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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot’s native funnel reports assume linear stage progression and don’t properly account for deals that skip stages. This leads to inaccurate conversion calculations and missed insights about non-linear deal paths that are common in real sales processes.
Here’s how to build comprehensive tracking for deals with non-linear progression patterns.
Track stage skipping patterns with custom funnel analysis using Coefficient
Coefficient enables comprehensive tracking by importing complete HubSpot deal data into spreadsheets where you can build custom stage tracking logic. This approach provides accurate funnel metrics that reflect real sales processes rather than forcing artificial linear progression assumptions.
How to make it work
Step 1. Import stage history data to capture complete progression paths.
Pull deal records with Deal Stage History property to capture the complete progression path, including skipped stages. Use field selection to include Deal Stage, Deal Stage History, Close Date, and Deal Amount for comprehensive analysis.
Step 2. Create a stage tracking matrix for each deal.
Build a spreadsheet matrix that maps each deal against all pipeline stages, marking which stages were visited, skipped, or bypassed. Use formulas like =IF(ISNUMBER(SEARCH(“Stage_Name”, StageHistory)), “Visited”, “Skipped”) to automatically categorize stage progression.
Step 3. Calculate skip-adjusted conversion metrics.
Develop conversion rates that account for stage skipping by calculating conversions based on “eligible” stages only. If a deal skips from Stage 1 to Stage 3, it shouldn’t count against Stage 2 conversion rates since it never had the opportunity to convert there.
Step 4. Identify common skip patterns for process optimization.
Track which stages are commonly skipped and by what types of deals. This analysis reveals which stages might be redundant or how different deal types progress through your pipeline – insights that aren’t possible with HubSpot’s standard funnel reports.
Step 5. Set up automated refresh for ongoing analysis.
Schedule daily imports to ensure your skip tracking analysis stays current with any new deals or stage updates. This maintains accuracy without manual data management.
Get accurate funnel metrics that reflect real sales processes
This approach provides funnel reporting that accounts for the non-linear nature of actual sales processes. Start building skip-adjusted funnel analysis that reflects how deals really move through your pipeline.
