This is a YouTube video titled "Marketing Deal Stages" created on July 14, 2023, featuring a discussion between two speakers about new sales-related features in customer journey reports, specifically focusing on deal stages and how they can be visualized and analyzed within HubSpot. The speakers explore the functionality and benefits of these features for sales teams.
Friends, Customer journey reports now include more sales stuff, including deal stages. So check this out. Here I am creating.
A journey report. Meeting outcomes is one thing that has been added recently. So if you want to add that to your journeys, that's very exciting.
But let's focus.
On deal stages for now.
If I just add all these stages.
Of my. This, this deal pipeline here, we're going to be able to make a Sankey chart for these. And these are just the default stages available inside of HubSpot. Yours are certainly called something more creative.
One thing I want to call out.
Is you.
Can add additional.
Steps here. So we can add close one and close Lost both.
To this final step.
And see where deals are ending up and when they're being closed, either one or lost. So I'm going to make these intermediate.
Steps optional.
So we can see all.
The different paths.
And then.
We will run this report. One thing to remember is this is.
Still a.
Contact report. So these are only deals that are.
Associated with. These are contacts that are associated with deals.
But here, check this out. Look, this is what my deal pipeline is actually doing. I can see when deals are moving to lost, where they're coming from. I can see when they're. If they're jumping stages like there's some going straight from the first stage to close one. What is going on there? Sales team, we can dig into this.
We can get all sorts of interesting data and insights.
I love this new feature. Check it out. Let me know what you think.
Let me know if you have any questions.
