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

rossfruin

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.  

 

 

HubSpot updates
Status updated to: In Planning
Apr 9, 2020

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

Re: Include Conversion Rates in the Deal Stage Report Like In The Funnel Report... - changed to: In Planning
Apr 20, 2018

Thanks for all your comments and feedback. We are currently researching ways to improve analytics on Deal stage conversions & funnel reports. 

Status updated to: Idea Submitted
Sep 20, 2017

Status updated to: Needs Detail
Apr 28, 2017

38 Replies
Status updated to: Needs Detail
AnnaPerko
HubSpot Product Team
 
csutherland
Member

Completey agree for this need! Would be so helpful to see the conversion data for all deals and not just the ones that go throught the stages in order. 

pmorsch4
Member

This would be really useful to us!

meabeln
Member

I think this is crucial. It would be so helpful to see the conversion data for all deals and not just the ones that go throught the stages in order. 

cnissly
Member

The faster deals can get done the better (even if they skip stages)! Sometimes deals go back a stage and but still get closed. This would be extremely useful to our team. Hopefully your team agrees and can implement soon.

Courtneyb
Member

This would be very helpful. We need to see the conversion data for all deals!

kpit
Member

Please add this functionality - tracking deals no matter how they progress through stages would very helpful. Thanks!

andrewsc07
Member

This would be an extremely useful feature for tracking our deals

mollyf
Member

Please add this feature. Sales processes/stages are never the same for any client based on the environment, so adding flexibility would be very helpful to our internal team.

AndyP
Member

Umm. Yup.  This is a basic requirment of any type of pipeline/funnel forecasting and the present the linear path that assumes every deal stops at every station (and never goes back to the last station) is not practical.  When it comes to reconciling actuals every month this is the most painful part of being a Hubspot customer. Smiley Sad

NigelPlum
Member

I agree with the comments above.  To call it a "feature" is a misnomer...its a basic requirement of a funnel report.    Hubspot please add!

Anonymous
Not applicable

What detail is needed - what information is needed to move this forward?

Status updated to: Idea Submitted
roisinkirby
HubSpot Product Team
 
Yazz
Top Contributor

Just had my Sales VP come into my office and ask for the same and I was shocked to find out it's not possible. It's actually quite absurd that you cannot view the one thing that we all want to see: ROI. Why does my Deal have to follow this specific order? It seems as if the algorithm was too hard to figure out and they just ran with this sequential order instead. Problems such as these really deduct from HubSpot's inbound methodology.

 

If I had to pick what I would want to know from these reports, I'd list the following:

 

1. How many Leads, MQLs, and SQLs did I get this month with a conversion rate of the Lifecycle Stage

2. Of those contacts, how many had a Deal created within this month, how many Deals per contact, what Deal Stage are these Deals currently in and what is the conversion rate of said Deals

 

It doesn't have to be in a fancy dashboard widget, I will be okay with a table view. Just give me the data.

 

MireilleWathes
Member

This would be extremely helpful as it's almost impossible now to give accurate numbers.

Status updated to: In Planning
AnnaPerko
HubSpot Product Team

Thanks for all your comments and feedback. We are currently researching ways to improve analytics on Deal stage conversions & funnel reports. 

Anonymous
Not applicable

@AnnaPerko Please let me know if you need any additional feedback, we would love to help out!

Yazz
Top Contributor

@AnnaPerko

Hey Anna, do you have a status update on this project? I'd love to know if we are going to see a funnel report for Deals that do not follow a sequential order. We desperately need this report.

trudy
Participant

I think this is absolutely necessary as well. This is a fundamental feature of sales reporting. Please let me know if there are any questions about how this would be used, I'm happy to provide color.

RafiPN
Contributor

Yes! Please!