Building Funnel Reports w/o Events

I’m working to build a funnel report that will track conversions from a specific service line. The issue is that within HubSpot we use a different property other than Lifecycle Stage to track when someone is a lead/customer/cancelled (this is because this is a separate service line from our main offerings).

I wanted to build a funnel report but noticed I’m not able to use the specific property as a filter and for different stages. It only allows me to pick event driven properties - is there a way to workout this?

I was thinking maybe because this property is set as SLT maybe it could work by changing it to a drop down but also not sure if that would also affect reporting since we’ve been collecting this data from some time now and would want to track the historical data.

Hey @JTorres17, Happy Monday!

Since HubSpot’s funnel reports rely on event-driven properties, your custom property might not be available for funnel stages. Changing it to a dropdown could help, but you’d need to test how it impacts historical data.

More information here,

Pam