Sales Integrations

Anonymous
Not applicable

Field Property Values in a report

SOLVE

Hubspot stores the Property Values for almost all the fields. For example Stage field in Deals, if we click on Details for Stage, we can see the various values the Stage field went through. However, we cannot get these values into a report.

 

The business case in this instance is for us to view the various stages the Deal went through before reaching say Closed Lost. This way the business can understand after which stage the Deals are being lost.

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

Field Property Values in a report

SOLVE

Hi @Anonymous,

 

You're right, typically reports cannot pull historic values. Luckily, deal stages are an exception: This can be visualised with deal funnel reports. https://knowledge.hubspot.com/reports/create-new-custom-funnel-reports

 

These reports will show the drop off after each deal stage.

 

Have a look and 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.

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

Field Property Values in a report

SOLVE

Hi @Anonymous,

 

You're right, typically reports cannot pull historic values. Luckily, deal stages are an exception: This can be visualised with deal funnel reports. https://knowledge.hubspot.com/reports/create-new-custom-funnel-reports

 

These reports will show the drop off after each deal stage.

 

Have a look and 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