topic Deal stages in wrong order on report in Dashboards & Reporting

Deal stages in wrong order on report

SLancaster3 — Wed, 03 Aug 2022 15:32:51 GMT

Hi, our Deal Stages appear to be in the right order in HubSpot however when I generate a Forecast Report by Deal Stage they are in wrong order. Any ideas? TIA

Re: Deal stages in wrong order on report

Jnix284 — Wed, 03 Aug 2022 17:24:22 GMT

@SLancaster3 what are the settings/criteria for your report?

Are you using the Funnels report builder, or did you create your own?

Re: Deal stages in wrong order on report

SLancaster3 — Wed, 03 Aug 2022 17:26:04 GMT

Created my own using Custom Builder.

Re: Deal stages in wrong order on report

Jnix284 — Wed, 03 Aug 2022 17:30:28 GMT

Can you share the properties you're using and how you're visualizing, plus filters, but based on previous experience they are displaying out of order because the count or other metric is ranking them from high to low or vice versa.

Re: Deal stages in wrong order on report

BCapewell — Wed, 03 Aug 2022 19:18:17 GMT

@SLancaster3 ,

There are two options when you are in the forecast view. Forecast Category and Deal Stage, make sure you have the "Deal Stage" Selected. You should see your own deal stages broken into forecasts at this point.

Re: Deal stages in wrong order on report

SLancaster3 — Wed, 03 Aug 2022 19:33:54 GMT

Sorted it now thanks, I had Sort dropdown set to Label rather than Display Order. Just getting the hang of it.

Re: Deal stages in wrong order on report

BCapewell — Wed, 03 Aug 2022 19:36:04 GMT

Perfect, best of luck. The HubSpot community is incredible. It helped me out when I was getting started!