Reporting & Analytics

KirillZh
Member

Group by (or breakdown) by Month of creation

SOLVE

Hello,
I'd like to create the following report:

Screenshot 2025-06-16 at 17.54.48.png

It should be a PieChart showing all won deals in last 30 days, the breakdown (or grouping) dimension should be the Month of creation. Unfortunately, I can't find the Month of creation as a breakdown property. Do you know it is possible, if yes - how to do it?

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Group by (or breakdown) by Month of creation

SOLVE

Hi @KirillZh,

 

As far as I know, this requires an additional calculation property. Using the month() function, you would first translate the date into the month: https://knowledge.hubspot.com/properties/create-calculation-properties#functions

 

Once you have that property, you can use it as a breakdown on your pie chart.

 

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.

View solution in original post

0 Upvotes
1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Group by (or breakdown) by Month of creation

SOLVE

Hi @KirillZh,

 

As far as I know, this requires an additional calculation property. Using the month() function, you would first translate the date into the month: https://knowledge.hubspot.com/properties/create-calculation-properties#functions

 

Once you have that property, you can use it as a breakdown on your pie chart.

 

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.

0 Upvotes