topic Reporting on changes to Company Lifecycle Stage in Tips, Tricks & Best Practices

Reporting on changes to Company Lifecycle Stage

LouisTaylor — Thu, 16 Mar 2023 15:25:31 GMT

Hi - I'm fairly new to HubSpot so please forgive a novice question.
I'm trying to create a report which shows a company's movement through our custom Lifecycle stages.

For example I'd like to see a count of companies which moved from Subscriber to Lead in the last week.

Is there a way to achive this?

It looks like this information is only recorded in detail per Contact.

Our Companies may have >1 contact, so using Contacts has shown duplicated records.

Thanks in advance for your help.

Re: Reporting on changes to Company Lifecycle Stage

jolle — Thu, 16 Mar 2023 16:07:15 GMT

Hey @LouisTaylor, thanks for reaching out!

HubSpot has default date stamp properties for each Lifecycle stage value (i.e., "Became a subscriber date," "Became an opportunity date"). You should be able to use those properties at the contact/company level to create reports that will show you all records that entered a specific Lifecycle stage within a specific timeframe.

As long as you have the Lifecycle stage set accordingly for your company records, you can create a single-object company report that pulls in records who became an [insert lifecycle stage] within the timeframe you set. You'll probably need to create multiple reports to track different stages/timelines, but you'll likely be able to clone the existing report you created and go from there!

Hope this helps!!

Re: Reporting on changes to Company Lifecycle Stage

LouisTaylor — Thu, 16 Mar 2023 16:45:12 GMT

Hi Jacob - thanks for the super quick resonse 🙂

When I set a create a single-object report using Company, I don't get the option to set "Date entered xyz (Lifecycle Stage Pipeline)"; so I can't get it from that angle.

If I use Contacts as my object, I can set the filter to "Date entered xyz (Lifecycle Stage Pipeline)", but that gives me the result as a count of contacts - which gives me misleading numbers.

Do you know if there's a way to group contacts by Company Name - for example?

Or, do I just need to do something entirely different?

Re: Reporting on changes to Company Lifecycle Stage

LouisTaylor — Thu, 16 Mar 2023 17:00:05 GMT

Hi Jacob - thanks for the super quick resonse

When I set a create a single-object report using Company, I don't get the option to set "Date entered xyz (Lifecycle Stage Pipeline)"; so I can't get it from that angle.

If I use Contacts as my object, I can set the filter to "Date entered xyz (Lifecycle Stage Pipeline)", but that gives me the result as a count of contacts - which gives me misleading numbers.

Do you know if there's a way to group contacts by Company Name - for example?

Or, do I just need to do something entirely different?

Re: Reporting on changes to Company Lifecycle Stage

MPenfold — Fri, 12 May 2023 13:27:01 GMT

I was looking to achieve something similar to you @LouisTaylor but, like you, I can't see any "Became a..." lifecycle stage properties on the company object as there are on the contact - the contact ones also don't include our custom lifecycle stages, just the HubSpot default ones.

However, I think there's a relatively simple workaround using custom properties and workflows:

Create a set of date properties on the Company object corresponding to each of the lifecycle stages you need to track e.g. "Became a Customer"
Create a new Company Workflow with the enrolment criteria: "Lifecycle Stage = Customer" (you shouldn't need re-enrolment turned on since lifecycle stages are never supposed to go backwards, a company will only become a Customer once.)
Add a "Set Property value" step to the workflow, choosing the "Became a Customer" property and then selecting the "Date of step" radio button - this will set the property value to equal that day's date.
Repeat the above steps for each lifecycle stage you need a datestamp for e.g. Became a Sales Qualified Lead etc.

Hope that helps!