HubSpot Ideas

Shaunyim

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. 

7 Comentarios
rutger12345
Participante | Partner nivel Platinum

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.

SFyrand
Participante

We do need this on our end. 

03687
Miembro

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.

RemiFromTheSong
Miembro

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.

KRi23
Participante

+1 for adding closed won stages 

KRi23
Participante

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.

SealaB
HubSpot Employee

+1 for customer