Deal funnel with all stages - can't see conversion rate between stages

[Lmiller12]

Hello,

We want better to understand our conversion rate within our pipelines between stages. However, the "Deal Funnel" report under sales analytics doesn't seem to pull accurate data or give us a conversion rate of % between the stages. We have tried changing filters and properties and don't see a change. I'm hoping this ends up being a silly question but looking for support to see how we can get the conversion rate between each stage within our pipelines.

The data we are pulling doesn't add up right either with the count of deals within the pipeline we have selected. It is very far off. Is there something we are doing wrong here?

Here is the report in our Hubspot account for reference. A screenshot is below:

[Lmiller12]

Karsten - thank you for your quick response. That was my sneaking suspicion, which explains a lot. Appreciate your help! 🙂 

[karstenkoehler · Accepted solution]

Hi @Lmiller12,

Funnel reports behave in a specific way which is explained here: https://knowledge.hubspot.com/reports/differences-between-funnel-reports-types

The issue you're probably running into is that with the option "Show deals that have gone through all stages", HubSpot is excluding deals from the report that have skipped a stage.

You would either have to change that report setting from "all" to "any" and/or make sure that deals go through all stages, not skipping any.

(HubSpot can only calculate the conversion rate between stages if a deal was actually in that stage. If a deal skips a stage, HubSpot will exclude that deal as it can't calculate a conversion rate from/to a stage that a deal was never in.)

Let me know if you have any follow-up questions!