HubSpot Ideas

rossfruin

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.  

 

 

Atualizações da HubSpot
Status atualizado para: In Planning
April 09, 2020 11:18 AM

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
April 20, 2018 12:02 PM

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

Status atualizado para: Idea Submitted
September 20, 2017 09:04 AM

Status atualizado para: Needs Detail
April 28, 2017 08:22 AM

44 Comentários
Status atualizado para: Needs Detail
AnnaPerko
Equipe de Produto da HubSpot
 
csutherland
Membro

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
Membro

This would be really useful to us!

meabeln
Membro

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
Membro

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
Membro

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

kpit
Membro

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

andrewsc07
Membro

This would be an extremely useful feature for tracking our deals

mollyf
Membro

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
Membro

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 triste

NigelPlum
Membro

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
Não aplicável

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

Status atualizado para: Idea Submitted
roisinkirby
Equipe de Produto da HubSpot
 
Yazz
Top colaborador(a)

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
Membro

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

Status atualizado para: In Planning
AnnaPerko
Equipe de Produto da HubSpot

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

Anonymous
Não aplicável

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

Yazz
Top colaborador(a)

@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
Participante

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
Colaborador(a)

Yes! Please!