Unfortunately the funnel reports on some platforms are completely unusable after changing the lifecycle stage structure, due to constraints on the "Date entered … " property where you are not able to reset the value (as mentioned in https://community.hubspot.com/t5/CRM/Can-you-clear-the-field-Date-entered-quot-Marketing-Qualified/m-p/890034)
This is a big problem, as many client we audit did not think about their setup initially, and are now losing valuable information.
This also affects external reporting, and needs to be fixed for proper reporting on funnels
Hi @JVermunt,
You can always set intermediary stages as optional, which will result in a usable report. This requires a Professional or Enterprise subscription however. Edit a stage and you should see a checkbox to set is as optional for all but the first and last stage.
Generally, yes, HubSpot isn’t making things easy for users who change the lifecycle stage later on.
Other users have requested the ability to edit these dates before: https://community.hubspot.com/t5/HubSpot-Ideas/Edit-Became-a-quot-Lifecycle-Stage-quot-Date/idi-p/745668
The product team reviews these requests based on popularity. I’d recommend upvoting and commenting.
You can also help others find the request more easily and drive upvotes by accepting my reply as a solution. I’d appreciate it, too.
Have a great day!