Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
We're B2B and this type of report is essential to show us how many/which companies are progressing through our funnel. Without it, we're reliant on contact-based lifecycle which just doesn't give an accurate insight into number of MQLs/SQLs/Opps on a company level.
We are even considering switching to a different reporting provider because this report is not available. We are also not able of coming up with a workaround for tracking this.
Tracking contact based is super unreliable and right now there is now metric for our entire Business Development Unit
I am trying to create a report (preferably a funnel) to show movement from our inactive pipeline to active pipeline - it is for one of our staffs KPIS - i need to see conversion rate of deals that were/have been sent to inactives (this is where we hold our deals that we do not think we are going to win and our Client Development manager networks with clients to try and make them active/orders again
)
basically "if ever has been inactive pipeline" and "is now active pipeline" in the last 365 days
I am in the builder for funnel reports and it is only possible to use one pipeline for funnel reports
so please upvote and share so we can report/show conversion rates between pipelines and other properties and not only deal stages
Absolutely agree! In B2B I'm not interested in how many contacts are in each stage of the funnel, I need to know count of companies at a glance! I am very surprised this isn't available.
100% agree this is necessary for companies doing B2B marketing. Only seeing how contacts progress through the funnel doesn't give us an accurate depiction of how individual companies are moving through the funnel. Hope to see this option come through soon!
This is so critical for B2B which surely makes up a substantial portion of Hubspot customers. Where there are a large number of decision makers, influencers and long sales cycles, tracking progression of Contacts is useless.
We need to track Companies and how fast THE COMPANY moves through lifecycles stages, as well as other important stats. Our Monthly, quarterly and yearly reporting and the amount of manual mucking required to get simple information is beyond painful. PLEASE consider adding this.