HubSpot Ideas

ErinHertz

Group Outcomes/Properties in Reports

Being in the wedding industry, we have several outcomes for "Lead Status" that could all mean Closed Won - Booked, Postponed, Completed. In order to calculate our sales conversions, we have to do each one of these seperately. It would be ideal if we could group these three in the convsion report in order to get an easier and quicker view of their overall conversion of Closed Won contacts.

1 Reply
HBruce
Contributor

This is a MUST HAVE for us! We have multiple brands and Pipelines and trying to look at the count of the deal stages at group level is impossible. We have to do this per pipeline . If we are able to group each stage together, we will be able to see the numbers for Closed Won more easily. 

 

Has anyone looked into this?