Dashboards & Reporting

srobin54
Participant

inaccurate number of deals per stage

SOLVE

Capture d'écran 2023-12-19 184540.png So i have created this report, which is a basic deal report. I m including all datas..it should represent all deals per stage.. which is not the case at all. By default i use a single deal per company..as a startup a deal for me is just to have them sign a 1st contract with us..so, a single deal = a single company. and i move them forward into my pipeline stage by stage.. my pipeline is rather detailled and i have companys (deals) in almost every stage of it..but the report despite taking all data and no other filters, only report a few at the beginning of my pipeline and nothing else, whereas it should report the number of deals per stage.. so how can i fix that ? (my lead idea is that i have to move the deal from each stage to the other stage by stage.. where as as of today i move them sometimes across multiple stage at the same time..) Any suggestion ? 

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

inaccurate number of deals per stage

SOLVE

Hi @srobin54,

 

What you're seeing is indeed due to skipped stages. This behavior is explained here: https://knowledge.hubspot.com/reports/differences-between-funnel-reports-types#contacts-or-deals-tha...

 

To see all deals, you would have to customize the report and change this dropdown from "all" to "any":

 

karstenkoehler_0-1703008745056.png

 

In Professional subscriptions, there is currently a BETA which also allows for a report that shows conversion rates and deals that skipped stages, see here: https://knowledge.hubspot.com/reports/create-new-custom-funnel-reports

 

Best regards!

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.

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

inaccurate number of deals per stage

SOLVE

Hi @srobin54,

 

What you're seeing is indeed due to skipped stages. This behavior is explained here: https://knowledge.hubspot.com/reports/differences-between-funnel-reports-types#contacts-or-deals-tha...

 

To see all deals, you would have to customize the report and change this dropdown from "all" to "any":

 

karstenkoehler_0-1703008745056.png

 

In Professional subscriptions, there is currently a BETA which also allows for a report that shows conversion rates and deals that skipped stages, see here: https://knowledge.hubspot.com/reports/create-new-custom-funnel-reports

 

Best regards!

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.