Dashboards & Reporting

przemmaj
Participant

Deal stage funnel with deal totals and conversion rates - error

I tried to use this report from reports library but it reports only 1 won deal in the last year or in all data. I checked closing dates and sales pipelines are ok. What can be wrong that it is not reporting all deals? 

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natsumimori
Community Manager
Community Manager

Deal stage funnel with deal totals and conversion rates - error

Hi @przemmaj ,

 

Thank you for reaching out to the HubSpot Community.

Could you please share more details about your query such as :

  • The expected behaviour
  • The current behaviour
  • Screenshots

The more screenshots, details and information you can share, the better the Community can assist!

przemmaj
Participant

Deal stage funnel with deal totals and conversion rates - error

Hi, 

 

1. Current behaviour is that report does not include all deals closed in last year 

2. Expected behaviour: include all deals closed in the last yer. 

3. I'm not allowed to provide screenshots as those contains sensitive data. 

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natsumimori
Community Manager
Community Manager

Deal stage funnel with deal totals and conversion rates - error

Hi @przemmaj ,

 

Thank you for sharing.

For HubSpot Free CRM accounts, I'd recommend filtering with "Date range = Last year" as I captured in the screenshot. From what I tested, this was the closest we can get.

Reports.png

 

With paid subscription that comes with report customization (this requires Professional or above subscription), you can add "Close date = last year" and I think this is closer to your endgoal.

Report_Builder___HubSpot.png

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przemmaj
Participant

Deal stage funnel with deal totals and conversion rates - error

Yes fine but why it doesn't work? I understand that free is free but should free still work with the function it provides? 

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