topic Re: Custom Sales Funnel in Tips, Tricks & Best Practices

Custom Sales Funnel

Zbatty — Thu, 14 Feb 2019 21:00:00 GMT

I would like to create a funnel with the following steps.

1. Filled out Form 1

2. Filled out Form 2

3. Status changed to x

4. Status changed to y

5. Deal Status changed to x

6. Deal Status changed to y

I can't find any way to do this. Is it possible?

Re: Custom Sales Funnel

MFrankJohnson — Thu, 14 Feb 2019 22:34:52 GMT

With a little more clarity and explanation we'll try to help.
Sounds fairly straight forward, but the expected outcome is a list of contacts. AND Deal Stage is the built-in HubSpot deal property (no such built-in property called 'Deal Status').

So, how's this supposed to work? Are things supposed to happen at each step? OR are we expecting to produce a single list of contacts only after they meet all criteris?

Re: Custom Sales Funnel

Zbatty — Thu, 14 Feb 2019 22:55:36 GMT

The goal is a funnel report that shows:

1,000 people filled out form 1, of those,

250 people filled out form 2, of those,

200 people had their status changed to x (this is a custom property that is mapped to a Salesforce field), of those,

100 people had their status changed to y (same as above), of those,

10 people had their deal stage changed to "Closed Won"

***Bonus Field*** Revenue generated by those 10 deals.

Does that help?

Re: Custom Sales Funnel

MFrankJohnson — Thu, 14 Feb 2019 23:07:56 GMT

Gotcha. 'Report' being the active word here ... 🙂

Once you have the lists setup in HubSpot, you're looking for a HubSpot integration partner named Databox. Databox specializes in producing custom dashboard reports using data from a variety of sources (which include HubSpot lists ... yay!).

The good thing is that Databox dashboards report in near real-time, so you get to see what's actually happening during a given timeframe (e.g., day, week, month, quarter, etc.) instead of having to wait for a 'report' to be produced.

AND, yes ... Databox can report on Deal revenue (as it exists in HubSpot), so ... there you go.

Hope that helps.

Best,

Frank

Re: Custom Sales Funnel

Zbatty — Thu, 14 Feb 2019 23:14:41 GMT

Looking into that now. Thanks very much for the tip.