Closed Lost Reporting (2024)

Closed Lost Reporting

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We need to track the reasons for Closed Lost deals and I do not see a dashboard option or a report which tracks this issue. How can I setup a way for our leadership to track this information within HubSpot?

Thanks!

karstenkoehler

yesterday

Closed Lost Reporting

SOLVE

Hi @AlexaLandrum,

This can be done with a custom report: https://knowledge.hubspot.com/reports/create-custom-reports

Specifically, it's easiest to create a single object report: https://knowledge.hubspot.com/reports/create-custom-single-object-reports?hubs_content=knowledge.hub...

Choose deal as a data source, then follow these steps:

1. Under Filters in the top left corner, adjust the date range to your liking (I typically choose all data / all time)
2. Add an additional filter for Deal stage is any of [your closed lost stage(s)]
3. In the Visualization tab, use the left sidebar and use the blue hyperlink for 'Data step' to add your property where you track the closed lost reason
4. Drag and drop the closed lost reason and the Count of deals into the Displaying area

It should look like this:

That's already it. Pick your preferred chart type and save the report.

If your closed lost reason is a free text field (that's how HubSpot has it as a default), the report cannot group by reasons. You would have to edit the property type to a dropdown or, if it is in use already, create a new dropdown reason field.

Let me know if you have any follow-up questions!

Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer Beratungstermin mit Karsten vereinbaren

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Closed Lost Reporting

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