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Required deal stages (so deals show in deal stage funnel report)

It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress it through every stage until won/lost. Then every deal will show in the deal stage funnel report and allow us to measure sales performance.

4 Replies
HubSpot Employee
HubSpot Employee

Phenomenal idea!


We need the same. Another way would be to still allow deal to go from stage 1 to stage 3 but to record in stage history that it reached stage 2 at the same time as stage 3.



New Member

+1 for this idea.  Would really help, right now HubSpot's pipeline converstion stats reports are useless because deals aren't progressing neatly from stage to stage

New Member

+1. You can't get squat for analytics when the deals don't all follow the same flow. We've built some API-based reporting to show how long it takes deals to move from any two stages and across the pipeline, as well as find aging deals in a given stage. We need to be able to count that they hit every stage.


I'm contemplating a potential workaround, which is a set of deal properties that are booleans for "did you place the deal in stage XYZ?" and make it required for subsequent deal stages but use automation to set that field to be true when it gets dropped there. Not sure if this would work, and it could be fudged, but it would force the team to look and hopefully notice, "oh, i need to drop it over here first".  I'm not sure automation works fast enough to make this practical for quickly moving across a series of stages?