Dashboards & Reporting

MorganW
Contributor

Identifying deals that have moved from inactive to active within a set time period?

SOLVE

Fairly new user here at report creation!  Could someone give me a clue how I would create a report that shows the deals that have moved from inactive to active status in the last two weeks?  

 

Thanks

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Identifying deals that have moved from inactive to active within a set time period?

SOLVE

Hi @MorganW,

 

Got it, I have an idea. This would require two custom properties:

 

Inactive (for 45 days) since date, a date property

Revived deal, a single checkbox type property

 

In a deal-based workflow, you would enroll deals when Last activity is more than 45 days ago:

 

karstenkoehler_4-1619202802922.png

 

A second workflow would compare the Last activity date and the Inactive (for 45 days) since date. If the deal has been active since, it would be marked as revived.

 

karstenkoehler_5-1619202879660.png

 

You can now filter your deals by "Revived deal is any of Yes".

 

What do you think?

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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JBlake1
Participant

Identifying deals that have moved from inactive to active within a set time period?

SOLVE

Hi

 

The solution here looks like just what I am after however, I dont know how to create custom properties.

I would be looking to create the following:

Inactive (for 45 days) since date, a date property

Revived deal, a single checkbox type property

 

Can you advise please? 

Many thanks

 

Jenna

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Identifying deals that have moved from inactive to active within a set time period?

SOLVE

Nice one, @MorganW!

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
MorganW
Contributor

Identifying deals that have moved from inactive to active within a set time period?

SOLVE

@karstenkoehler I've created the report and tested - it works great.


I've enhanced the workflow by creating another date property (Revived Date)  which is set when Revived deal is set to yes.  I created a new workflow which removes the Revised deal flag after 31 days:

 

MorganW_0-1619459800210.png

 

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Identifying deals that have moved from inactive to active within a set time period?

SOLVE

Hi @MorganW,

 

Got it, I have an idea. This would require two custom properties:

 

Inactive (for 45 days) since date, a date property

Revived deal, a single checkbox type property

 

In a deal-based workflow, you would enroll deals when Last activity is more than 45 days ago:

 

karstenkoehler_4-1619202802922.png

 

A second workflow would compare the Last activity date and the Inactive (for 45 days) since date. If the deal has been active since, it would be marked as revived.

 

karstenkoehler_5-1619202879660.png

 

You can now filter your deals by "Revived deal is any of Yes".

 

What do you think?

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.

JBlake1
Participant

Identifying deals that have moved from inactive to active within a set time period?

SOLVE

HI 

 

The solution here looks like just what I am after however I dont know how to create custom porperties.

I would be looking to create the following:

Inactive (for 45 days) since date, a date property

Revived deal, a single checkbox type property

 

Many thanks

 

Jenna

0 Upvotes
MorganW
Contributor

Identifying deals that have moved from inactive to active within a set time period?

SOLVE

Thanks so much Karsten, I'll give that a go and let you know how I get on.

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Identifying deals that have moved from inactive to active within a set time period?

SOLVE

Hi @MorganW,

 

How do you define whether a deal is active or inactive?

 

Looking at the default properties (such as Last activity date, Last contacted or Last modified date), you could create a report of deals that had one of these dates within the last 14 days. Now whether they've been inactive before is hard to assess – you'd need the latest and previous value for these date properties, HubSpot however only stores the latest.

 

Calculating the time between the last activity and today will unfortunately also fail – once the deal is active again, this time difference will jump back to 0.

 

If you could provide more context around your definition of activity/inactivity, that would help. From a first glance however it would require manual maintenance of at least on property.

 

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.

MorganW
Contributor

Identifying deals that have moved from inactive to active within a set time period?

SOLVE

Hi @karstenkoehler , thank you very much for your response.  For definition of inactive I'd like to capture the flag that marks a deal as inactive or not, as per this screenshot:

 

MorganW_0-1619193485769.png

If it's not possible to detect (for reporting purposes) when this flag has moved from inactive to active for a given deal then I'll need to consider a workaround.  

 

We are looking to create a management report which shows dormant deals that have come back to life through some level of activity.

 

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