Conversion rate of deals from the 1st stage to Wo from 2023

Hi, colleagues,

How can we see in HubSpot using Sales Analytics, I believe, the conversion rate of the Deals from 2023 till now from the 1st stage to Won or Lost?

Thanks

Hi @ISmolin,

This can be achieved with a funnel report: Create custom funnel reports

You would create a deal funnel report, and specify the first deal stage as first step, the closed won stage as last step.

Have a look and let me know if anything is missing!

Exactly :slightly_smiling_face: I am on it. Sorry for being lazy and posting here; I haven’t seen this report yet. Yeah, It’s Deal funnel one. Thank you, @karstenkoehler. Have a great day!

The conversion rate from the 1st stage to Won in 2023 indicates how many deals successfully progressed and were closed. It helps us understand how strong the sales process is and where improvements are needed. Overall, it is a useful way to measure performance and track growth over time.