Dashboards & Reporting

SLancaster3
Member

Deal stages in wrong order on report

Hi, our Deal Stages appear to be in the right order in HubSpot however when I generate a Forecast Report by Deal Stage they are in wrong order.  Any ideas?  TIA

6 Replies 6
SLancaster3
Member

Deal stages in wrong order on report

Sorted it now thanks, I had Sort dropdown set to Label rather than Display Order.  Just getting the hang of it. 

BCapewell
Contributor

Deal stages in wrong order on report

Perfect, best of luck. The HubSpot community is incredible. It helped me out when I was getting started!
BCapewell
Contributor

Deal stages in wrong order on report

@SLancaster3 ,

 

There are two options when you are in the forecast view. Forecast Category and Deal Stage, make sure you have the "Deal Stage" Selected. You should see your own deal stages broken into forecasts at this point. 

 

Screenshot 2022-08-03 131624.png

Jnix284
Hall of Famer | Elite Partner
Hall of Famer | Elite Partner

Deal stages in wrong order on report

@SLancaster3 what are the settings/criteria for your report?

 

Are you using the Funnels report builder, or did you create your own?

Jnix284_0-1659547453466.png

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

0 Upvotes
SLancaster3
Member

Deal stages in wrong order on report

Created my own using Custom Builder.
Jnix284
Hall of Famer | Elite Partner
Hall of Famer | Elite Partner

Deal stages in wrong order on report

Can you share the properties you're using and how you're visualizing, plus filters, but based on previous experience they are displaying out of order because the count or other metric is ranking them from high to low or vice versa.


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin