topic Re: Stage Contributing to Deal Lost in Tips, Tricks & Best Practices

Stage Contributing to Deal Lost

AJ_Kakrot — Fri, 12 Dec 2025 18:41:19 GMT

Is there any way to know which deal stage is contributing to deal lost. What is the ideal approach can we store last stage value in custom property and to know in reports which stage contributed to lost stage.

Re: Stage Contributing to Deal Lost

karstenkoehler — Fri, 12 Dec 2025 18:52:27 GMT

Hi @AJ_Kakrot,

If you want this stored in a custom property, here's how I would do that:

Create a custom property with options for all of your deal stages
Create a deal based workflow that enrolls deals when they're closed lost
1. As the first action, use an AND/OR branch, then from the last stage before closed lost to the very first deal stage, check whether the "Date entered" property for each stage is known (one branch per date)
2. In each branch, use 'Edit record' to set the value of your custom property from step 1 accordingly

Or, spelled out, here's what the branch would do. Let's assume you have five deal stages:

Is the Date entered value for stage 5 known? If so, set "Last stage before closed lost" to 5
Is the Date entered value for stage 4 known? If so, set "Last stage before closed lost" to 4
etc

Since HubSpot evaluates branches from left to right, you're automatically making sure that the deal is going down the branch corresponding to the furthest stage it has achieved.

Best regards

Re: Stage Contributing to Deal Lost

AJ_Kakrot — Mon, 15 Dec 2025 13:25:47 GMT

@karstenkoehler , can you please help me here.

Deal Stages

Stage 1 - Initial
Stage 2- SV
Stage 3 - NI (Closed Lost)
Stage 4 - Booked (Won)

Re: Stage Contributing to Deal Lost

karstenkoehler — Mon, 15 Dec 2025 13:26:56 GMT

@AJ_Kakrot could you please specify what you need help with? At which step of my instructions are you getting stuck?

Re: Stage Contributing to Deal Lost

AJ_Kakrot — Mon, 15 Dec 2025 13:35:35 GMT

@karstenkoehler attached is what I have created

Re: Stage Contributing to Deal Lost

karstenkoehler — Mon, 15 Dec 2025 13:36:59 GMT

@AJ_Kakrot could you please specify what you need help with? So far, I'm not seeing a question or problem, so I'm not sure which answer to provide.