Reporting & Analytics

AYoung12
Participant

Comparison reports

SOLVE

I can't seem to find a way to build a report showing ALL deals in my pipeline, comparing them to the stage deal tag. Out of X amount of deals, how many are stale?

 

Also, why is there no option to show the average time spent in a pipeline? For example, I want to show the time to close percentage in my pipelines.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Comparison reports

SOLVE

@AYoung12 if you're using more than just the stale tag and unless you're both assigning tags for active and stale, you won't be able to build a report that show's a percentage.

 

To get a percentage, you would have to remove all other deal tags from the report and filter them out. Since a deal can however have multiple tags, you might also filter out deals with a stale tag. The deal tags data point in reports is simply not made for a percentage. You'll have to go the route that I proposed in my previous reply and create a deal-based workflow (or a calculation property) that constantly checks if a deal is stale or not. If you share what your staleness criteria are exactly, I can propose a custom equation property than accomplishes this: https://knowledge.hubspot.com/properties/create-calculation-properties

 

For the average time to close, you can simply use the deal property "Days to close" and create a report with a KPI chart type that lets you calculate the average for that property.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Comparison reports

SOLVE

Hi @AYoung12,

 

Reporting options for tags are limited. Generally, tags are the result of information stored in properties, so it's better to build a report off the source directly.

 

If you want a report that gives you a percentage of active and stale deals, you would first have to create a custom deal property with dropdown options active and stale, then use a deal-based workflow to set this value. Only then will you have a property with two options populated that HubSpot can calculate a percentage from. It's not possible to skip this step and do this in the custom report builder directly, as active / stale is likely based on a last activity date in your portal. And a last activity date does not provide a percentage directly, only by first translating it into values such as active/stale.

 

Regarding your second question, can you explain in a bit more detail how a time in deal stage would be displayed in percent?

 

You can find time in stage reports in the sales report collections: https://knowledge.hubspot.com/reports/create-sales-reports-with-the-sales-reports-analytics-tool

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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AYoung12
Participant

Comparison reports

SOLVE

I can create reports based on tag status though, so wouldn't I be able to show number of deals in stages X Y Z and then number of deals tagged as stale in X Y Z? 

 

For the second, I want to show the average time to close. Deal created to deal won time.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Comparison reports

SOLVE

@AYoung12 if you're using more than just the stale tag and unless you're both assigning tags for active and stale, you won't be able to build a report that show's a percentage.

 

To get a percentage, you would have to remove all other deal tags from the report and filter them out. Since a deal can however have multiple tags, you might also filter out deals with a stale tag. The deal tags data point in reports is simply not made for a percentage. You'll have to go the route that I proposed in my previous reply and create a deal-based workflow (or a calculation property) that constantly checks if a deal is stale or not. If you share what your staleness criteria are exactly, I can propose a custom equation property than accomplishes this: https://knowledge.hubspot.com/properties/create-calculation-properties

 

For the average time to close, you can simply use the deal property "Days to close" and create a report with a KPI chart type that lets you calculate the average for that property.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes