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Reporting based on History of a property

Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report. 

 

A report that will give me the number of deals that were changed to "Deal Stage #5" on that day or in a specific date range. Also, want to filter it based on another property similar to HubSpot Owner that shows the number of deals each person moved to "Deal Stage #5" in a specific date range.

Also could possibly base it off of the date a property is filled out rather than the date the deal stage is changed.

 

Have been working with HubSpot Support team but would love some help if anyone has ideas of how to do this based on the history of a property or has another possible workaround. 

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21 Comentários
sevens
New Member

The basic 30-60-90 day progressions of a sales prospect is missing in HubSpot.  I want to be able to see a prospect on a 90-day forescast, then moved a month later to 60, then 30, etc., until closed one way or the other.  This is Sales 101!  HubSpot needs this!

 

Thanks-

Sherry Evens