Dashboards & Reporting

JvanWijk
Member

Closed Won deal not showing as closed won on dashboard report

SOLVE

One of my closed deals is not being captured as Closed Won on the Deal Stage Funnel report. The date reange is set to All Time, and the deal itself is set to Closed Won; why won't it show up in the report as Closed Won? I've checked filters etc and can't seem to identofy the problem. Any help would be appreciated, thank you!

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

Closed Won deal not showing as closed won on dashboard report

SOLVE

Hi @JvanWijk,

 

By default, funnel reports are only showing deals that went through all deal stages. If a deal skips a deal stage, it won't show up. (HubSpot cannot calculate the conversion rates between stages if a deal skipped stages.)

 

To fix this, in the left sidebar of the report builder, you need to switch from "all" to "any":

 

karstenkoehler_0-1641911244266.png

 

You'll lose the conversion rates but you'll see all deals. (This requires access to the report builder which is included in the Professional and Enterprise subscriptions. Without such a subscription, as far as I know this change cannot be made. Don't shoot the messenger.)

 

Let me know if you have any follow-up questions!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

Closed Won deal not showing as closed won on dashboard report

SOLVE

Hi @JvanWijk,

 

By default, funnel reports are only showing deals that went through all deal stages. If a deal skips a deal stage, it won't show up. (HubSpot cannot calculate the conversion rates between stages if a deal skipped stages.)

 

To fix this, in the left sidebar of the report builder, you need to switch from "all" to "any":

 

karstenkoehler_0-1641911244266.png

 

You'll lose the conversion rates but you'll see all deals. (This requires access to the report builder which is included in the Professional and Enterprise subscriptions. Without such a subscription, as far as I know this change cannot be made. Don't shoot the messenger.)

 

Let me know if you have any follow-up questions!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

JvanWijk
Member

Closed Won deal not showing as closed won on dashboard report

SOLVE

Thank you @karstenkoehler , that sounds like a logical reason! I will try again with that setting updated.

I appreciate the quick response today!

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