Quick tipHow toSmart CRM

Build a funnel report

Lifecycle, deal or event funnels.

Subscription
Professional or Enterprise
Permissions
Reports access
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: funnel reports show conversion between stages in a lifecycle, a deal pipeline or a custom event funnel. Charts can be funnel bar, column or table. Custom report limits depend on your subscription.

1. In HubSpot

The relevant screen in my demo portal.

Create report chooser with Custom report, Single-object report, Customer journey report and Attribution report
Custom report (1), single-object (2), and templates (3).

2. Worth knowing

Pick stages in order, or rates won't make sense.

3. Related

Historical lifecycle funnel.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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