Conversion rate (Win vs qualified opportunities created

Smart CRM & Sales Hub Dashboards & Reporting
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1

Hi everyone,

I’m trying to build a “conversion rate” report in HubSpot to measure:

Number of won deals / total number of qualified deals
at a global team level.

On paper, this seems straightforward, but I’m really struggling to make it work properly in HubSpot because of our setup:

  • We have 5 different deal pipelines

  • Each pipeline has its own stage 1 called “Qualified opportunity”

  • HubSpot creates a different “Date entered in stage” property for each pipeline/stage

  • The new custom report builder doesn’t seem to allow:

    • filtering per metric
    • calculating a ratio between two differently-filtered subsets
    • or easily handling multi-pipeline stage logic

What I’m trying to achieve is a single KPI like:

Global Conversion Rate = Deals Won / Deals Qualified

Ideally:

  • Multi-pipeline
  • At team level (not per pipeline)
  • Optionally Year-to-Date (but global stock is also fine)
  • In a single report / dashboard widget

So far I haven’t found:

  • a native suggested report for this use case
  • a clean way to do it in the custom report builder
  • a solution that doesn’t require heavy workarounds (multiple reports, manual exports, etc.)

Has anyone successfully built something like this in HubSpot?

2

Hi @SBencheikh,

Normally, I would suggest funnel reports for this: Create custom funnel reports

However, you need this to work across pipelines. A simple report could be created in the custom report builder where you create a pie chart for all deals and display the property “Is closed won”. This would show all deals, broken down by whether they’re won or closed lost. Would that work?

You could still filter this down further by date or team.

Best regards