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件のコメント
JCardenas4
参加者

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