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.
Conversion rate reporting means nothing on the contact level - reaaalllllly need this functionality on the Company object.
If anyone has any workarounds, please let me know!
I've tried a few things, e.g. Association label reporting to limit 1 contact per account, but this Association label reporting isn't possible using Funnel type. I've tried creating a list of Primary Contacts - this isn't possible either.
Running out of ideas here - such a simple problem that we aren't able to solve for.
Have you tried creating a unique field for a company, say “primary contact” and assigning a contact from each company. So long as your contacts lifecycle stage mimic your company’s lifecycle stages you can run a report on the unique field based on the contacts lc stage.
This is the single biggest challenge to our reporting. We've had to build, test, and rework countless workflows and lead statuses just avoid simple conflicts between marketing, pre-sales, and sales. How this isn't an out-of-the-box feature is baffling.
Until this simple funnel is implemented, HubSpot is very difficult to recommend for a B2B company. HubSpot is really B2C software, but without the e-Commerce functionality of Shopify.
Conversion rate reporting means nothing on the contact level - really need this functionality on the Company object.
As a B2B company, this is very important for us. All our workflows run on Companies only & not contacts.
We are using Hubspot from last 2 years and still awaiting the Conversion reporting. This is really frustrating, so we are planning to move to Salesforce due to unavailability of B2B functionality
It uses a custom code action in a workflow to identify one contact from a given company that would be included in the Contact funnel report. Then you get a kind of company-level report, and all the conversion & volume metrics available at hand
Still, keeping my fingers crossed to have an integrated solution built in and available directly in HubSpot
Just spent the morning trying to build a report that shows how our account-based marketing is going.
Absolute. Nightmare.
This is so so basic, it would help every single B2B HubSpot customer in a huge way, and it would drastically cut down on the amount of workflows and properties we need to just report on this. If another CRM company called me tomorrow and told me they had this feature, I'd be very hard-pressed not to snap it up instantly.
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.
Great to hear! Do any other company-centric reporting / organisational features appear on any of the product roadmaps? We're holding off on a potential CRM switch until we see what drops from HS before XMas.
Hi all! It appears this guy has a workaround for us but I'm having trouble following the YouTube video. If anyone can figure it out, can you post a better breakdown of the steps here? Figured that will help us all! Thanks!
Hi @katelynstoll, glad you like my concept for the lifecycles stage reporting for companies! The link to the custom code in python that you add as a step in a workflow is actually mentioned in the video description.
