Reports

Create custom funnel reports

Last updated: October 13, 2020

Applies to:

Marketing Hub  Professional, Enterprise
Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise

With custom reports, you have more flexibility in analyzing objects and activities in your HubSpot account. The reports list lets you manage all default reports in your account and any custom reports that you create.

Funnel reports allow you to analyze the conversion rates between stages, whether it be in a lifecycle or a deal pipeline, or in a custom event funnel.

Please note: there are limits on the number of custom reports you may have depending on your subscription. Learn more about these limits in the HubSpot Product & Services Catalog.

Contacts or deals funnel

You can create a funnel report to view how contacts or deals are moving through lifecycle or deal stages over time. To create a contacts or deals funnel report:

  • In your HubSpot account, navigate to Reports > Reports.
  • In the upper right, click Create custom report.
  • In the left panel, select Funnels.
  • Select Contacts or Deals, then click Next in the top right.
  • At the top, click the pencil icon edit to edit the report's name.
  • In the upper left, click Filters to select properties to compare across your records, and specify the date range for your report. Your report will only include contacts or deals with a create date within the specified date range.
  • Select a chart typeFunnel barColumn, or Table.
  • Under Configure funnel, click the Add stage dropdown menu to select stages to include in your report. Drag and drop stages to reorder them. To remove a stage, click the x to the right.
  • Click the all dropdown menu to select one of the two types of funnel reports:
    • All: report on contacts or deals that have ever moved through all the stages you've selected within the specified date range. Select this option if you want to include conversion rates between each stage.
    • Any: report on contacts or deals that have ever gone through any of the stages you've selected within the specified date range.

  • Click Run report
  • To receive a file with your report's data, click Export in the upper right. In the dialog box, select the File type, enter the Email address to receive this file and then click Export.
  • In the top right, click Save to add this to your list of saved reports.

Events funnel (Enterprise only)

With an events funnel report, you can see how contacts engaged with events you've created in HubSpot by defining an events funnel, with a maximum of five events. The report tracks how visitors are moving through these touch points over time

Please note: events funnel reports cannot be added to dashboards.

To create an events funnel report:

  • In your HubSpot account, navigate to Reports > Reports.
  • In the upper right, click Create custom report.
  • In the left panel, select Funnels.
  • Select Events, then click Next in the top right.
  • At the top, click the pencil icon edit to edit the report's name.
  • On the left, click the Tag dropdown menu to report on a specific event tag or all event tags.
  • Click the Completion date range dropdown menu to set the timeframe for your report.

    event-funnel-filters
  • Click the Visualization tab to update how the report looks and configure the events.
  • Under Choose chart type, select Funnel barColumn, or Table
  • Click Add event to add up to five events you want to include in your report. To reorder the events, click an event and drag it into place. To remove one of your selected events, click the to the right. 
  • Click the all dropdown menu to report on contacts that have ever moved through all of the events you've selected or to report on contacts that have ever gone through any of the events you've selected. Only reports on all events include conversion rates between each event.

event-visualization

  • Click Run report
  • In the top right, click Save to add this to your list of saved reports.