topic Re: Deals Conversions Custom Report in Dashboards & Reporting

Deals Conversions Custom Report

AJ_Kakrot — Sat, 01 Feb 2025 13:05:16 GMT

Hi,

I want you to create a custom report in HubSpot we use HubSpot MarketingHub and SalesHub professional. The report that I want to build is for,

Let me give you real example of our use case using the exact name stages in our pipeline.

Sales Pipeline with following stages.

Initial

Call Back Customer

Site Visit Scheduled

Site Visit Done

Booked

Not Interested

So in a quarter we want to measure the deals that got converted from Initial to Site Visit Done. Here note it might happen that if 100 deals are created out of which 20 got into Site Visit Done Stage and towards the end of the quarter it might happen of those 20 Site visit done deals few of them have moved to Not Interested stage. However I want to show case the actual number of deals that went through Site Visit Done Stage in a quarter and this is in single report. The rows and columns that I need in the report are.

Rows that should be in the report is

Deal Owners - This will show all the deal owners.

Columns -

Number of Deals Created in a quarter

Number of Site Visit Done Deals - This should show up the number of deals from the specified quarter that went through site visit done stage.

Booked - This should show the count of deals that got Booked in the quarter.

Not Interested- This should show the count of deals that got Not Interested in the quarter.

Let me know if this kind of report can be created in single report or if there's any other way to show the same.

Re: Deals Conversions Custom Report

karstenkoehler — Sat, 01 Feb 2025 13:14:37 GMT

Hi @AJ_Kakrot,

If you want to visualise conversion rates, this currently can only be done in funnel reports: https://knowledge.hubspot.com/reports/create-new-custom-funnel-reports

It's not possible to visualise this as a table with freely chosen columns. This means that you would have to either create one report for each sales rep or use dashboard filters to filter on the go.

If deals skip stages n your typical process, don't forget to mark the skipped stages as optional.

Best regards

Re: Deals Conversions Custom Report

AJ_Kakrot — Sat, 01 Feb 2025 14:03:27 GMT

@karstenkoehler thanks for your response.

I'm fine to skip the conversions but I want to show the deal counts in each of the columns.

Re: Deals Conversions Custom Report

karstenkoehler — Sat, 01 Feb 2025 14:09:59 GMT

@AJ_Kakrot then the table as part of the funnel report is still your best option, if I understand you correctly. A regular table report will only show you the current stage if deals, not which stages they were in within the date range.

Re: Deals Conversions Custom Report

AJ_Kakrot — Sat, 01 Feb 2025 14:13:24 GMT

@karstenkoehler got it then I think I'll have to use excel only in this case. Thanks for your help.