The sales team in our business have to go out and assess a customer before we can bring them into our service. I therefore report on their conversion rates from assessment > signed up, and assessment > lost. It's not as simple as analysing their conversion rates from deal created > won/lost. On HubSpot, the best way of visualising this in a report is not by using a funnel, but by using a bar/column chart and showing all the deals (that have had an assessment) that are in the closed won stage vs all the deals in the closed lost stage. This removes any open deals not yet assessed/decided, but it also shows the won vs lost in the same chart, so it works well for us. However, I then take that data and put it into an Excel spreadsheet so that I can add in last year's rate for a comparison, as well as the target percentage. I can then produce a combo chart that shows the current conversion rate on bars, plus a line with markers for last year, and a solid line for the target. It works and gives us exactly what I need, but ideally I want to create this in HubSpot as it would save me time manipulating data in Excel. From what I can see, and having spoken with support, HubSpot custom reports will only report on actual properties, not manually entered data/numbers like a target. And even if it did, I still can't see a way of producing a combo chart like I can in Excel. Help me HubSpot, I want to get rid of spreadsheets!
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