Dashboards & Reporting

CCzachur
Participant

How to create a complete funnel report?

SOLVE

We are trying out the new funnel report and have a significant issue with how the functionality changed from the legacy version. In order to understand the funnel conversion between stages, we need to create multiple funnels depending on final resolution (meaning won versus lost or passed). There is not a lot of value for us to have to review and manually combine the values between all three closed stages. Is there any way to create an all closed option to allow for more comprehensive reporting? We could build a filter on the final resolution. 

 

Any help would be appreciated. 

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1 Accepted solution
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

How to create a complete funnel report?

SOLVE

Hi @CCzachur,

 

Potentially this doesn't solve your issue, but if you make your Closed Won stage optional it will allow you to create a report that shows the final resolution of the deals and their correlating percentage.  

Josh_0-1723492265126.png

Does this resolve the issue?

 

Josh

 

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

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1 Reply 1
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

How to create a complete funnel report?

SOLVE

Hi @CCzachur,

 

Potentially this doesn't solve your issue, but if you make your Closed Won stage optional it will allow you to create a report that shows the final resolution of the deals and their correlating percentage.  

Josh_0-1723492265126.png

Does this resolve the issue?

 

Josh

 

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

0 Upvotes