At the moment, our reports don’t include stage specific data that is searchable by date. However, you can build a quick automation that will add the date that the deal was moved into that stage, and then you can search for that field to pull everything for that month.
First, you’ll want to create a custom date field for “Date Entered,” which will be used to add the date that the deal entered that stage. (You can find instructions on creating custom fields here).
Once you’ve created the custom date field, you can go ahead with the automation. The start trigger for the new automation will be “Stage Changes.” After that, you’ll just need to add an action to update the custom field for the contact affiliated with the deal, and have the field updated to the current date. Any time a deal is moved into that stage, the field will update.
After the field updates, you can do an Advanced Search on the Contacts page to find the proper deals. For example, in February you would use the conditions “Date entered is on or after 2/1/18 AND Date entered is on or before 2/28.” This will catch any deals that enter the Contract Sent stage in that month.
Please let us know if you have any questions! You can also book a one-on-one session here if you’d prefer to go over this on a shared screen call with one of our Customer Success reps.