Tips, Tricks & Best Practices

JBunde-Lopez
Member

Activity by Deal Stage

SOLVE

Hi all, 

coming straight to my question with an example: 
Let's say you have pipeline X, and you'd like to know the activities per Deal Stage that have happened. How do I set up the report for that? 
Can somebody help me? 

I kinda did it, but I don't know whether the data I got reported makes sense

Here are my filters and Values



 

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

Activity by Deal Stage

SOLVE

Hi @JBunde-Lopez,

 

As far as I know, this is currently not possible. This would require the report to cross-reference the activity date with the time spent in a deal stage. I'm not aware of any report settings or workarounds which could achieve this natively, unfortunately.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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View solution in original post

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

Activity by Deal Stage

SOLVE

Hi @JBunde-Lopez,

 

As far as I know, this is currently not possible. This would require the report to cross-reference the activity date with the time spent in a deal stage. I'm not aware of any report settings or workarounds which could achieve this natively, unfortunately.

 

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.