Any suggestions would be highly appreciated.
I’m analyzing our sales pipeline. I’d like a list OR report to show the lost deals in our pipeline segmented by which stage of the pipeline they were lost. - I need to show all stages of the pipeline as listed below. I want to see the deals that were in the stage and went from this stage directly to closed lost.
List/report 1 = deals that were lost in the “Opportunity” stage.
List/report 2 = deals that were lost in the “Qualified to buy” stage.
List/report 3 = deals that were lost in the “Proposal submitted” stage.
Please answer the following:
- Will this be a list or a report?
- If a list what will the rules be?
- If a report - which type of report and what will the fillers be?
Hello @EbarakHossain,
Would a deal stage funnel report satisfy your requirements? (Menu > Reports > Reports > Report library > search for “Deal stage funnel”)
If not, then yes, this can be achieved with custom reports. The key to your query are some deal properties that HubSpot automatically calculates, namely Time in Stage [Deal Stage Name]. These are only available in custom reports, see here.
The approach is as follows: If the time in a certain stage * is known, the deal must have been in that stage. If the time in the following stage is unknown and the the deal’s current stage is Closed lost, we can deduct that it was lost in the stage marked with an * in my previous sentence.
Unfortunately you’d have to create one report for each “losing stage”. Let’s start with the first one. (Menu > Reports > Reports > Create custom report > Single-object > Deals).
Click Filters on the upper right, filter the whole report by
Time in [first stage] is known and
Time in [second stage] is unknown and
Deal stage is Closed lost.
You can now select other properties of interest, e.g. Deal owner in the Data step. Switch to Visualization, drag and drop Count of Deals and Deal owner into Displaying and pick any chart type that works well for you. Repeat this for the following stages.
Hope this helps!
Hi Karsten, many thanks for your kind solution. I applied your first approach (Menu > Reports > Reports > Report library > search for “Deal stage funnel”) with a bit of customization - it worked fine. Later on, I will try your 2nd approach and see how it works. Finally, I will post a complete solution to the problem here.
I appreciate your help and can’t wait to learn more from you.
Happy HubSpotting!
What was the customization you had to do to make this work? I’m trying to do the same thing but not quite getting the results from the Deal Stage Funnel I am looking for.