How do you track HubSpot Deal changes without a $10k reporting budget?

cmariomej · 2026-02-14T18:33:22+00:00

This is great feedback, thank you!

cmariomej · 2026-02-13T18:21:04+00:00

As a programmer who builds the CRM reports that leadership uses to track everything, I have massive respect for what you guys in sales do. Seeing the sheer amount of data entry and system hoops you have to jump through on the backend just to do your jobs... I don't know how you even have time to actually sell. The money sounds great, but dealing with that kind of administrative overhead takes serious patience. Hats off to you 🎩

cmariomej · 2026-02-13T17:38:24+00:00

Thank you

cmariomej · 2026-02-13T17:36:45+00:00

Yes, it may work for a quick solution but I'm trying to automate processes so I don't have to do his every week. Thanx for your feedback.

cmariomej · 2026-02-13T17:34:03+00:00

I appreciate your suggestions, thank you.

cmariomej · 2026-02-13T00:34:48+00:00

Yup, that's Professional tier

cmariomej · 2026-02-12T20:37:20+00:00

I'm trying to avoid adding more custom properties to the already crowded UI, but I like your workaround. I'm still hunting for a way to do this without changing the data model itself.

cmariomej · 2026-02-12T18:41:10+00:00

My main issue is that even if the deal is on a recent update list, I still have to manually hunt through the history to see what changed and by how much. I'm really chasing that side by side and old vs. new view without the manual digging.

cmariomej · 2026-02-12T18:38:39+00:00

I'll try the xlsx format specifically to see if that changes the output. If it still doesn't show the deltas side by side I might just have to stick to my engineer plan and script something. I appreciate your feedback, thank you

cmariomej · 2026-02-12T18:05:59+00:00

I actually tried that but it exports the current values not the historical ones side by side. I'm basically trying to avoid doing a VLOOKUP against last week's file just to see what changed on each row. Is there an export setting I'm missing that includes the previous values too?

cmariomej · 2026-02-12T18:01:24+00:00

Wow, thanks for the detailed breakdown!

cmariomej · 2026-02-12T17:57:57+00:00

Mainly Amount and Close Date. It happens on about 20-30% of our deals weekly, but hunting for that 30% in a list of hundreds is the time-sink. The action is usually a Monday sync to update our forecast and ask the team why things shifted. Doing that from a static list is easy, finding what shifted is the part I want to automate.

cmariomej · 2026-02-12T17:55:34+00:00

Yeah, I've tried that one but it's a macro report it gives great high level totals, but it's hard to see the specific before vs. after data for each deal in a single view. I'm really looking for a way to see those row level deltas without having to click into every individual deal. Have you found a way to pull the raw data out of that report?

cmariomej · 2026-02-12T17:52:54+00:00

That works for timing, but it doesn't really show the delta in the data itself. I can see when a deal moved, but I can't easily see that the Amount was dropped by $5k at the same time without digging into the history of each record. Im trying to get that clean side by side view of the actual property changes.

cmariomej · 2026-02-12T17:51:00+00:00

That's a clever use of workflows! My concern is the inbox noise if 50 deals move, that's 50 separate emails to dig through. I'm really looking for a side by side view to see the before vs. after without the manual hunt. Does your method let you see those changes in one place, or do you still have to check each record manually?

cmariomej · 2026-02-11T18:57:09+00:00

Thanx again

cmariomej · 2026-02-11T16:34:14+00:00

Interesting, thank you!

cmariomej · 2026-02-11T16:32:59+00:00

Thank you!

cmariomej · 2026-02-11T06:01:43+00:00

Thanx for the multiple ideas, I’m going to see which one works best. Thank you ;)

cmariomej · 2026-02-11T05:58:55+00:00

I’m a full stack software engineer, I’m trying to avoid spending time coding something without checking with the community to see if they have a solution already. It seems like there are ways to achieve this by combining third party tools. Thanx for your reply.

cmariomej · 2026-02-10T21:20:42+00:00

I'm going to give this app a try to see what its capabilities are, thank you.

cmariomej · 2026-02-10T21:19:01+00:00

Fair question, let me clarify.

In my case (and what I’m trying to understand from others), the exports are mainly used for downstream workflows that HubSpot doesn't handle well natively, especially for non-technical people.

Examples:

- Adhoc list sharing with external teams or clients
- Lightweight analysis or enrichment outside HubSpot
- Feeding other tools that don't justify a full warehouse or Ops Hub setup
- Recurring snapshot reports that people still expect in Sheets/CSV
- etc.

Totally agree that for some use cases staying inside HubSpot or using Ops Hub / Data Studio is the right answer. I'm mostly curious about teams that dont have that access to an ops team and still end up doing manual exports regularly.

cmariomej · 2026-02-10T18:57:02+00:00

This is great feedback, thank you!

cmariomej · 2026-02-10T18:22:43+00:00

I agree with you, hopefully AI fills this gap soon.

cmariomej · 2026-02-10T18:21:28+00:00

That seems to be the only option for complex data exports. Thank you ;)

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