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Dec 1, 2021 4:26 AM
Hi,
I need to create a report that showes (by week) how many deals I have in one specific deal stage. How do I do that?
I have a dealstage called : Offer
I need to know how many deals I have in the stage "offer" every week.
week 1: 3
week 2: 3
week 3: 5
is this possible?
Solved! Go to Solution.
Dec 1, 2021 6:12 AM
Hi @GPedrazzi,
There is a report for this in the Sales Analytics called "Historical snapshots by pipeline stage". It requires a Sales Hub Professional or Enterprise license: Menu > Reports > Analytics Tools > Sales Analytics > Forecasts & Pipelines > Historical snapshots
Without the Professional or Enterprise license, this report can currently not be created, as far as I know. (Don't shoot the messenger.)
Best regards!
Karsten Köhler |
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Dec 1, 2021 4:54 AM
I actually just want a snapshot each week. I dont care when the deal was created just if it is still in Offer stage that week - then I want to count it.
Dec 1, 2021 5:00 AM
Hi @GPedrazzi,
So this would be a table view then, of all contacts that were in a certain stage in specific calendar week?
Calendar week 1 | Calendar week 2 | Calendar week 3 | Calendar week 4 | |
Deal stage 1 | 2 deals | 1 deals | 3 deals | 1 deals |
Deal stage 2 | 1 deals | 3 deals | 1 deals | 1 deals |
Deal stage 3 | 1 deals | 3 deals | 1 deals | 1 deals |
Best regards
Karsten Köhler |
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Dec 1, 2021 5:23 AM
Correct - how do I do this ?
Dec 1, 2021 6:12 AM
Hi @GPedrazzi,
There is a report for this in the Sales Analytics called "Historical snapshots by pipeline stage". It requires a Sales Hub Professional or Enterprise license: Menu > Reports > Analytics Tools > Sales Analytics > Forecasts & Pipelines > Historical snapshots
Without the Professional or Enterprise license, this report can currently not be created, as far as I know. (Don't shoot the messenger.)
Best regards!
Karsten Köhler |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |
Dec 1, 2021 7:55 AM
I have the professional so I found it - lets see if I can change it to what I need Thx
Dec 1, 2021 4:33 AM
Hi @GPedrazzi,
Could you specify which week you are referring to? The week (date) when the deal was created?
Best regards
Karsten Köhler |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |