Include Conversion Rates in the Deal Stage Report Like In The Funnel Report...

It would be nice to see conversion rate data (like you can in the Funnel Reports) of all deal stages even when a deal skips a stage. 

 

Almost every sales organization I've been a part of has deals that will go from stage 1 to stage 3 or later, and skip stage 2 for one reason or another. In cases like these, it should still be counted as a conversion from stage 2 to 3 even though it was not "placed" in stage 2.  

 

 

32 Replies
Occasional Contributor

HS Support asked me to post my solution here. 

 

Setting up a dashboard like this like this worked for me.

 

Displaying:

Entered stage (date)

 Measured by:

Count of deals

 

You could do this for different deal stages and also change the frequency to for example "Weekly", to visualize weekly results.

 

Funnel dash.png

 

It still doesn't calculate the conversions rates, but it's the only sufficient way to track deal stage progress. 

New Contributor

Agree 100%. The funnel report is basically useless. Most deals do not go through each and every stage of the pipeline.

Occasional Contributor

I've voted everywhere I can see for this topic.  It seems like a lost opportunity to omit conversion rates for deals hitting "any" stage.

New Contributor

This feature is super helpful as not all deal go through the different stages on a linear fashion to be lost or won. 

Regular Contributor

100% agree. 

New Contributor

100% agree this is so important and would make all my clients so happy. I work with many different companies using Hubspot and they all ask for the same thing. I train them on how to click on EVERY stage to get the funnel conversion rates showing but inevitably someone misses one and throws things out. It doesn't need to be complicated. Just allow users to confirm if a stage is skipped, it should still count in the conversion. Thank you. Hubspot is great!

New Contributor

This is a crucial feature and I'm quite surprised it is not yet implemented. It is extremely common for prospects to skip deal stages so it's super frustrating we are not able to calculate conversion rates just because a stage is skipped. Not being able to deliver accurate numbers for my organization makes it impossible for me to do my job.  Smiley Frustrated

 

I look forward to this oversight being reconciled as soon as possible. 

 

Thanks very much!!

Occasional Contributor

UP ! Needed ;-) 

New Contributor

Any momentum on this yet?

Regular Contributor

Hi Hubspot! Please give us an update on this feature. Absolutely need to see what our conversion rate is like, even when deal stages are skipped (which happens a lot) our old more simple CRM system gave us that number no problem. Please help.

HubSpot Product Team
HubSpot Product Team
updated to: In Planning

We are currently investigating ways to improve funnel reports to provide additional conversion insights including stage skipping.

Advisor

Much needed. Glad it's getting looked at now. This is a pain point for all CRM / Sales users.