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?
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
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