Deal Tracker Visualization for Lost Deals/Won Deals

[KFarn]

Hi Community,

Does anyone know what setting to change for the visualization on the deal tracker so that if a stage is set to Closed Lost (or even Closed Won) that it does NOT automatically show the check marks for all the other deal stages?

Having each of the deal stage shown with a check mark suggests that each deal stage was passed through (or completed) when in fact that is not always the case.

Example: Deal Lost after the Pilot, one of our early deal stages. The deal stage is selected as Closed Lost (at this stage of the Deal) but it the visualization still shows the stages after the Pilot stage with check marks which presummably means those stages were completed.

Simply closing a deal with a closed date WITHOUT selecting "Closed Lost" on the deal stage will show which stage it ended at BUT that approach assumes that deal wan't actually closed lost.

Thanks in advance for any suggestions.

Keith

[karstenkoehler · Accepted solution]

Hi @KFarn,

As far as I know, this is currently the only way the deal stage tracker will display this information (with the X as indicator for closed lost). It would however make more sense if it behaved like you described it.

You could request this from the product team here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand.

Have a great day!

[CarolinaDeMares · Accepted solution]

Hi @KFarn! 

This is actually expected behavior in HubSpot’s Deal Stage Tracker visualization. The tracker doesn’t dynamically reflect the path a deal took, instead, it’s designed to display all stages in the pipeline sequentially, and will automatically mark all stages before the current deal stage as “completed”, regardless of whether the deal actually passed through those stages.

A good Workaround I can think of is creating a custom property to store the value of the last reached stage before the deal was set to closed lost/won and with that build a custom report to show the real path of deals and have a more accurate picture of where deals are dropping off without being affected by the tracker’s linear display. 

Let me know if you'd like to get additional support on how to build the workflow and report. 

Hope this helps! 

Carolina De Mares

ZUID.
Goirkekanaaldijk 12 
5046 AT Tilburg 
Nederland

[KFarn]

@CarolinaDeMares Thanks for this idea. I'm on a Starter Plan so I don't think I have the ability to do a Custom Report like you recommended here. Perhaps I'm wrong?

Keith

[chighsmith]

Hi @KFarn,

Thank you for posting to the Community!

I understand that your deal tracker shows check marks for all stages when a deal is closed, and you're looking for a way to display check marks only for the stages that were actually completed.

I'd like to tag in some of our Top Contributors to see if they have any tips -- Hi @CarolinaDeMares @CateDuarte and @jolle Do any of you all ahve any advice for @KFarn?

Thank you!

Cassie, Community Manager

[karstenkoehler · Accepted solution]

Hi @KFarn,

As far as I know, this is currently the only way the deal stage tracker will display this information (with the X as indicator for closed lost). It would however make more sense if it behaved like you described it.

You could request this from the product team here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand.

Have a great day!