Dashboards & Reporting

blackbearmedia
メンバー

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

解決

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?

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Bryantworks
解決策
キーアドバイザー | Diamond Partner
キーアドバイザー | Diamond Partner

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

解決

Hey @blackbearmedia 

 

Are you looking for something like the following?

 

Test1.pngTest2.png

 

Chris Bryant | Your Dedicated HubSpot Expert

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Bryantworks
解決策
キーアドバイザー | Diamond Partner
キーアドバイザー | Diamond Partner

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

解決

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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10件の返信
kallen
参加者

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

解決

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 いいね!
Bryantworks
解決策
キーアドバイザー | Diamond Partner
キーアドバイザー | Diamond Partner

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

解決

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
MBrunelWalker
参加者

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

解決

You would honestly think in this day and age that Hubspot would have sme of these basics figured out ... 

 

0 いいね!
Bryantworks
解決策
キーアドバイザー | Diamond Partner
キーアドバイザー | Diamond Partner

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

解決

Hey @blackbearmedia 

 

Are you looking for something like the following?

 

Test1.pngTest2.png

 

Chris Bryant | Your Dedicated HubSpot Expert
0 いいね!
kallen
参加者

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

解決

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?

sfiorenzo
参加者

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

解決

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
投稿者

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

解決

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

blackbearmedia
メンバー

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

解決

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 いいね!
Bryantworks
キーアドバイザー | Diamond Partner
キーアドバイザー | Diamond Partner

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

解決

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 いいね!
blackbearmedia
メンバー

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

解決

Gotcha. Thank you very much!