In this video, we walk you through how to create a deal stage evaluation report from your Stack account, in your HubSpot account.
Explainer video by Stack Co-Founder Alex:
Step 1:
Log in to HubSpot and click on the Reports dropdown menu, select dashboard and then click create report.
Step 2:
Select “build new report”
Step 3:
Select “Single object” report and then choose deals. Hit “Next”.
Step 4:
a) Select “filter” at the top right-hand side of your screen.
b) ensure that your dates are set to the dates that you would like to analyze your results on.
c) if you would like to see results on a specific pipeline only, select that pipeline here too in the filter.
Step 5:
This is where your personalization can come into play depending on what type of report you would like to generate. This is the simplest – telling you how many deals you have as out of compliance.
a) select “Data step”
b) select “Add Deal Property”
c) choose the Stack properties that you would like to report on (probably “Stack Deal Stage Evaluation” and “Stack Days Overdue for Current Stage”)
Step 6:
For the simplest of reports – a summary of how many deals are in or out of compliance by stage:
a) select the chart option in “chart type”
b) drag and drop the properties into the displaying and measured by categories as pictured
c) hit “save”
Step 7:
Add this report to an existing or new dashboard
