topic Re: Need to create 2 Reports in Reporting & Analytics

Need to create 2 Reports

Ishan5 — Fri, 21 Feb 2025 07:25:25 GMT

I'm looking for a report that shows (lifecycle stage) MQLAs, S0s, S1s, and S2s that have entered those stages in the last 90 days. So if they've become an MQLA, S0, S1, or S2 in the last 90 days they should appear on the report but if they're just sitting in that stage for a long period of time, then we wouldn't want them in there.

I also want another report, I also want conversion rates from each stage for the past 90 days as well.

Can anybody help creating me this Report?

Re: Need to create 2 Reports

FarioConsulting — Fri, 21 Feb 2025 14:58:18 GMT

Hi,

You will want to use a funnel report with the "Any" option to include contacts that have entered MQLA, S0, S1, or S2 stages in the last 90 days.
FYI For conversion rates between each stage over the past 90 days, select the "All" option and ensure your date range is set accordingly

Hope this helps!

Cheers,
Harsh
Fario Consulting

Re: Need to create 2 Reports

karstenkoehler — Fri, 21 Feb 2025 15:02:08 GMT

@FarioConsulting funnel reports filter for the first defined stage entered date. There is no guarantee that all contacts entering the later stages within those 90 days are also included.

Re: Need to create 2 Reports

Ishan5 — Mon, 24 Feb 2025 05:39:01 GMT

Hi @karstenkoehler
Exactly i'm facing same issue can you please provide a better solution for this

Re: Need to create 2 Reports

karstenkoehler — Mon, 24 Feb 2025 06:49:31 GMT

@Ishan5 if you want a conversion report, you'll have to create one report per lifecycle stage. There isn't any way to change HubSpot's behavior to filter by the entry date of the first stage in the report. Since that is immutable, there is no other way than creating multiple reports, unfortunately.