CRM

ISmolin
Contributor

Conversion rate of deals from the 1st stage to Wo from 2023

SOLVE

Hi, colleagues,

 

How can we see in HubSpot using Sales Analytics, I believe, the conversion rate of the Deals from 2023 till now from the 1st stage to Won or Lost?

 

Thanks 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Conversion rate of deals from the 1st stage to Wo from 2023

SOLVE

Hi @ISmolin,

 

This can be achieved with a funnel report: https://knowledge.hubspot.com/reports/create-new-custom-funnel-reports

 

You would create a deal funnel report, and specify the first deal stage as first step, the closed won stage as last step.

 

Have a look and let me know if anything is missing!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Conversion rate of deals from the 1st stage to Wo from 2023

SOLVE

Hi @ISmolin,

 

This can be achieved with a funnel report: https://knowledge.hubspot.com/reports/create-new-custom-funnel-reports

 

You would create a deal funnel report, and specify the first deal stage as first step, the closed won stage as last step.

 

Have a look and let me know if anything is missing!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

ISmolin
Contributor

Conversion rate of deals from the 1st stage to Wo from 2023

SOLVE

Exactly 🙂 I am on it. Sorry for being lazy and posting here; I haven't seen this report yet. Yeah, It's Deal funnel one. Thank you, @karstenkoehler. Have a great day! 

0 Upvotes