topic Re: Conversion rate for lead to deal by origin source in Dashboards & Reporting

Conversion rate for lead to deal by origin source

squigglebit — Mon, 14 Nov 2022 10:49:57 GMT

I'm trying to create a report for the above but it seems as one is contact data and one is deal data I can't show this in one report?

Any workaround?

Re: Conversion rate for lead to deal by origin source

karstenkoehler — Mon, 14 Nov 2022 10:55:33 GMT

Hi @squigglebit,

Contacts associated to deals are automatically marked as Lifecycle stage 'Opportunity'. If you're interested in the number of contacts that convert into opportunities, you could use the default contact lifecycle funnel report: https://knowledge.hubspot.com/reports/differences-between-funnel-reports-types

A direct conversion rate from contact to deal cannot be calculated as the association between contact and deal is not always 1:1 – there might be deals with multiple contacts associated.

Does that answer your question?

Best regards!

Re: Conversion rate for lead to deal by origin source

OAskarov — Sun, 16 Jul 2023 07:31:20 GMT

Hello Karsten,

I noticed your comment about squigglebit question.

There is no way that I can create a Lead To Cash report in HubSpot?

I'm working with a customer and I am trying to find a solution to show the full Lead to Cash funnel.

Count of leads created by the source.

Count of the leads that converted to deals

Count of deals closed WON + the amount by the Lead Source

Thank you