I need to create custom reports based on historical snapshots as specific points in time. The current Analytics tool > Sales Analytics has some custom reports under forecasts and pipelines (Ex: Historical snapshots, Deal Funnel) that provide historical data based on a specific point in time.
The historical snapshots report displays the deal currency amount, deal count, and stage for all deals at a certain point in time. However it only includes some default stages. In my case I need all the stages added by default by HS but I also need to add closed won deals. This is important to understand and compare what the amount and count of deals closed each month.
In the case of the Deal funnel report, I'm able to see the count of deals at each stage but not the deal amount or the sum of all deal amounts in each stage.
Another report that's not available but that I need to get and that is based on historical snapshots is related to customer churn. I would like to know the count and amount ($) of churned customers at a certain point in time.
Having the ability to build custom reports based on historical snapshots solves many problems and provides real valuable data. Please consider adding this option.
I second this request. I wanted to look at our historical deal pipeline one year ago as measured by another property other than Amount in Company Currency. Our company used to measure the deal amount by Revenue, but now we measure it by Gross Margin. We need to be able to change the historical deal pipeline report to show the value in terms of our customized Margin property, not Deal Amount.
Upvoted, we need this to be able to report on overdue and completed tasks at specific points in time. HubSpot please add this it would be such a useful tool
"it appears that the snapshot date field is currently not available for custom object reports—this feature is limited to the default report at this point in time."
We agree also. Its very frustrating that as deals close they come off the report. Also while we can segment the report by pipeline it would be ideal to be able to filter on product line item level also to get a better picture of the movement by product
@JCarroll7 how did you do this via custom filters? It still seems like there is a lack of access to some of the age fields and options that would make that even possible? Interested to know if you found a way.
