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MMetros5
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Member since ‎Dec 9, 2021
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Matthew Metros

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MMetros5 on February 20, 2022
Date Deal Entered Pipeline
Hi All, I need to know the date a deal entered a specific pipeline. Is this something that I can achieve in Hubspot?
Reply Discussion Enterprise
0 upvote
1 Reply
Solved
MMetros5 on February 20, 2022
Unable to Export “Entered Stage Date -“ Fields for backfill
Hi All, I have to backfill dates that deals landed in specific stages. I created 3 new fields on the Deal Object: Date Entered Demo Stage Date Entered Contract Sent Stage Date Entered Commit to Move Forward Stage Right now I am trying read more
Reply Discussion Enterprise
0 upvote
3 Replies
Solved
MMetros5 on February 17, 2022
Reporting on Closed Won vs Closed Lost without filter on Stage
Is there a field that denotes whether a deal is closed won or close lost that is not a deal stage type field? I want to create an automation that runs whenever a deal is closed. Then the condition I check for is if the deal is won or lost. How read more
Reply Discussion Enterprise
0 upvote
3 Replies
MMetros5
Contributor
February 18, 2022
@Anonymous I am using the Probability field. When it is "1", then I know it is closed won. If it is "0", then I know it is closed lost.
Solved
MMetros5 on February 17, 2022
Reporting on Closed Won vs Closed Lost without filter on Stage
Is there a field that denotes whether a deal is closed won or close lost that is not a deal stage type field? I want to create an automation that runs whenever a deal is closed. Then the condition I check for is if the deal is won or lost. How read more
Reply Discussion Enterprise
0 upvote
3 Replies
MMetros5
Contributor
February 18, 2022
@Anonymous I am using the Probability field. When it is "1", then I know it is closed won. If it is "0", then I know it is closed lost.
Solved
MMetros5 on February 07, 2022
Pipeline Entry and Exit for Current Month Report
I am looking for a report that show cases the number of deals added to a stage and the number of deals that existed a stage in a given month. I see the waterfall reports in Hubspot, but this is for Amount, not Count of deals.
Reply Discussion Enterprise
1 upvote
3 Replies
MMetros5
Contributor
February 07, 2022
@webdew I need this data in a dashboard. Right now you cannot surface this in the dashboard to my knowledge... Unless I am fundamentally missing so...read more
Solved
MMetros5 on February 07, 2022
Pipeline Entry and Exit for Current Month Report
I am looking for a report that show cases the number of deals added to a stage and the number of deals that existed a stage in a given month. I see the waterfall reports in Hubspot, but this is for Amount, not Count of deals.
Reply Discussion Enterprise
1 upvote
3 Replies
MMetros5
Contributor
February 07, 2022
@webdew I need this data in a dashboard. Right now you cannot surface this in the dashboard to my knowledge... Unless I am fundamentally missing so...read more
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