Pipeline performance report (conversion rate)

BrianSkov_WUD

We are seriously missing a very basic report in the HubSpot dashboard. 

 

We need to see the success rate of a pipeline. % conversion to WON 

 

You have all the numbers at hand for one or multiple pipelines.
W = All deals in WON stages

L = All deals in LOST stages

N = L + W
Conversion rate = (W/N)*100 

 

Show this over time, by day, week, month, year or rolling days, you know how it goes.
And make it possible to group it by team, team member or source and more. 

 

I simply cannot comprehend how this does not already exist as a standard report.

 

Please up-vote, so we can get this basic report added ASAP!

HubSpot updates
6 Replies
JStapleton
Participant

Agreed - this is a very basic Sales Report that all businesses need access to. Upvoted!

BriDehlinger
Participant

This is such a vital piece of information in the "wheel" or funnel or whatever we are calling it these days. Marketing can't measure if the leads they gave Sales were any good if we don't have a conversion rate for pipelines. 

amandafann
Contributor

Adding my vote! 

 

Has anybody found a 3rd party integration to help do this? 

Lisette1
Participant

Just saw this post. This information is available under Sales analytics -> Sales outcomes -> Deals won & lost, right?

Here you see the number of deals won of total deals, calculated in a %, with the option to filter on specifics and you can select a time range.

 

Lisette1_0-1636988631233.png

 

 

JStapleton
Participant
Thanks! That is exactly what I'm looking for!
JCortazzo
Participant

This needs to be addressed asap because this is critical to any sales team and the current service provided by Hubspot **bleep**.