I am looking for guidance on building a single-object custom report (Deals) with the following logic and would appreciate your inputs on the most effective approach.
Objective:
To calculate site visit (one of tge deal stage in pipeline) conversion from deals created within a defined time frame.
Requirement:
Column 1 – Deals Created Count
Count of deals created within a selected time period (e.g., this quarter, last month, custom range).
Column 2 – Site Visit Count (from those created deals)
From the same population of created deals, count how many have progressed to the “Site Visit Done” stage.
For this purpose, we have created a custom numeric property (e.g., “SV Deals”) which is set to 1 when a deal completes a site visit.
Column 3 – Conversion %
A calculated field that divides:
(Number of Site Visit Deals) ÷ (Number of Deals Created)
Displayed as a percentage.
The goal is to ensure that:
The denominator includes only deals created within the selected timeframe.
The numerator includes only those deals (from the same created population) that have completed a site visit.
The calculation is done within a single custom deal report (not cross-object).
Could you please confirm:
Whether using a numeric 0/1 property with “Sum” is the correct approach?
If there is a more native or efficient way in HubSpot reporting to calculate this conversion?
Any known limitations or best practices to avoid miscounting?
For context, we are using HubSpot Sales Hub Professional and Marketing Hub Professional.
