Funnel report empty

[TheAki]

Hi,

I am creating a funnel report with the contact going through lifecycle stages, but for some reason it says there is no data:

[SBrown62 · Accepted solution]

Hi,

If your funnel report is showing "no data," here are a few things to check:

1. Lifecycle Stage History: Funnel reports depend on historical data. Make sure your contacts have actually moved through different lifecycle stages. You can check a contact's property history to confirm.

2. Date Filters: Ensure the report's date range covers the time when contacts were actively progressing through stages. Try expanding the date range just to be sure.

3. Filters in the Report: Double-check if there are any filters applied that might be excluding your data (e.g., contact owner, source, custom properties).

4. Contact Property Sync: If you recently started tracking lifecycle stages, historical data might not be available for reporting yet.

5. Use of Static vs. Dynamic Lists: If you're filtering contacts through lists, make sure they're set up correctly and include contacts that meet the criteria.

If everything seems fine and you're still not seeing data, it could be a sync or reporting issue. In that case, try rebuilding the report or reach out to HubSpot Support for deeper technical help.

Let me know if you’d like help walking through any of these steps!

[karstenkoehler · Accepted solution]

Hi @TheAki,

Two common reasons here:

• When adding the stage filters, HubSpot shows the company lifecycle stage filters first, and only after scrolling down it'll show the contact lifecycle stage filters. If you're building a contact funnel report and are accidentally filtering for company lifecycle stage, that would explain it. Remove the filters again, re-add it and make sure it's the contact lifecycle stage filters.
  
• The report filters by the date range and contacts entering the first stage you defined. Any contacts that skipped MQL or entered a previous stage would not show – only those that entered MQL this month. Can you confirm that there are contacts that meet these criteria?

Best regards

[Jigar_Thakker · Accepted solution]

Hi @TheAki,

To make sure you see funnel movement, you need to have historical data of life cycle stage changes, if the contacts are recently added and are in lead stage or below, you won’t see the data in the funnel. 

If that’s sorted, you have contacts that moved from MQL > SQL > so on.., make sure of these:

Kindly check if contacts with the given life cycle stages in CRM (MQL and above) are present currently.

Contacts >> Advanced filters >> lifecycle stage in any of MQL, SQL, etc..

Also update the date range to see if it makes any difference.

Usually most contacts are in the lead stage, until a workflow or conditions are explicitly implemented to move lifecycle stages.

Here’s how you can move Lifecycle Stages: https://knowledge.hubspot.com/records/use-lifecycle-stages

If this helps, feel free to mark it as the solution ✔️ and give it an upvote 👍 !

[TheAki]

Hi @Jigar_Thakker 

When a lead fills a form, I automatically set them as Marketing Qualified Lead or Unqualified Lead. So this is not an issue.

[karstenkoehler · Accepted solution]

Hi @TheAki,

Two common reasons here:

• When adding the stage filters, HubSpot shows the company lifecycle stage filters first, and only after scrolling down it'll show the contact lifecycle stage filters. If you're building a contact funnel report and are accidentally filtering for company lifecycle stage, that would explain it. Remove the filters again, re-add it and make sure it's the contact lifecycle stage filters.
  
• The report filters by the date range and contacts entering the first stage you defined. Any contacts that skipped MQL or entered a previous stage would not show – only those that entered MQL this month. Can you confirm that there are contacts that meet these criteria?

Best regards

[TheAki]

Hi @karstenkoehler ,

Yes, this was the issue. I choose company instead of contact lifecycle stage. Thank you.

[SBrown62 · Accepted solution]

Hi,

If your funnel report is showing "no data," here are a few things to check:

1. Lifecycle Stage History: Funnel reports depend on historical data. Make sure your contacts have actually moved through different lifecycle stages. You can check a contact's property history to confirm.

2. Date Filters: Ensure the report's date range covers the time when contacts were actively progressing through stages. Try expanding the date range just to be sure.

3. Filters in the Report: Double-check if there are any filters applied that might be excluding your data (e.g., contact owner, source, custom properties).

4. Contact Property Sync: If you recently started tracking lifecycle stages, historical data might not be available for reporting yet.

5. Use of Static vs. Dynamic Lists: If you're filtering contacts through lists, make sure they're set up correctly and include contacts that meet the criteria.

If everything seems fine and you're still not seeing data, it could be a sync or reporting issue. In that case, try rebuilding the report or reach out to HubSpot Support for deeper technical help.

Let me know if you’d like help walking through any of these steps!