Quarterly company and deal pipeline activity reporting
SOLVE
1 Accepted solution
Quarterly company and deal pipeline activity reporting
SOLVEHi @justip,
Happy to help here.
@justip wrote:
- How many companies this quarter have moved in the sales pipeline to any stage further down the funnel, compared to the stage they were at at the beginning of the quarter
This is not possible out of the box, at least if you're referring to the company object. You would have to create a date property for each status that you'd like to track. Using a workflow, you would set a date stamp whenever a changes to the corresponding status. You can then create custom reports based on the count of companies on a date by referencing this date property.
This will result in one report by status. It's not possible to create funnel reports (like for contacts and deals) for companies.
@justip wrote:
Also, I don't want to show deals that have gone through stage 1 AND stage 2 AND stage 3, rather I want to be able to show deals that have gone through stage 1 OR stage 2 OR stage 3 etc.
I tried to use the date properties in reports, using the 'Date entered X stage' but it only gives me the option to use the 'AND' operator, not the 'OR'.
This can be achieved easily by changing All to Any in the report settings of a funnel report:
This is also explained here: https://knowledge.hubspot.com/reports/create-custom-funnel-reports
In general, these types of reports, once you stray from the default, aren't a strong suit of HubSpot. Wherever you need to track changes from one status to another, you're limited to what I described above. Either the default reports and report templates or one custom date property per status, stamped by a workflow.
(Date stamps will not automatically populate historically. You can export the history of the property you'd like to keep track of and re-import the information but it requires spending some time in Excel files.)
Let me know if you have any follow-up questions!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Quarterly company and deal pipeline activity reporting
SOLVEHi @justip,
Happy to help here.
@justip wrote:
- How many companies this quarter have moved in the sales pipeline to any stage further down the funnel, compared to the stage they were at at the beginning of the quarter
This is not possible out of the box, at least if you're referring to the company object. You would have to create a date property for each status that you'd like to track. Using a workflow, you would set a date stamp whenever a changes to the corresponding status. You can then create custom reports based on the count of companies on a date by referencing this date property.
This will result in one report by status. It's not possible to create funnel reports (like for contacts and deals) for companies.
@justip wrote:
Also, I don't want to show deals that have gone through stage 1 AND stage 2 AND stage 3, rather I want to be able to show deals that have gone through stage 1 OR stage 2 OR stage 3 etc.
I tried to use the date properties in reports, using the 'Date entered X stage' but it only gives me the option to use the 'AND' operator, not the 'OR'.
This can be achieved easily by changing All to Any in the report settings of a funnel report:
This is also explained here: https://knowledge.hubspot.com/reports/create-custom-funnel-reports
In general, these types of reports, once you stray from the default, aren't a strong suit of HubSpot. Wherever you need to track changes from one status to another, you're limited to what I described above. Either the default reports and report templates or one custom date property per status, stamped by a workflow.
(Date stamps will not automatically populate historically. You can export the history of the property you'd like to keep track of and re-import the information but it requires spending some time in Excel files.)
Let me know if you have any follow-up questions!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
