Stage Contributing to Deal Lost

[AJ_Kakrot]

Is there any way to know which deal stage is contributing to deal lost. What is the ideal approach can we store last stage value in custom property and to know in reports which stage contributed to lost stage.

[karstenkoehler · Accepted solution]

Hi @AJ_Kakrot,

If you want this stored in a custom property, here's how I would do that:

1. Create a custom property with options for all of your deal stages
2. Create a deal based workflow that enrolls deals when they're closed lost 
   1. As the first action, use an AND/OR branch, then from the last stage before closed lost to the very first deal stage, check whether the "Date entered" property for each stage is known (one branch per date)
   2. In each branch, use 'Edit record' to set the value of your custom property from step 1 accordingly

Or, spelled out, here's what the branch would do. Let's assume you have five deal stages:

• Is the Date entered value for stage 5 known? If so, set "Last stage before closed lost" to 5
• Is the Date entered value for stage 4 known? If so, set "Last stage before closed lost" to 4
• etc

Since HubSpot evaluates branches from left to right, you're automatically making sure that the deal is going down the branch corresponding to the furthest stage it has achieved.

Best regards

[AJ_Kakrot]

@karstenkoehler , can you please help me here.

Deal Stages

Stage 1 - Initial
Stage 2- SV
Stage 3 - NI (Closed Lost)
Stage 4 - Booked (Won)

[karstenkoehler]

@AJ_Kakrot could you please specify what you need help with? At which step of my instructions are you getting stuck?

[AJ_Kakrot]

@karstenkoehler attached is what I have created

[karstenkoehler]

@AJ_Kakrot could you please specify what you need help with? So far, I'm not seeing a question or problem, so I'm not sure which answer to provide.