Funnel View Report for Custom Contact Field

kristen_sb

HubSpot's Lifecycle is incredibly limited - we don't run our business against these very general and limited value. 

 

We have a custom field we have created for our own marketing lifecycle and use automation to set this field value based on different criteria. Coming from Marketo, where I could create my own funnel versus being locked into an existing one, I would expect a company as innovative as HubSpot to have figured this one out. 

 

We need to be able to create funnel views on dashboards using custom contact fields. Currently this funnel view is locked into HubSpot standard values. Minimally we should be able to see how many contacts are in what stage of our funnel in this view and also the rate that leads are moving to the next stage.

HubSpot updates
Status updated to: Not Currently Planned
Apr 13, 2020

Hi everyone,


My name is Davis and I'm the product manager for marketing reporting and attribution at HubSpot.
At this time there are no plans to develop this idea. We are not writing this idea off entirely - our team is working on a number of other features and improvements at the moment. 

Sincerely,

Davis

26 Replies
HHunt1
Member

I'd like a similar upgrade to the funnel reports. We have a customer property of 'enquiry date' in our deals. 

 

We need to be able to filter by that, rather than create date which is the only way of reporting by date at the moment.

ksiitsman
Member

I am adding my vote on this - I am stunned that it's not possible to use custom lifecycle stages in funnel reporting - it basically means there is no real purpose for the custom lifecycle stage (this option shouldn´t be offered as an alternative to Hubspot lfecycle stages as it beats the purpose when you can't report based on it).

 

Please re-think this as im not sure if Hubspot is the correct tools for us otherwise.

 

 

KStockdale
Participant

I would love this! 

 

Struggle with turning off all elements of automation with the Hubspot lifecycle stages. Would be great if we could build our own version of a funnel report.

aureliengd
Member

100% needed.

 

We also use our own funnel, both for acquisition and retention.

 

We need to be able to organise our campaigns against them, as well as to do our reports around our own values.

 

It should be easy to set the steps of a funnel based on the value of some field.

KTravison
Member | Gold Partner

I agree that building funnel reports and conversion data off of more than just the lifecycle stages is crucial. Especially for Enterprises with long buying cycles, because within each stage, there are multiple touchpoints, and being able to see what's working and what's not at a high level in order to dig deeper is so important. At the very least, being able to better visualize a customized funnel report with conversion rates in HubSpot as something other than just contact count or a bar graph would be fantastic.

 

Additionally, being able to build out a custom channel sources report by lifecycle stage would be fantastic. I have spent so many hours over the years recreating the traffic analytics report in a spreadsheet and manually pulling the data from filtered lists because seeing that source information in one place is so valuable but it's based on contacts who could be anything from spam to internal contacts rather than lifecycle stages.

 

With regard to the limitation of the lifecycle stages themselves, I have had a conversation with so many agency partners that HubSpot's default stages are not helpful for sales teams. As someone above noted, PQLs are something that HubSpot itself identified in 2018 as being a separate segment and stage from MQL or SQL: https://blog.hubspot.com/sales/pql and very important.

daniraper
Participant

I completely agree. We also have our own/custom lifecycle stage field and we also need to see how these are moving through the funnel, conversion rates, etc.