topic Re: Help with Reporting in Reporting & Analytics

Help with Reporting

DMcLaren4 — Wed, 22 Oct 2025 17:42:13 GMT

Hello,

I want to be able to show in this report another bar which displays the conversion of deals moving to a stage within the pipeline.

Organe is people, blue is deals, I wish for another column to the right showing how many of those deals went to 'Survey Booked' for example.

Can this be done?

Re: Help with Reporting

karstenkoehler — Wed, 22 Oct 2025 17:45:12 GMT

Hi @DMcLaren4,

The HubSpot report builder does not have any options to do so, unfortunately. If you want to see conversion rates, you would have to create a separate funnel report for deal stages.

https://knowledge.hubspot.com/reports/create-new-custom-funnel-reports

Best regards

Re: Help with Reporting

DMcLaren4 — Tue, 28 Oct 2025 11:51:14 GMT

Okay, this is great, and I've now done this.

The next issue is that the CRM isn't tracking correctly.

As you can see from the attachments, Chris Farmer is in Quote sent, and then moved to Deposit paid. The sankey graph however is not tracking this. Why would this be?

Re: Help with Reporting

karstenkoehler — Tue, 28 Oct 2025 11:54:31 GMT

@DMcLaren4 I'm not seeing a sankey graph / funnel report configuration – am I missing something?

Re: Help with Reporting

DMcLaren4 — Tue, 28 Oct 2025 12:01:42 GMT

No you're quite right.

The Chris Farmer standalone screenshot is in 'Formal quote sent' then lost of contacts in the other screenshot is in the stage 'Deposit Paid'. However, as you can see by the contact records it did enter deposit paid. Why wouldn't the sankey track it?

Re: Help with Reporting

karstenkoehler — Tue, 28 Oct 2025 12:03:06 GMT

@DMcLaren4 I wouldn't be able to say what causes this without seeing the report configuration.

Re: Help with Reporting

DMcLaren4 — Tue, 28 Oct 2025 12:04:31 GMT

Sorry - see attached.

Re: Help with Reporting

karstenkoehler — Tue, 28 Oct 2025 12:08:49 GMT

@DMcLaren4 this report only includes deals that entered the "Survey booked" and subsequently entered the step "Formal Quote Sent", all within the last 90 days, excluding today. Can you confirm that that is the case for the missing deals that you're expecting to appear in the report?

In your screenshots I'm not seeing any indicator that the deal actually was in the stage "Formal Quote Sent".

Re: Help with Reporting

DMcLaren4 — Tue, 28 Oct 2025 12:13:38 GMT

You're right it skipped this stage on our system. It went directly from 'Survey Booked' to 'Deposit Paid'.

This confirms what I'm thinking, deal stages are being skipped on the pipeline.

Re: Help with Reporting

karstenkoehler — Tue, 28 Oct 2025 12:14:45 GMT

@DMcLaren4 stage skipping can be blocked via pipeline rules: https://knowledge.hubspot.com/object-settings/set-up-pipeline-rules