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.
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.
