Deal stage comparison report

[katherineladue]

We have a client who has two pipelines - Sales and Customer Success. When a deal reaches closed/won on the Sales pipeline, a new deal is auto-created on the Customer Success pipeline and assigned to a CSM team member. The deal owner from the Sales deal is copied over into a custom user property on the Customer Success deal so they still get credit.

In the Customer pipeline, closed/won actually means that they've churned as a customer. We're trying to report on the number of deals that get created on the Customer Success pipeline that don't end up closed won, PER Account Executive (custom user property, not the assigned owner).

It would be great if we could get a percentage of the deals that are still open vs. total deals that were created per AE, or the percentage of deals closed vs. total per AE. 

How would you do this in HubSpot? 

[MiaSrebrnjak]

Hi @katherineladue,

Thank you for reaching out to the Community!

I wanted to tag in a couple of subject matter experts to see if they have any input on this matter:

Hi @HubDoPete, @Phil_Vallender, @ChristinaKay, do you have any advice for @katherineladue? Thank you!

Cheers
Mia, Community Team