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karinagiron
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Deal conversion report with deal stages changes

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Hello! i want to do a deal conversion report but the issue is that 3 months ago i added an initial stage to my pipeline, how can i make a report of all my data? because when i try to use the deal conversion hubspot report, it asks me to mark my "first" stage but i have 2 "first" stgaes.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deal conversion report with deal stages changes

SOLVE

Hi @karinagiron,

 

This is a limitation in HubSpot and I'm not aware of any solution within one report, at least if the two initial stages also have an order.

 

If they don't, you can simply add both as events to the first stage, see the screenshot below:

 

karstenkoehler_0-1736226327757.png

 

If they are however distinct, then the best option, in my opinion, is to create two funnel reports. One for before the change, on for after. You would place these on a dashboard to have them both at a glance at all times. That way you would have all information displayed – with the compromise of having two reports. https://knowledge.hubspot.com/dashboards/manage-your-dashboards

 

There isn't any way to backfill a deal stage date without losing other date information on deals.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deal conversion report with deal stages changes

SOLVE

Hi @karinagiron,

 

This is a limitation in HubSpot and I'm not aware of any solution within one report, at least if the two initial stages also have an order.

 

If they don't, you can simply add both as events to the first stage, see the screenshot below:

 

karstenkoehler_0-1736226327757.png

 

If they are however distinct, then the best option, in my opinion, is to create two funnel reports. One for before the change, on for after. You would place these on a dashboard to have them both at a glance at all times. That way you would have all information displayed – with the compromise of having two reports. https://knowledge.hubspot.com/dashboards/manage-your-dashboards

 

There isn't any way to backfill a deal stage date without losing other date information on deals.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes