Historical Snapshots & Weekly Digest
Install it free · Setup guide · Plans and pricing
See your HubSpot pipeline as it was last week, last month or last quarter. The app takes a snapshot of your deal pipeline every night: deals and amounts in every stage. On install it rebuilds the last 90 days from each deal’s own history, so you have trends on day one. Every Monday it can email the team, and each deal owner, what changed and what has gone stale.
Historical Snapshots & Weekly Digest is an app for HubSpot by Kayabyte. It only reads; it never changes anything in HubSpot.
What HubSpot already does, and where this app fits
HubSpot reports show the CRM as it is now, and property history shows one record at a time. Higher tiers offer some forecasting and custom-object workarounds, but there is no simple “pipeline value on 30 September” or “how many contacts were MQLs at the start of the quarter” on most plans. This app keeps that history for you, on every HubSpot plan including the free CRM.
What it does
- Daily snapshots. Deals and amounts per pipeline stage, every night around 23:00 in your account’s time zone, so each day shows the state at its end. Amounts use your home currency.
- 90 days on day one. On install the app rebuilds the last 90 days from deal stage, pipeline and amount history. Deals deleted before the install can’t be seen, so those points are marked as estimates.
- Trends inside HubSpot. Open pipeline value and won value over time, and open deals per stage week by week, on the app’s home page.
- Compare two dates. Any two days side by side: deals and value per stage, and the change.
- What changed. Stage moves, amount changes, close dates pushed, owner changes, new and deleted deals, from install day on.
- Stale deals. Open deals with no activity for 14 days (you choose), close dates that have passed, and deals with no next step.
- Time-in-stage check. The app tells you which pipeline stages have no “date entered” property, so HubSpot’s own time-in-stage reports can’t measure them.
- Pro: contacts and tickets. Contacts per lifecycle stage and per lead status, and tickets per stage, every day.
- Pro: the Monday digest. One team email with pipeline value against last week, wins and losses, stage moves, close dates pushed, stale deals and new contacts nobody has touched; optionally one per deal owner with their own open deals, moves and stale deals.
- Pro: CSV export of all snapshots and changes.
Plans
Free keeps 90 days of deal pipeline history with trends, comparisons, changes and stale deals. Pro is USD 19 per month per HubSpot account: contacts and tickets too, all snapshots kept, the Monday digest and CSV export. Every new account gets 14 days of Pro, no card needed, and the first 25 customer accounts get Pro free for life. See plans and pricing.
More
- Setup guide: install, permissions, the digest, plans, disconnect
- Plans and pricing
- Privacy and data and sub-processors
- Terms of service
- Support: support@kayabyte.dev
HubSpot is a registered trademark of HubSpot, Inc. Kayabyte is an independent developer and is not affiliated with or endorsed by HubSpot.