It would be really beneficial to create funnel reports that use metrics & properties other than just lifecycle stage. The funnel report can be used for many reports that aren’t specifically linked to lifecycle stage.
Status: Idea Submitted
100%!!!
What other properties would you like to track in a funnel report?
IMO
- Deal Amount and Weighted Deal Amount
- Products/services
- Recurring revenue and weighted
- Non recurring revenue and weighted
- Pipeline
- Close Date
Totally agree…funnel report as of now does not work. Need to be able to create a funnel with what data points you choose…just like any other report.
I would like to have cohort funnel reports where I have say a report which shows conversion through steps A, B, C based on cohort month. Steps A, B and C are individual date properties in a contact record e.g
A: Date Started KYC
B: Date Completed KYC
C: Date Made a deposit
On the chart:
- X axis is based on date of Step A
- On Y axis I have a record count (vertical bars) of all those who completed Step A,B,C.
- Ideally could be done in % as well as actual values
- If you enable being able to visualize as % of Step A for easier cross cohort visual comparison, it would be ideal that we could also show absolute value at Step A for each month either as label or preferably via a line chart with secondary Y-axis
- For date properties like this “Distinct Count” as an aggregation method does not work for steps B, Cas I could have multiple people complete the step on a given date.
- Ideally could be done in % as well as actual values
100% there is another post specifically referring to amount/ revenue that has a lot of support among the hubspot community. It’s critical to have this functionality.