Dashboards & Reporting

DStoenescu
Membro

Month-over-month pipeline growth

resolver

Hi, 

 

I would like to build a report for my sales pipeline. I am interested in having a graph that shows me month-over-month growth (%) in deals that entered a specific stage. I was able to create a graph showing me the cumulative numbers of the deals that entered in specific stage, but is it possible to show me also the growth increase in %?

 

Thank you in advance!

 

Best, 

Davia

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Month-over-month pipeline growth

resolver

Hi @DStoenescu,

 

Some chart types don't allow comparisons for the previous date range, some do. You would find this option in the top right corner of the single object report builder:

 

karstenkoehler_0-1677601329866.png

 

If you're able to access this option, could you please share the exact settings (Filters, visualized properties) via screenshot?

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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5 Respostas 5
DStoenescu
Membro

Month-over-month pipeline growth

resolver

Hi @karstenkoehler ,

Thank you for your response,

I am interested to see the cumulative deals that entered the warm lead stage last quarter and the increase mont-over month. 

 Screenshot 2023-02-28 at 17.37.40.pngScreenshot 2023-02-28 at 17.36.46.pngScreenshot 2023-02-28 at 17.36.33.png

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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Month-over-month pipeline growth

resolver

Hi @DStoenescu,

 

The comparison options require the displayed date to match the filtered date. Once you make that change, the comparison drop down should become available.

 

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.

karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Month-over-month pipeline growth

resolver

Hi @DStoenescu,

 

Some chart types don't allow comparisons for the previous date range, some do. You would find this option in the top right corner of the single object report builder:

 

karstenkoehler_0-1677601329866.png

 

If you're able to access this option, could you please share the exact settings (Filters, visualized properties) via screenshot?

 

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.

DStoenescu
Membro

Month-over-month pipeline growth

resolver

Thank you @karstenkoehler , 

 

I was able to compare it to previous quarter or period, but it would be useful if there would also be an option to compare it to previous month over a period of one year. I did not find the option of showing me the month over month increase in %.

 

Best, 

@DStoenescu 

Chris_Hamoen
Membro

Month-over-month pipeline growth

resolver

Is it important to know what changed specifically, or just the % change?