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
WisseKempenaer
Member

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. 

DouglasW
Participant

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

jlyman
Participant

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.

Starik70
Member

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

revilo
Member

100% agree. 

Joshbonga
Member

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!

msellyn
Member

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!!

AndreaBalducci
Participant

UP ! Needed 😉 

tmala
Member

Any momentum on this yet?

graceotaiza
Participant

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.

Status updated to: In Planning
rok
HubSpot Product Team
HubSpot Product Team

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

HubSpotMaster
Key Advisor | Platinum Partner

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

GregZ
Member

+1 on this.  some deals move faster than others and don't need to pass through every stage in order to be counted in the overall conversion.  We NEED this feature.

AstridvanDam
Participant

This would be a great added value!

NicoleT
Participant

Desperately need this. Without it, funnel reports are useless and we're stuck with manual excel reporting.

NKnudsen
Member

This is crucial, hoping to get this soon 🙏

BrianSkov_WUD
Contributor

I have submitted a report ideas for this. 
We absolutely need a simple pipeline conversion rate report ASAP.
Please up-vote here: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-performance-report-conversion-rate/idi-p/469...

Thanks

MReutter
Member

I can't believe that this feature is not available yet. This is so important to get insights of the conversionrate through the funnel even if a stage is skipped.