Dashboards & Reporting

NDooly
Participant

Closed Lost Reason reports

SOLVE

Hi,

 

I have the free CRM, I've added the property "closed lost reason " to the "closed lost" property. Can I create a report for closed lost resaon? The work around I have is by adding the colum to the "closed lost reason" when I'm viewing the pipeline.

 

 

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

Closed Lost Reason reports

SOLVE

Hi @NDooly,

 

In the free CRM this is unfortunately not possible. Custom reports require a Professional subscription. The Deal index page with an added column, like you have described, is the best approximation.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
NDooly
Participant

Closed Lost Reason reports

SOLVE

Thanks

0 Upvotes
Lucila-Andimol
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Closed Lost Reason reports

SOLVE

Hey @NDooly 

you cannot create a custom report to add Close lost reason as a dimension

but you can use it as a filter in your current/standard reports.

Also I think you can export your deals view and work this up ad a report in excel too.

hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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

Closed Lost Reason reports

SOLVE

Hi @NDooly,

 

In the free CRM this is unfortunately not possible. Custom reports require a Professional subscription. The Deal index page with an added column, like you have described, is the best approximation.

 

Best regards!

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.

0 Upvotes