HubSpot Ideas

liangsj

Deal Funnel Report to Show Deal Amount

Hi Team, 

 

Submitting on behalf of customer 

 

Currently, the deal funnel report shows count of deals, can we also display deal amount instead? 

22 Replies
LenaZ
Member

Hello, have you found a solution yet? I would be aprissiate if someone could help me with creating this report

YHALLOSSERIE
Member

Hi,

 

Fully supporting this idea.

PLease could we get a funnel sorted by pahse an dcalculated in transaction amount

Thank you

ryan-cambium
Contributor

how is this not the default, let alone not possible to customize? Completely lame.

DSinclair
Member

This is a basic financial report and should be available

 

JCraft2
Member

This should be a default for pipeline management within a CRM.

TLDD
Member

Totaly aligned with previous comments and with this request. This is a must have for Sales management /financial reporting, it's a shame that we have to do it in Excel as we simply can't do it with Hubspot... how can deal # be the default Vs USD in a CRM?
Please let us know once/if some changes are considered here.
Thanks in advance.

LyndonW
Member

Please can this be made available. It's a very basic business conversion metric and should be a standard report

RDurrance
Participant

I agree as robust as HubSpot is I was shocked to find there aren't any out of the box funnels with deal amounts -only counts. This could be a show stopper with my company as we consider ditching our old CRM to move exclusively to HubSpot.  Our CRM system must support all the required board reports such that our executive team can see them at any time they want without manipulation or excel exports.  I would like to know if this gets put on the roadmap.

FKaukiainen
Member

Looking forward to see this implemented. Very basic feature that you would wish for them to already have implemented at this point.

FPalmisano
Contributor

This is really limiting. It would be great to have this implemented for a beter visualization of Deals progression.

tdavidson
HubSpot Moderator

+1

RobertColson
HubSpot Employee

+1 on behalf of my customer

RFindlay8
Member

Any news on this? Can we get an ETA for when it will be available? I struggle to understand why this isn't a standard report...... EVERY sales organization I've ever worked for wants to look at the VALUE of the funnel and not a simple deal count. It's a major gap in HubSpot capabilities.

EJantel
Member

+1

AHeilman
Member

+1 and agreed with the comments that "funnel management" should be part of an MVP for a CRM. HubSpot currently provides no way for a sales rep to manage their own funnel, they have to do it through multiple reports and deal 'summaries.'

davidrevis
Contributor

+1 for us too - seems like it should be basic functionality

MBiddle
Member

Supporting this, my MD has requested to see weighted amounts in each deal stage per month so he can forecast across the year

NWa
Member

+1 on this. This seems like very basic functionality so hopefully it can be added soon 

OMutluer
Member

+1

Waqyhussain
Member

+1 we'd love to have this functionality