HubSpot Ideas

jrwthetreegroup

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.

98 Replies
LauraResnati
Member | Diamond Partner

+1. Please add this functionality, it would be very useful!

MTassone
Member | Diamond Partner

+1. This functionality must be added!

richard88
HubSpot Employee

@VagaeNatus "

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." I think I agree with this this idea, we could record both and therefore get stronger data in deal funnels.

APassamani
Member

100% agree.

GaryMcDonald
Member

+1 here. Adding my vote. This seems like such a simple feature.

blgrimley
Member

Come on, HubSpot, get your act together. This tiny feature is needed for data integrity for mission-critical sales pipeline data. Are you guys going to respond to this ever?

Sean_Wilson
Participant

wow, hubspot is not even interested. RIP large sales funnels and associated reporting....

MLeonhard
Member

This has been sitting since 2018 and should have been a consideration when deal pipelines were first implemented. This is a basic requirement to ensure the integrity of the deal flow and reporting. 

 

PLEASE Husbpot, do something about this. It's things like these that make your customer start looking harder at Salesforce.

LKreft
Member

That this is still not there is a big miss. I cant rely on acurate data when this is not provides. So the report tool does not work without this feature. Cant be this is still not here for 3 years.

JWall6
Member

Agree this would be nice

Sean_Wilson
Participant

@LKreft Zoho CRM is waiting for you.. 😉

EWatrinet
Member

+1 on this one, very useful for tracking and reporting matters!

matosnoah
Member

PLEASSSEEEEEEE

TCoppen
Member | Partner

Few other feeds on this asking for the same thing. This has the most votes, please address hubspot. We have been waiting on this for 2 years now. At least change the reporting so it counts skipped stages if a option to force deals through all is not possible

RBabar
Contributor

there is no point for using hubspot if the sales funnel reporting is this incomplete

EHoogland
Member | Platinum Partner

+1. This functionality must be added!

 

RGarcez2
Participant

This is a phenomenal idea
it will be of great help

EHoogland
Member | Platinum Partner

How can we draw the attention of HubSpot? This idea is a must have! 

LoadedRich
Participant

+ 1 from me - this is creating so many issues for us. @hubspot what is the chance of any commentary on your plans here, what will it take to get this recognised?

EmilyNunes
HubSpot Moderator

Requesting this on behalf of a customer- this would be an amazing feature 🙂