Deal Stage Funnel Does Not Reflect Actual Deal Stages

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New Member

I am just getting my organization started on Hubspot.  We have created 26 deals.  12 are "Closed Won" and 1 is "Closed Lost".  However, the Deal Stage Funnel shows 1 "Closed Won" and 0 "Closed Lost".  

 

I have no filters on the report.  The only "Closed Won" showing on the report is a test deal I created today.  I recently changed deal stage settings but did not change "closed won" or "closed lost".

 

 

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Community Manager

The Deal Snapshot is a funnel report. This means that the report will only show you the contacts or deals who moved through the specific deal stages (New Lead, Contact Made, Relationship Building etc) in order within the specified time period. For example in your case if a contact became a New Lead then moved to the Contact Made stage but then skipped to the Won stage this contact would only show up in the report under New Lead and Contact Made.

 

In comparison to this a pipeline report would show you the number of contacts or deals that have entered any of the lifecycle or deal stages during the specified time period regardless of the order. This article will give you further information on the differences between the two.

 

In order to create a report that will show you the number of deals in a particular stage you will need to create a custom report.This kind of report can be created through the Reporting add on you can avail of with HubSpot.

9 Replies
Community Manager

Hi @tsimon, thanks for your post. Could you please upload a screen shot of all of the deals in  your account, as well as the deal funnel and dashboad where you see a dscrepancy? Thanks! 

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0 Upvotes
New Member

I have the same problem..

 

Here is from deal view,

showing awareness is 27, interest is 33, identify is 14,...

Screen Shot 2017-12-16 at 4.20.52 pm.png

 

 

Here from the dashboard

Here is from deal view, showing awareness is 5, interest is 2, identify is 1 !!

Screen Shot 2017-12-16 at 4.20.00 pm.png

 

 

Community Manager

The Deal Snapshot is a funnel report. This means that the report will only show you the contacts or deals who moved through the specific deal stages (New Lead, Contact Made, Relationship Building etc) in order within the specified time period. For example in your case if a contact became a New Lead then moved to the Contact Made stage but then skipped to the Won stage this contact would only show up in the report under New Lead and Contact Made.

 

In comparison to this a pipeline report would show you the number of contacts or deals that have entered any of the lifecycle or deal stages during the specified time period regardless of the order. This article will give you further information on the differences between the two.

 

In order to create a report that will show you the number of deals in a particular stage you will need to create a custom report.This kind of report can be created through the Reporting add on you can avail of with HubSpot.

Occasional Contributor

Hi there @nicolebrenner!

 

I just don't understand how you can undo an action if you move a deal from one stage to another but you want to move it back?? 

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Community Manager

Hi @ManagementPA, you can change the deal stage by following the instructions on this page: How can I change the deal stage from the deal record?

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New Member

I appreciate your effort to answer this question but it doesn't address the issue I see.  When you say "in the specified time period" do you mean the reports dashboard setting for time period?  The deals I work have a very long sales cycle and I would like the funnel report to reflect the number of deals in a specific stage of our funnel.  Once they are in that stage they should always be reported until they move to the next (or another) stage.  Since I report activities on a monthly basis my "time period" is a 30 day window.  If my deals do not move to another stage within the 30 days the rport drops the deal all together so it looks like I have nothing in my funnel Smiley Sad

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0 Upvotes
RS
Occasional Contributor

Was there a solution for this? I am having the same problem. The report is not accurately reflecting what the pipeline shows per stage. 

Thank you,

Rene

 

New Member

I have this same problem, is it a technical issue or is there a fix on the actual deal information? Currently the deal stage does not pull through to the reports

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0 Upvotes
Community Manager

Hi @Graeme1,

 

@lulupearse explains the answer, it involves the difference between funnel reports and pipelines.

 

Thanks,
Jenny


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