topic Re: Is there a report for a funnel based on lead status? in Dashboards & Reporting

Is there a report for a funnel based on lead status?

blackbearmedia — Thu, 11 Apr 2019 13:57:50 GMT

I have a client that would be using the custom values in the lead status field. Is there a way to view the contacts in a funnel or graph based on the lead status instead of lifecycle?

Just like Contact Lifecycle Funnel, but for lead status?

Re: Is there a report for a funnel based on lead status?

Bryantworks — Thu, 11 Apr 2019 16:17:28 GMT

Hey @blackbearmedia

Are you looking for something like the following?

Re: Is there a report for a funnel based on lead status?

blackbearmedia — Thu, 11 Apr 2019 16:21:59 GMT

Yeah, that looks like it would be perfect. Is this a featured that would have to be upgraded for? It looks like a custom report?

Re: Is there a report for a funnel based on lead status?

Bryantworks — Thu, 11 Apr 2019 16:23:42 GMT

You're correct that is a custom report, I don't believe there is a native report in HubSpot for this.

Re: Is there a report for a funnel based on lead status?

blackbearmedia — Thu, 11 Apr 2019 16:24:55 GMT

Gotcha. Thank you very much!

Re: Is there a report for a funnel based on lead status?

sfiorenzo — Mon, 10 Feb 2020 21:09:03 GMT

Is there a way to add next step conversion funnel to lead status like there is in this pre-built example?

example in hubspot

Re: Is there a report for a funnel based on lead status?

olimottola — Tue, 14 Apr 2020 21:59:54 GMT

I'm having the same issue, I would like to build a conversion funnel for the lead status property

Re: Is there a report for a funnel based on lead status?

kallen — Tue, 30 Mar 2021 19:14:05 GMT

I am looking for something similar to your report example, only I want to see changes in lead status counts over time -- by contact owner. Any suggestions?

Re: Is there a report for a funnel based on lead status?

Bryantworks — Tue, 30 Mar 2021 20:05:31 GMT

Hey @kallen, unfortunately not. These "Funnel" reports are only for lifecycle or deal stages, you can't yet add lead status to these types of reports.

Re: Is there a report for a funnel based on lead status?

kallen — Tue, 30 Mar 2021 21:04:26 GMT

Based on my research, that's what I have gathered. Thanks for confirming, Chris. Hopefully we will see improvements in this area in the future.

Re: Is there a report for a funnel based on lead status?

MBrunelWalker — Thu, 24 Mar 2022 11:31:07 GMT

You would honestly think in this day and age that Hubspot would have sme of these basics figured out ...