Oh my goodness! PLEASE fix this! It’s disheartening to see only 3 won deals for the year when we have closed more than 3. Just because a customer skipped getting marked a lead, it doesn’t mean that they shouldn’t be part of the report. This is truly an oversight and needs to be corrected. NO excel spreadsheet, NO piece of paper, NO other sales report would display it the way Hubspot is currently displaying it. The deal flows report in my opinion is utterly useless without this functionality.
And we just recently paid for custom reporting to hopefully fix it. Nope. Still doesn’t work. ![]()
Same with customer lifecycle stage. We jerry rigged that one with workflows to automatically move customers through lifecycle stages, but it’s far from perfect. I just want the report to show up correctly with correct conversion amounts.