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bdunford
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Member since ‎Jul 14, 2021
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Ben Dunford

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SanketM on August 14, 2020
Does anyone know how to create a Dashboard/Report for Deal movement by stages. Our deals don't necessarily move in all stages and they skip stages in between. I would like to analyse the monthly movement of the deals/Conversion ratios and Win %. Una read more
10 upvotes
17 Replies
Participant
February 20, 2022
Hi all - what was the outcome here? Is there a report to show on HubSpot or it is a manual process as per Justin's post? Thanks
Solved
JVerzuu on November 26, 2021
Hi all, In my deal stages I want to know how many deals we lose between each stage. 100 Leads turn into 60 offers (60% win) turn into 30 deals (50% win). Right now I don't have a clear overview where we lose our leads in our sales funnel. An read more
1 upvote
4 Replies
Contributor | Diamond Partner
February 21, 2022
It's a bit of a pain, but if you skip around a don't use deal stages consistently in order, you can create a funnel report for each stage. Instead o...read more
ameade19 on December 01, 2021
Hey everyone, We are running a HUG event all about database hygiene and organizing your portal and I wanted to get some feedback and thoughts on a few things. 1. What is your biggest challenge in keeping your data accurate and organized? read more
0 upvote
1 Reply
Participant
December 01, 2021
My biggest challenge currently is that HubSpot sales pipeline reports (velocity, conversion, etc) only work if the pipeline stages are started from t...read more
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