Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Company funnel builder is now in private beta for all pro-tier HubSpot portals!
You can reach out to support, your success manager, or any point of contact to request access. If you are an admin, you can also ungate your portal by following these instructions.
We are currently doing technical diligence on a company funnel builder. We will keep you all posted if (and when) this is ready for a customer-facing beta.
Hello! I wanted to let you all know that this is on our roadmap for 2023. Right now, we are continuing to invest in a new backend system that will power a number of new report types, including the ability to create a funnel report using the company object's lifecycle stage property. We will update this post when it goes into beta and when we release it to customers.
Hi, @V-Marketer! We don't have a tag for "in deveopment" but I wanted to clarify that "being reviewed" is about the closest tag we have for that.
We are actively rebuilding our funnel builder framework. This will eventually allow you to create company lifecycle funnels, ticket funnels, and to "set" moving through a stage as optional.
We are taking an interative approach to this and will update this idea when we are in beta.
Thank you all for the input and for sharing specific use cases. The product team is currently reviewing this concept as we look to improve funnel reporting functionality in 2020. In the meantime, please don't hesitate to share additional use cases for company lifecycle funnels or other company-focused funnels. We will update the Idea status as soon as we know more.
Is there any update on this please? We are a B2B SaaS and therefore use Companies as our primary source of data about our prospects and funnel. The lack of companies based reporting is a huge gap right now.
We write account status to a custom field on the company and then use that to guide our lifecycle. We would like to use that field to drive a funnel report for conversion reporting.
I was super disappointed to find this missing when I went to look for it. As countless people have said here, this really is a no-brainer for B2B and specifically for companies practising ABM.
I guess I'm going to have a crack at setting this up manually somehow and reporting on it externally. Pretty sad really.
As an Enterprise HubSpot customer, along with all others in this idea thread, this functionality is an absolute required reporting tool for our company (and truly would be for any company... it is an elementary reporting format that ALL SALES AND MARKETING has been utilizing and report on for decades, if not longer).
Reporting on contacts is not at all effective for a true representation of the new business developed within a period of time. We have to be able to see this data from a company perspective as well as from a contact perspective (in a separate report which already exists). Contact-based funnels are for reporting on lead-gen KPIs. Company-based funnels are for reporting on sales, business development, new business, etc. which is WAY MORE IMPORTANT than contact-based funnels (and I am in Marketing. Marketing needs to show success as it relates to developing new business (companies) in whatever fashion).
At a minimum, we need to see how many accounts (company-based) ever entered the company lifecycle stage of Lead and then made their way through the other company lifecycle stages to customer (or lost) so that we can truly see our success. If we look at this by contact and we have multiple contacts for one single company (which we do for all companies) the totals are of no use when looking at our new business data to track the success or lack thereof.
This is a must and does not make sense why it isn't developed and/or in-development.
Hi, @V-Marketer! We don't have a tag for "in deveopment" but I wanted to clarify that "being reviewed" is about the closest tag we have for that.
We are actively rebuilding our funnel builder framework. This will eventually allow you to create company lifecycle funnels, ticket funnels, and to "set" moving through a stage as optional.
We are taking an interative approach to this and will update this idea when we are in beta.
As a workaround, I made a cumulative graph over a period of time. On the X-axis- The company create date On the Y axis- The Company count Broken down by company's lifecycle stage.
That was not accurate, but a good workaround if I want to see how my companies have progressed over a period of time.
I am hoping HubSpot will create this feature ASAP.
Glad to see this is being reviewed! As a B2B company, a company-based lifecycle stage would be very useful for us. Would love to participate in the beta when it's ready!
Hello! I wanted to let you all know that this is on our roadmap for 2023. Right now, we are continuing to invest in a new backend system that will power a number of new report types, including the ability to create a funnel report using the company object's lifecycle stage property. We will update this post when it goes into beta and when we release it to customers.
para cualquier organización es crucial conocer el avance de su cartera de empresa por el funnel de etapas del ciclo de vida que haya diseñado. Es importantísimo saber cuántas empresas tengo en cada etapa hoy en comparación con otro momento, cuántas empresas avanzaron a la etapa "x" la semana pasada o cuánto tiempo pasan las empresas en cada etapa del ciclo de vida de las empresas. ¿Cómo si no vamos a identificar dónde están los problemas? ¿Hacia dónde dirigir más esfuerzos o recursos?
En B2B tenemos muchos contactos por cada empresa y cambiarles a todos de etapa no es cualitativo ni tiene sentido.
Por favor, ¿Cuándo podemos contar con este tipo de embudo?
Hey everyone and great to see that this is in progress @dmastin
This is a huge gap for ABM projects and those clients of mine with an account-centric focus.
I appreciate this may not be possible at this stage, but if there is a timeline it would be great to know.
I have created workarounds to enable this at a Contact level without throwing off the conversion rates where multiple contacts are associated to Deals (reach out if you want to learn how), but it would be so ideal if this and many other of the reporting features available at the Contact/Deal level were available for Companies too, particularly ther very exciting new Conversion Journey reports!
Excited to see these funnel reports coming to Tickets in the near future too!
As a B2B company, this is very important for us. Want to track SQL to Won rate (not on contact level since this will gives a distorted number due the fact that companies can have multiple contacts).
