Conversion rate reporting means nothing on the contact level - reaaalllllly need this functionality on the Company object.
If anyone has any workarounds, please let me know!
I’ve tried a few things, e.g. Association label reporting to limit 1 contact per account, but this Association label reporting isn’t possible using Funnel type.
I’ve tried creating a list of Primary Contacts - this isn’t possible either.
Running out of ideas here - such a simple problem that we aren’t able to solve for.
Agree it’s frustrating.
Have you tried creating a unique field for a company, say “primary contact” and assigning a contact from each company. So long as your contacts lifecycle stage mimic your company’s lifecycle stages you can run a report on the unique field based on the contacts lc stage.
This is the single biggest challenge to our reporting. We’ve had to build, test, and rework countless workflows and lead statuses just avoid simple conflicts between marketing, pre-sales, and sales. How this isn’t an out-of-the-box feature is baffling.
Until this simple funnel is implemented, HubSpot is very difficult to recommend for a B2B company. HubSpot is really B2C software, but without the e-Commerce functionality of Shopify.
Conversion rate reporting means nothing on the contact level - really need this functionality on the Company object.
As a B2B company, this is very important for us. All our workflows run on Companies only & not contacts.
We are using Hubspot from last 2 years and still awaiting the Conversion reporting. This is really frustrating, so we are planning to move to Salesforce due to unavailability of B2B functionality
It uses a custom code action in a workflow to identify one contact from a given company that would be included in the Contact funnel report. Then you get a kind of company-level report, and all the conversion & volume metrics available at hand
Still, keeping my fingers crossed to have an integrated solution built in and available directly in HubSpot
Just spent the morning trying to build a report that shows how our account-based marketing is going.
Absolute. Nightmare.
This is so so basic, it would help every single B2B HubSpot customer in a huge way, and it would drastically cut down on the amount of workflows and properties we need to just report on this. If another CRM company called me tomorrow and told me they had this feature, I’d be very hard-pressed not to snap it up instantly.
We are currently doing technical diligence on a company funnel builder. We will keep you all posted if (and when) this is ready for a customer-facing beta.
Great to hear! Do any other company-centric reporting / organisational features appear on any of the product roadmaps? We’re holding off on a potential CRM switch until we see what drops from HS before XMas.
Hi all! It appears this guy has a workaround for us but I’m having trouble following the YouTube video. If anyone can figure it out, can you post a better breakdown of the steps here? Figured that will help us all! Thanks!
Hi @katelynstoll, glad you like my concept for the lifecycles stage reporting for companies!
The link to the custom code in python that you add as a step in a workflow is actually mentioned in the video description.
