topic Re: Conversions with LTV in Dashboards & Reporting

Conversions with LTV

squigglebit — Thu, 28 Jul 2022 13:17:32 GMT

Hey everyone,

i hope the hive mind is able to help here.

as an aside we have already spoken to our hubspot rep who says this is not possible (but I feel like there must be a way to report on these things)

in a nutshell;

we have 2 pipelines

plus a sales call

from these we want to determine the conversion rate, the number of cancellations within a trial period AND the LTV of these customers

The pipeline conversions are straightforward.

im not sure how to report on a meeting booked (call) to create a conversion

we can obviously create lists for cancellations but it's pulling everything into 1 (or more) clear reports I'm struggling with.

Re: Conversions with LTV

TitiCuisset — Fri, 29 Jul 2022 09:48:09 GMT

Hi @squigglebit

Thank you for reaching out and for that details!

I want to tag some of our experts here - @Bryantworks @StjepanGrcic @GrantCarlile @danmoyle do you have any idea for @squigglebit on this?

Thank you!

Best

Tiphaine

Re: Conversions with LTV

Bryantworks — Fri, 29 Jul 2022 13:54:23 GMT

Hey @squigglebit,

So a few things here, the LTV is actually stored natively on the contact and company for every deal they're associated with in a "won" stage under the property, "Total Revenue".

As for the "Meeting Booked" call, you might need to just make this a deal stage to look at the conversions from that stage to either Closed Won / Lost.

Hope this helps!

Re: Conversions with LTV

squigglebit — Fri, 29 Jul 2022 16:15:42 GMT

Okay, that makes sense on the deal stage to call. This is something we can implement.

I don't see total revenue under the deal properties

Re: Conversions with LTV

Bryantworks — Fri, 29 Jul 2022 16:24:24 GMT

Hey @squigglebit the Total Revenue property is on the Contact/Company as this sums all the amounts of all closed won deals on the contact/company.

Re: Conversions with LTV

danmoyle — Mon, 01 Aug 2022 12:06:20 GMT

@squigglebit I second what @Bryantworks suggested. I'd make the call a deal stage so you can measure conversions from there.