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. 

6 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.