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Snapshot Reports - Create reports which show a properties value for a contact / deal in the past

Hi,

I would like to report the total value in a pipeline on a specific date with the dealstage and value of any deal at that moment. Like a snapshot of all deals at that moment in the pipeline.

 

We now pull up the deals up until the date in a custom report and than manually retrieve the deal stage and Amount out of the property history for every deal in the report.

 

It would be more conveniant and a timesaver if that's a standard functionality for pipelines or as a standard report. Real valuable for our customers anyway.

HubSpot updates
1件のコメント
HenrikMP
一般投稿者

I would like to second this, it would be exceptionally useful for our company, and the lack of this feature is quite an obstacle in our use of HubSpots reporting tools.