I would like to create a custom report where i can see how much time my contacts spend in each stage of their Contact Lifecycle. I am looking for something much like the “time in deal stage” available for deals.
I know that hubspot has the “became a lead date”, “became an opportunity”, “became a customer date” properties, but I can’t seem to get any good report using these.
This widget only reports on changes to a deal if it is moved along every stage in the pipeline. We have 7 stages and the last two are closed-won and closed-lost. Sometimes customers buy or reject the sale without going through all the stages and this widget will not report those correctly, just leaving them in deals created.
Please can you make this work in a real world way where if we drag a deal from an early stage straight to “closed-won” it just assumes it has passed through the other stages?
Hello, This is a great question. I also have same problem. I’m waiting for some help, please. Thanks.
Agree with the issue.
The new report should be hybrid of the funnel report and pipeline report.
- The problem with the pipeline report is that whenever a deal is moved multiple times into an the same stage it updates twice. So we get incorrect reports.
- And the problem with the funnel report is what is mentioned above. More-over, we cannot even identify the deal which is incorrect and has skipped a stage.
Same issue here. I have to manually recreate all of these reports, This is really unacceptable.
Thank you for explaining this so clearly. This is a deal breaker for us as well.
Agreed, doesn’t make any sense at all.
This is a major problem for us too and is a completely ridiculous way to structure this report.
This question should be in priority - it doesn’t make sense to just abandon the info that is there.
This is a problem for me as well.
This is a definite problem for us, makes it a completely useless widget
This does not make sense to me the way it functions now. Can we please get this fixed?
This is very important to fix
+1
Hubspotters -- it’s a bit shocking that this is still an issue after being posted on the board for almost a year. So much aboout Hubspot centers on the concepts of “lifecycle stages” and “conversion” from one stage to another. The primary visual offered (deal funnel) to represent these processes is providing false and misleading information. Please fix!
This report as it currently sits creates havoc & frustration. Please fix this.
Hey Guys,
Would be great to incorporate a better marketing attribution model for campaign revenue that includes partial attribution.
I have several closed won deals who interacted with multiple campaigns, yet have full revenue attribution against each of these campaigns, which means that the same deal and revenue is counted multiple times. Not helpful for reporting and in fact, does more damage.
Thanks,
Adele
This should be fixed with no delay. This is just completely misleading the way it works now.
With the current deal flow logic, deal statistics are totaly unusable becuase all numbers (new customers) are wrong. Please fix it soon!
Fully agree and thanks for posting.
Sales doesn’t always operate by going through EVERT stage of the funnel and it’s not unusual for stages to be skipped in the sales process. There are even instances when some leads go straight to ‘Closed WON’. In such instances, I would expect the skipped ‘stages’ in the funnel to automatically calculate at 100% conversion, because that’s essentially what has happened. As it stands, 100% of all opportunities in the funnel would need to progress through every single stage in order, so that we can calculate a meaningful conversion for each stage.
Thanks