Company Lifecycle Funnel report

ScottH

Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).

88 Replies
YiRui_Chua
HubSpot Employee

Hi team,

Commenting for a customer here.

Don't see why we don't allow custom funnel reports for companies! Would be great i we can get this implemented!

Hoping for an update (:

Best Regards,

Yi Rui

jdaly123
Participant

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.

WIhle
Member

Most important feature missing. 

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

AlexandraM
Member

Dear Hubspot team, looking forward to an update on this.

IKurz
Member

+1

BPester
Participant

lovely idea 🙌

 

also... 

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 

BPester_0-1631872202078.png

 

 )

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 

BPester_1-1631872202080.png

 

 so please upvote and share so we can report/show conversion rates between pipelines and other properties and not only deal stages

BPester_2-1631872202080.png

 

lyndseyom
Member

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.

AstridvanDam
Participant

We would value funnels on company level as well!