Funnel (legacy) report types

You can create and add funnel reports to your dashboard to monitor your sales and marketing team's progress. Default funnel reports will have a default funnel type.

Please note: your HubSpot account requires certain subscriptions to build custom funnel reports and select between funnel report types for a report. Otherwise, a default funnel report will have a default funnel type that cannot be changed.

Contacts or deals that have gone through all stages

Example

The report below includes the All created contacts, Lead, Opportunity, and Customer funnel stages.

Assume a contact was created, became a lead, then became a customer without becoming an opportunity first. The report will only include that contact in the All created contacts and Lead stages, but not the Opportunity or Customer stages.

The contacts in the report will also change based on the time range you specify. For example, if you set the time range to last month:

• If a contact was created two months ago, then the report will not include that contact.
• If a contact was created two weeks ago, then became a lead a week later, the report will include that contact in the All created contacts  and Lead stages.

You will also see calculated next step conversion rates and cumulative conversion rates at each lifecycle stage.

• Next step conversion: the percentage of contacts moving from that stage to the next.
• Cumulative conversion: the percentage of contacts moving from the first stage to the next.