Hello,
I want to be able to show in this report another bar which displays the conversion of deals moving to a stage within the pipeline.
Organe is people, blue is deals, I wish for another column to the right showing how many of those deals went to 'Survey Booked' for example.
Can this be done?
2 Accepted solutions
Hi @DMcLaren4,
The HubSpot report builder does not have any options to do so, unfortunately. If you want to see conversion rates, you would have to create a separate funnel report for deal stages.
https://knowledge.hubspot.com/reports/create-new-custom-funnel-reports
Best regards
| Karsten Köhler |
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@DMcLaren4 stage skipping can be blocked via pipeline rules: https://knowledge.hubspot.com/object-settings/set-up-pipeline-rules
| Karsten Köhler |
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Hi @DMcLaren4,
The HubSpot report builder does not have any options to do so, unfortunately. If you want to see conversion rates, you would have to create a separate funnel report for deal stages.
https://knowledge.hubspot.com/reports/create-new-custom-funnel-reports
Best regards
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Okay, this is great, and I've now done this.
The next issue is that the CRM isn't tracking correctly.
As you can see from the attachments, Chris Farmer is in Quote sent, and then moved to Deposit paid. The sankey graph however is not tracking this. Why would this be?
@DMcLaren4 I'm not seeing a sankey graph / funnel report configuration – am I missing something?
| Karsten Köhler |
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@DMcLaren4 I wouldn't be able to say what causes this without seeing the report configuration.
| Karsten Köhler |
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Sorry - see attached.
@DMcLaren4 this report only includes deals that entered the "Survey booked" and subsequently entered the step "Formal Quote Sent", all within the last 90 days, excluding today. Can you confirm that that is the case for the missing deals that you're expecting to appear in the report?
In your screenshots I'm not seeing any indicator that the deal actually was in the stage "Formal Quote Sent".
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
@DMcLaren4 stage skipping can be blocked via pipeline rules: https://knowledge.hubspot.com/object-settings/set-up-pipeline-rules
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
