Is there a report for a funnel based on lead status?

SOLVE
blackbearmedia
Member

I have a client that would be using the custom values in the lead status field. Is there a way to view the contacts in a funnel or graph based on the lead status instead of lifecycle?

 

Just like Contact Lifecycle Funnel, but for lead status?

2 Accepted solutions

Accepted Solutions
Bryantworks
Solution
Key Advisor

Hey @blackbearmedia 

 

Are you looking for something like the following?

 

Test1.pngTest2.png

 

Chris Bryant | Your Dedicated HubSpot Expert

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0 Upvotes
Bryantworks
Solution
Key Advisor

Hey @kallen, unfortunately not.  These "Funnel" reports are only for lifecycle or deal stages, you can't yet add lead status to these types of reports.

Chris Bryant | Your Dedicated HubSpot Expert

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9 Replies 9
Bryantworks
Solution
Key Advisor

Hey @blackbearmedia 

 

Are you looking for something like the following?

 

Test1.pngTest2.png

 

Chris Bryant | Your Dedicated HubSpot Expert

View solution in original post

0 Upvotes
blackbearmedia
Member

Yeah, that looks like it would be perfect. Is this a featured that would have to be upgraded for? It looks like a custom report?

0 Upvotes
Bryantworks
Key Advisor

You're correct that is a custom report, I don't believe there is a native report in HubSpot for this.

Chris Bryant | Your Dedicated HubSpot Expert
0 Upvotes
blackbearmedia
Member

Gotcha. Thank you very much!

sfiorenzo
Participant

Is there a way to add next step conversion funnel to lead status like there is in this pre-built example?

 example in hubspotexample in hubspot

olimottola
Contributor

I'm having the same issue, I would like to build a conversion funnel for the lead status property

kallen
Participant

I am looking for something similar to your report example, only I want to see changes in lead status counts over time -- by contact owner. Any suggestions?

0 Upvotes
Bryantworks
Solution
Key Advisor

Hey @kallen, unfortunately not.  These "Funnel" reports are only for lifecycle or deal stages, you can't yet add lead status to these types of reports.

Chris Bryant | Your Dedicated HubSpot Expert

View solution in original post

kallen
Participant

Based on my research, that's what I have gathered. Thanks for confirming, Chris. Hopefully we will see improvements in this area in the future.

0 Upvotes