HubSpot Ideas

GMcDaniel7

Treat "Date Entered Stage - [Deal Stage]" as properties for the purpose of reporting

Since the transition between deal stages is essentially a milestone, I would like to be able to report on the completion of those milestone.

 

What you currently can do:

  • Create a report that looks at a certain date range
  • For example: Count of deals that entered Z stage, within a filtered time frame
  • We use this to determine how many milestones were hit in the current week/month which is great for our internal reporting

What you cannot do:

  • Do this over a rolling period of time, with "Date Entered Stage - [Deal Stage]" on the x-axis of a graph/report
  • I would love to see the Count of Deals that entered Z Stage over a rolling period of time
  • This is what I do to understand wins, I put "Close Date" on the x-axis

Change Requested

  • All for "Date Entered Stage - [Deal Stage]" to work more like a property that has the same functionality in reports
1 Reply
JCardenas4
Participant

This is something we need urgent! 

 

Since we revamped our pipeline, we lost all track of reporting historical conversion rates and I have to to everything in a separete excel sheet, forcing me to share this excel to several people just to give them a vision of conversion rates