone
(832) 257-4192
emailAddress
christopher@worqflowmarketing.com
website
worqflowmarketing.com
address
17350 State Hwy 249, Ste 220 #6307, Houston, TX, 77064

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2 Replies 2
kvonloesecke
Community Manager
Community Manager

Historical weighted snapshots per deal probability

SOLVE

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


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chrisworqflow
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Historical weighted snapshots per deal probability

SOLVE

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. 

Screen Shot 2022-12-06 at 1.55.53 PM.png

Christopher Barnett

Founder / CEO

Revenue Operations | WORQFLOW

mobilePhone
(832) 257-4192
emailAddress
christopher@worqflowmarketing.com
website
worqflowmarketing.com
address
17350 State Hwy 249, Ste 220 #6307, Houston, TX, 77064