Dashboards & Reporting

TVaz
Participante

Pipeline Deal count by week and deal stage

resolver

Hi everyone,

 

I am trying to create a custom report to show the deal count by stage and compare the current week with the past week. The view I want to achieve looks like this:

 

TVaz_0-1721228525848.png

However, I'm not getting the correct graph. I tried placing both the deal stage and the created date on the X-axis, but it didn't work. I also tried using the "Compare by" feature, but it isn't giving me anything close to the view I shared above.

 

Any suggestions or guidance would be greatly appreciated!

 

0 Me gusta
1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Pipeline Deal count by week and deal stage

resolver

Hi @TVaz,

 

If you want to visualize the amount of deals that were in that stage this week and last week, this cannot be done in a custom report. One HubSpot report could either tell you how many deals entered one stage last week and how many are in it now – but not for multiple stages.

 

However, there is a report in the sales collections which does something very similar, 'Historical snapshot': https://knowledge.hubspot.com/reports/create-sales-reports-with-the-sales-reports-analytics-tool

 

Set the filters like this:

 

karstenkoehler_0-1721235264572.png

 

The graph will show the deal amount, when you scroll down, you'll have a table with the count of deals.

 

This is as close as you can get to your requirements in HubSpot. The exact report you're looking for is not possible, unfortunately.

 

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.

Ver la solución en mensaje original publicado

0 Me gusta
2 Respuestas 2
RNeale
Miembro

Pipeline Deal count by week and deal stage

resolver

i cannot believe that Hubspot only provide an extremely granular level of reporting (entered or left X deal stage) but not an overall snapshot of this month vs last month by deal stage. Surely every sales team on the planet wants to know this basic summary before digging deeper ? There must be a way of either doing this natively or exporting raw data so we can plug these feature gaps by building our own BI reports outside of Hubspot ?

karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Pipeline Deal count by week and deal stage

resolver

Hi @TVaz,

 

If you want to visualize the amount of deals that were in that stage this week and last week, this cannot be done in a custom report. One HubSpot report could either tell you how many deals entered one stage last week and how many are in it now – but not for multiple stages.

 

However, there is a report in the sales collections which does something very similar, 'Historical snapshot': https://knowledge.hubspot.com/reports/create-sales-reports-with-the-sales-reports-analytics-tool

 

Set the filters like this:

 

karstenkoehler_0-1721235264572.png

 

The graph will show the deal amount, when you scroll down, you'll have a table with the count of deals.

 

This is as close as you can get to your requirements in HubSpot. The exact report you're looking for is not possible, unfortunately.

 

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.

0 Me gusta