Dashboards & Reporting

MichaelSchm
Participant

Deal Stage Journey - Szenarios

Hello,

 

We have cases like: 

contract sent - Pending - Sent - signed.

 

But trying to use the journey report causes an error: 

Example: 

150 - 12 - 0 - 0

 

if I delete the first sent I end up with 

147 pending - 6 sent - 4 signed

 

There are also cases like 

sent - deal lost - sent - signed

 

How can I create reports of those cases?

The sent - deal lost case gets overwritten by sent - signed

 

even just by sent - lost the next step sent counts as 0.

 

Please make it possible to follow this steps.

0 Upvotes
2 Replies 2
franksteiner79
Key Advisor

Deal Stage Journey - Szenarios

Hi @MichaelSchm 

 

Can you share a screenshot or two of your report settings?

Most likely the incosistency is caused by all steps being set to mandatory, so if a deal does not go through all the steps it will drop off or not be shown - but this is just a guess.

 

Thanks

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project
MichaelSchm
Participant

Deal Stage Journey - Szenarios

Screenshot 2023-09-21 165512.png

First screen:  Is the special case.

 

Screenshot 2023-09-21 165801.png

 

Second screen: I can see this special case as one of the 4 deals. 

But those cases involve:

pending - other stuff - sent - signed

other stuff - pending - sent -signed

 

Screenshot 2023-09-21 165902.png

 

Third screen: The case I wanted to see is missing. 
The 5 in the end would represent sent - sent - signed. 

But sent - pending - sent - signed is not possible.

0 Upvotes