Sales Hub Tools

LPerry
Membre

Modify "Historical snapshots by pipeline stage" analytical report for my needs

Résolue
Can I modify an analytical report created by Hubspot for my needs?
(for example: change Y-axis to # of deals, add more deal stages, display by Expected Q etc..)
 
Also, can I create a report by myself using historical data? 
How can I define such a report that compares current snapshots to historical ones?
 
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karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Modify "Historical snapshots by pipeline stage" analytical report for my needs

Résolue

Hi @LPerry,

 

You're probably referring to the historical snapshots reports in the sales analytics under Menu > Reports > Analytics tools > Sales analytics? These reports can only be further filtered but it's not possible to change the data or visualization. In that sense, these reports are quite limited.

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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1 Réponse
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Modify "Historical snapshots by pipeline stage" analytical report for my needs

Résolue

Hi @LPerry,

 

You're probably referring to the historical snapshots reports in the sales analytics under Menu > Reports > Analytics tools > Sales analytics? These reports can only be further filtered but it's not possible to change the data or visualization. In that sense, these reports are quite limited.

 

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.