topic Help creating Closed deal reasons graph in Dashboards & Reporting

Help creating Closed deal reasons graph

MAguirreSanch — Fri, 04 Mar 2022 07:50:48 GMT

Hello!

I'm a newbie with hubspot. I'm trying to create a report for the reasons for when the deals are lost. For example, there are 5 deals that are lost.

1.Bill - lost reason: not interested

2.Jill - lost reason: no reply

3.Sam - lost reason: not a good fit for company

4.Tim - lost reason: no immediate need

5.Fred - lost reason: transfered companies

Using these 5 different reasons for the report. I want to make a report based on the lost deal multi text responds. I have a list of lost reasons set for whenever a deal is lost. I'd appreciate the help!

Re: Help creating Closed deal reasons graph

StjepanGrcic — Fri, 04 Mar 2022 09:07:49 GMT

Hi @MAguirreSanch

You first create custom Deal property "Lost Reason" as a dropdown and add all of the reasons you mentioned. Then go to Sales-deals click Board action-edit stages and edit it so set the "Lost Reason" as required when moving the deal to Closed/Lost stage of the desired Pipeline.

Using custom report builder you can easily create the Report where you can see that.

Cheers!

Re: Help creating Closed deal reasons graph

karstenkoehler — Fri, 04 Mar 2022 18:51:14 GMT

Hi @MAguirreSanch,

This requires a Professional subscription to access custom reports. If you have that, you'd navigate to Menu > Reports > Reports > Create custom report > Custom Report Builder and select Primary data source "Deals".

Set up the Configure tab in the report builder as shown below:

If you want to filter the report by a deal Create date, you would do so under the Filters tab.

In my case, Closed lost reason is a single-line text field. Your field might be named differently.

Let me know if you have any follow-up questions!