topic Re: Tracking The Customer Journey in Dashboards & Reporting

Tracking The Customer Journey

JOnwah1 — Wed, 12 Mar 2025 10:01:59 GMT

Hi everyone,

I'm looking to build a report in HubSpot that tracks when a contact moves through different lifecycle stages—from Prospect → MQL → SQL → Customer—while also capturing:

The date/time they entered each stage
The original source of the contact

I’d like to visualise this progression to analyse lead conversion times and understand which sources drive the most efficient journeys.

Does anyone have recommendations on how to set this up in HubSpot Reports or if there are specific properties/filters I should use? Any best practices or alternative approaches would be greatly appreciated!

Re: Tracking The Customer Journey

LeoJuvin — Wed, 12 Mar 2025 12:04:48 GMT

Hey @JOnwah1 ,

I would recommend creating different reports here (as it might show too much data and might not be understandable).

1. A journey analytics report to understand your lifecycle stages.
To do this, please check: https://knowledge.hubspot.com/reports/create-a-journey-report
Add each lifecycle stage as a an event

2. Create a custom report (table or pivot table) for the different dates/times your contacts entered each stage.
To do this, please check: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder
I recommend using the properties “date entered [relevant life cycle stage]” for the date/time entry.

3. Create a custom report (bar chart) for the source of your contacts.
Here, you can add either the source (property: “record source”) or the lifecycle stage in the breakdown.

If this article answers your question, feel free to mark it as a solution.

Re: Tracking The Customer Journey

JOnwah1 — Wed, 12 Mar 2025 12:08:50 GMT

Thank you, I'm going to try this out and let you know! Should I include the record ID as well for each contact?

Re: Tracking The Customer Journey

LeoJuvin — Wed, 12 Mar 2025 12:21:02 GMT

@JOnwah1
No need to include it!