Hello,
I’m trying to set up the Deal Stage Funnel report created by HubSpot. I want to determine what my deal stage probabilities are. I understand that the report only works if the deals have moved consecutively through all stages, which usually doesn’t happen for my company, so the report isn’t showing any Closed Won deals.
However, I read on a HubSpot Community thread that instead of showing every stage, go into the customization options and only show “Stage X” and “Closed Won” (for each stage). And it will give you a closing rate per stage. However, I tried doing this with advanced filters and it didn’t do anything, the data stayed the same.
Anyone know how I can make this work? Thank you!
Hi @IWolinski,
In a funnel report, you can also set stages as optional. This will then somewhat solve the issue of skipped stages:
@IWolinski wrote:
However, I read on a HubSpot Community thread that instead of showing every stage, go into the customization options and only show “Stage X” and “Closed Won” (for each stage). And it will give you a closing rate per stage. However, I tried doing this with advanced filters and it didn’t do anything, the data stayed the same.
Can you please share a screenshot of your reporting configuration before and after? If you change from stage 1>2>3>4>5 to just 4>5, the visualization should definitely change.
Best regards
Hi Karsten, thanks for your reply!
Is that a Professional or Enterprise report customization feature? I’m on the Starter level.
@IWolinski I think so, yes. If you want to share screenshots (see my previous reply), I can confirm. Without, I won’t be able to help.
Hi Karsten,
Here are screenshots of the report. One with no filters, and the other with Deal Stage filtered to only “Proposal Sent” and “Closed Won”. I’m confused as to why it’s showing 0 for both those stages. Let me know if you need any other info from me to clarify.
@IWolinski thank you for sharing, this confirms what I thought. The settings we need are behind that locked “Customize” button. What you’re trying to do requires a Professional or Enterprise subscription, unfortunately.
Hi @karstenkoehler , thank you for your support above. I was wondering if you might be able to help with the following: we have more than one deal that we have closed but lost. However, the funnel report does not show them for some reason. How can I overcome this?
I suspect that this type of report was not quite developed to look at both Lost and Won deals…
Look forward to hearing from you. Thank you.
To make that kind of funnel report work, try using the “Deal stage entered” filter instead of standard stage filters. That way, you’re looking at deals that entered a specific stage and eventually reached “Closed Won,” even if they skipped other stages. It’s a more reliable way to measure conversion rates from each stage without needing deals to follow the full pipeline path. If advanced filters didn’t change the data, it might be worth double-checking that the filter logic is based on stage history rather than current stage.
If you want more flexibility, tools like Coefficient can pull your HubSpot data into spreadsheets, letting you create custom funnel reports tailored to your exact needs—without the limits of built-in reporting.
