Deal Stage Funnel Report Not Working
resolverHi, I have 9 deals all at various stages, but the different stages aren't registering on this report. What are we doing wrong?
1 Solução aceita
Deal Stage Funnel Report Not Working
resolverHi @BRapson,
In the version of this report that shows conversion rates from one stage to another, HubSpot expects a deal to have gone through all stages, not just select ones. This is explained here: https://knowledge.hubspot.com/reports/differences-between-funnel-reports-types
In other words, if all of your deals have skipped stages, that would be the reason they're not shown.
To change this, you must edit the report, see the beginning of the article. In the free CRM, you might not have the editing access for this default report, unfortunately.
Best regards
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Deal Stage Funnel Report Not Working
resolverHi @BRapson,
In the version of this report that shows conversion rates from one stage to another, HubSpot expects a deal to have gone through all stages, not just select ones. This is explained here: https://knowledge.hubspot.com/reports/differences-between-funnel-reports-types
In other words, if all of your deals have skipped stages, that would be the reason they're not shown.
To change this, you must edit the report, see the beginning of the article. In the free CRM, you might not have the editing access for this default report, unfortunately.
Best regards
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
