topic Re: Duplicates in Leads to Opportunities in Dashboards & Reporting

Duplicates in Leads to Opportunities

APapou — Fri, 31 May 2024 13:00:23 GMT

When creating a Leads to Opportunities funnel report, I have duplicates in the calculations. Specifically, there were two leads that were converted to the same Deal. These should not be counted twice in the Leads to Opportunities %.

I wish I could group by Deal name or create a Leads to Deals (rather than Leads to Opportunities) funnel report, but there are no such options.

Any suggestions how to make it right?

Re: Duplicates in Leads to Opportunities

karstenkoehler — Fri, 31 May 2024 13:01:42 GMT

Hi @APapou,

Could you please share screenshots of your report configuration?

Best regards

Re: Duplicates in Leads to Opportunities

APapou — Fri, 31 May 2024 13:11:06 GMT

This is a Funnel report, not much to configure there.

Re: Duplicates in Leads to Opportunities

karstenkoehler — Fri, 31 May 2024 13:17:52 GMT

@APapou this is a contact report, not a deal report, meaning that you're looking at the amount of contacts which had the lifecycle stage lead before and then have moved into the opportunity lifecycle stage. Each contact is counted individually.

In that sense, it's not possible to change this report to remove contacts from the report if they belong to the same associated deal as another contact - this report does not take into account deals.

Re: Duplicates in Leads to Opportunities

APapou — Fri, 31 May 2024 13:21:21 GMT

How can I create a report to accurately calculate how many Leads were actually converted to Deals? Hubspot treats conversion to Deal as an opportunity, but in my case it does create two Opportunities.

What kind of Deal report can I run to calculate the % of such conversions over a period of time, also preferably grouped by Lead owner?

Re: Duplicates in Leads to Opportunities

karstenkoehler — Fri, 31 May 2024 13:25:19 GMT

@APapou unless you have a deal stage that corresponds to a contact's lifecycle stage 'Lead', this is currently not possible.

Reports are either contact-based or they're deal-based. If they're contact-based, the opportunity stage will have what you describe as duplicates. If they're deal-based, you would need a corresponding stage for the lead lifecycle stage.

Re: Duplicates in Leads to Opportunities

APapou — Fri, 31 May 2024 14:01:39 GMT

So basically, when I have two contacts associated with the same deal, Hubspot counts it as two opportunities created?

Re: Duplicates in Leads to Opportunities

karstenkoehler — Fri, 31 May 2024 14:02:49 GMT

@APapou no, it's still a many-to-one relationship. Many contacts, one deal. It's just that there isn't any report type that crosses the bridge between the two objects. You're either looking at contacts or at deals.

Re: Duplicates in Leads to Opportunities

APapou — Fri, 31 May 2024 14:06:44 GMT

This kind of invalidates the value of the Leads-Opportunities funnel report, doesn't it? If I have 10 contacts for 5 companies (2 for each), and 1 Deal was created, the Leads-Opportunities report will show a 20% conversion.

Re: Duplicates in Leads to Opportunities

karstenkoehler — Fri, 31 May 2024 14:08:21 GMT

@APapou opportunities can mean two things in HubSpot: lifecycle stage of a contact or a synonym for deal. In your report, you're looking at the former. The report doesn't show you deal records, it's only showing you contacts and their progress through contact lifecycle stages.

I totally see your point - I'm just explaining how HubSpot designed this.