Dashboards & Reporting

hokkonen
Member

Combine several Sales Pipelines on one dashboard

SOLVE

Our company has two separate Sales Pipelines. I'd like to see the combined funnel report in the dashboard so that I'd see the company's total count of deals in each stage on one funnel.

Is that possible? 

At the moment we have starter but might upgrade to professional later.

EDIT: I can do this when I use the bar or column but I speisifically would like it to be visualized as a funnel.

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1 Accepted solution
coldrickjack
Solution
Top Contributor

Combine several Sales Pipelines on one dashboard

SOLVE

Hi @hokkonen,

 

HubSpot has functionality within the professional tiers to create custom funnel reports. However. you aren't able to select multiple pipelines, reason being different pipelines generally have different stages depending on what they're used for etc...

 

If you did go down the route of creating these funnel reports an option to consider would be to create a series of reports side by side for each of the pipelines so that at the very least you do have that overview and can identify the friction points or bottlenecks in the sales processes.

Jack Coldrick, Head of Presales & Solution Architecture @ Inbound Fintech | HubSpot Elite Partner
Inbound Fintech - HubSpot Elite Partner

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2 Replies 2
coldrickjack
Solution
Top Contributor

Combine several Sales Pipelines on one dashboard

SOLVE

Hi @hokkonen,

 

HubSpot has functionality within the professional tiers to create custom funnel reports. However. you aren't able to select multiple pipelines, reason being different pipelines generally have different stages depending on what they're used for etc...

 

If you did go down the route of creating these funnel reports an option to consider would be to create a series of reports side by side for each of the pipelines so that at the very least you do have that overview and can identify the friction points or bottlenecks in the sales processes.

Jack Coldrick, Head of Presales & Solution Architecture @ Inbound Fintech | HubSpot Elite Partner
Inbound Fintech - HubSpot Elite Partner
hokkonen
Member

Combine several Sales Pipelines on one dashboard

SOLVE

Ok, thank you for the response. 

0 Upvotes