HubSpot Ideas

DTadd1

Custom object pipelines need a funnel report

Currently you can create a custom pipeline for a custom object and view/change your stages via a board like deals. We should also be able to create funnel reports (such as default reports available for the deal board).

 

This would be extremely helpful. We use both deals and custom objects to track sales progress. Deals and our Custom Object have different stages, but are associated with each other. We'd like to see a conversion rate between custom object pipeline stages and currently there isn't a report that makes that possible.

 

This is the report type we need for custom object pipelines:

DTadd1_0-1638898006857.png

 

17 Comentários
Jon-RevenueOps
Colaborador(a) | Parceiro Ouro

I've been using custom objects for a few of my clients to manage life of a contract after the sales process. Seeing a funnel view would be fantastic. 

rvzello
Colaborador(a)

We use custom objects to represent product and have pipeline associated with product engagement level. It's nice to have the pipeline but being able to build a funnel report based on it is really needed.

SCarroll4
Membro

We use custom object heavily. The lack of support towards things like funnel reports is pretty disapointing. Funnel reporting should be the absolute minuium provided for Custom Objects.  

Ellesyanna
Colaborador(a) | Parceiro Diamante

This is very much needed. I would definitely need all functionalities associated with a deal pipeline, without it being deals. So we can also manage which properties are required when moving a record from one stage to another

HubSpotMaster
Conselheiro(a) de destaque | Parceiro Diamante

Yes - Pipeline should replicate all features of normal pipelines

Emily-Ryan
Membro

Yes please!

TJelsma
Participante | Parceiro Platinum

+1 Yes needed

Lofman
Membro | Parceiro Platinum

This would make reporting on a custom object so much easier!

Jenny26
Top colaborador(a)

This would be so helpful!

ThaisCampbell
HubSpot Employee

Good idea! 

LudmillaGarcia
HubSpot Employee

that would be great 

ILouise
Membro

Isso seria um ganho para nossa operação!

CHarro
Membro

This would be really great, and it would be awesome to get time-tracking capabilities for custom objects as well -- conversion rates and stage speeds are important for processes other than just revenue generation.

JBooth3
Participante

This is really needed -  the ability to do everything with a custom object pipeline that you can with a Deal pipeline - in particular create reports like this one from analytics for custom objects would really help to track Customer health over time.

 

Screenshot 2023-08-08 at 12.32.32 pm.png

Simzie
Membro

It would be great if we can have this feature out asap as it creates difficulties tracking historical data, given the many reports we can create using the Hubspot CRM.

 

- Also good to have tracking properties and their changes for custom objects as well

Emily-Ryan
Membro

+1 please!

SaritaUrban
Participante

Super idea! Please develop!