Dashboards & Reporting

LStrabelli
Contributor

Help with Custom Report on Conversion (Won and Lost)

SOLVE

Hello! I'm trying to build a conversion report from SQL to Lost, however our Funnels reports don't allow me to further customise (breakdown ICP, Internal Region, multiple pipelines or plan etc). Is there a way of "custom build" a conversion report like the funnel?

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Help with Custom Report on Conversion (Won and Lost)

SOLVE

Hi @LStrabelli,

 

Funnel reports don't have this level of customization – for example, if you'd like to break down the SQL slice / bar of the report into region.

 

If you want to have this perspective, you need to filter the entire report by this criterion and create a separate report for each variant, e.g. a funnel report for region A, another report for region B and so on.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Help with Custom Report on Conversion (Won and Lost)

SOLVE

Hi @LStrabelli,

 

Funnel reports don't have this level of customization – for example, if you'd like to break down the SQL slice / bar of the report into region.

 

If you want to have this perspective, you need to filter the entire report by this criterion and create a separate report for each variant, e.g. a funnel report for region A, another report for region B and so on.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.