Hubsessed Office Hours: Reporting and Dashboards

A rate between any two pipeline stages

Name: A rate between any two pipeline stages
Uploaded: 2026-10-28T16:00:00Z
Duration: 2 min 2 s
Description: Some steps in your pipeline never get measured, because nobody thinks of them as a milestone. Approval by finance. SOW approval by sales engineering.

Joshua Oakes · Wednesday, October 28, 2026

Some steps in your pipeline never get measured, because nobody thinks of them as a milestone. Approval by finance. SOW approval by sales engineering. People write them off as administrative. It's not a step in the sales process, but it is a step in the pipeline. Here's what I showed in Reporting and Dashboards Office Hours: a data set in HubSpot can work out a rate that spans stages, so you're not stuck with stage to stage. It's a good fit for ad hoc reports, where not every request fills out 500 properties across all of your objects. What you get is a rate across any stretch of your pipeline, administrative stages included. The numbers in my demo are made-up sandbox data, so take the method, not the number. The full session: https://www.hubsessed.io/office-hours/reporting-dashboards/2026-10-28

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