Including Closed won / lost stages within Historic Deal Snapshot Reports
Currently from the Historic Deal Snapshot Reports, the closed won / lost stages are currently omitted without the possibility of us adding it in. We would want to include those stages into the report.
Weitere Ideen mit folgender Beschriftung anzeigen:
I would love to see this to. We are using hubspot for housing rentals so a "won" deal is "lost" when the lease ends. A new deal is generated for the "lost" appartmentunit and the funnel starts again.
We need this as well. I realize it's not part of a traditional pipeline, but not having the ability to add this as a hybrid option to a traditional report keeps us from reporting our full picture over time.
You can fix it by changing the status of close and win to a percentage when you do the historical deal snapshot and then put them back into the way they were.
I agree, sometimes you want to look at the aggregate of all stages. The prefiltering should be disabled, users can just filter by themselves for the stages they want to include.
Sie müssen ein registrierter Benutzer sein, um hier einen Kommentar hinzuzufügen. Wenn Sie sich bereits registriert haben, melden Sie sich bitte an. Wenn Sie sich noch nicht registriert haben, führen Sie bitte eine Registrierung durch und melden Sie sich an.