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GPedrazzi
Member

Hubspot - how many deals in certain stage at a certain time

SOLVE

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? 

 

 

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

Hubspot - how many deals in certain stage at a certain time

SOLVE

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

 

karstenkoehler_0-1638357038960.png

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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GPedrazzi
Member

Hubspot - how many deals in certain stage at a certain time

SOLVE

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. 

 

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

Hubspot - how many deals in certain stage at a certain time

SOLVE

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

0 Upvotes
GPedrazzi
Member

Hubspot - how many deals in certain stage at a certain time

SOLVE

Correct - how do I do this ?

 

 

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

Hubspot - how many deals in certain stage at a certain time

SOLVE

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

 

karstenkoehler_0-1638357038960.png

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

GPedrazzi
Member

Hubspot - how many deals in certain stage at a certain time

SOLVE

I have the professional so I found it - lets see if I can change it to what I need Thx

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Hubspot - how many deals in certain stage at a certain time

SOLVE

Hi @GPedrazzi,

 

Could you specify which week you are referring to? The week (date) when the deal was created?

 

Best regards

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

0 Upvotes