Deal Stage History Reporting

Regular Contributor

Is it possible to report on the history of deal stages to see where our frequent drop off points are? I ideally want to flag the deal stage which was before "Closed Lost" to then allow me to figure out which deal stage needs improving. 

 

I can see this by looking into each deal itself but is there a way of doing this in mass for all deals in one report? 

 

Thanks,

Stewart.

2 Replies 2
Regular Advisor | Gold Partner | HubSpot Certified Trainer

Hi @Stewartbennett,

 

I'm not sure if you're using Sales Pro or not, but there is a nice funnel report that should accomplish what you are looking for. The one I'm specifically thinking is the "Deal Stage Funnel".




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Josh Curcio

We help tier 1 & 2 manufacturers generate leads!
HubSpot Gold Partner & HubSpot Certified Trainer

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Regular Contributor

We need the same report, and I was just told that HS can't provide it -- we have to look into each deal individually to see what the stage was before being lost. PLEASE put more reporting tools in HubSpot!!!