I try to create the total value of Deals in a pipeline as a funnel view, but with no success so far. We have a prebuilt report in Sales Analytics that shows all deals in. a pipeline based on the stage they are and the value they have, but how do we make it look like a funnel itself?
To create a funnel-style visualization for total deal value in a pipeline, you can use HubSpot’s Custom Reports with the following approach:
1. Go to reports. Create a custom report → single object report and select Deals.
2. Use a bar or funnel chart as the visualization type.
3. Group deals by pipeline stage and sum the deal amount to reflect the total value at each stage.
4. Adjust the sorting order so the highest-value stages appear at the top, mimicking a funnel structure.