topic Reports with ratio on conversions in Dashboards & Reporting

Reports with ratio on conversions

EKyprioti — Thu, 11 Apr 2024 10:49:05 GMT

Hi everyone,

I am trying to create some reports for the following conversions which include a percentage ( ratio) too :

Lead form submission ( MQL) → Meeting Booked
Meeting Booked → Meeting Done
Meetings Done → Signups
Signup → Paid

Please note that we have created Meetings done as Deal's Stage 1 , Signups = Stage 2, Paid = Stage 5.

Is something like this doable?

Hope someone can help here 🙂

Thank you

Re: Reports with ratio on conversions

TomM2 — Thu, 11 Apr 2024 14:24:18 GMT

Hey @EKyprioti HubSpot doesn't automatically track when a meeting has happened or not. So you can't do this out of the box. However, are you tracking when a meeting has completed through a custom property or other means in HubSpot?

When you say "signups" how is this tracked in HubSpot? And when you said "paid" how is this tracked in HubSpot?

Re: Reports with ratio on conversions

EKyprioti — Fri, 12 Apr 2024 15:03:25 GMT

Hey @TomM2 thanks for your reply.

A Meeting Done can be either when a contact is moved from Lead status ( Attempt to contact) to "contacted" , "Sales Accepted lead" or "Open Opportunity".

Yes we have created Signups as Deal's Stage 2 and Paid as Stage 5.

what could you recommend with this workflow?

Re: Reports with ratio on conversions

TomM2 — Mon, 15 Apr 2024 09:58:33 GMT

Sounds like what you're looking for is a funnel report for your deal stages!

Re: Reports with ratio on conversions

EKyprioti — Mon, 15 Apr 2024 10:13:31 GMT

Hi Tom,

That's useful thanks. However that doesn't help with the reports I need for the below as these are not included in the deal funnel - should I create a new lead status named after "Meeting Booked" & "Meeting Done" ?:

Lead form submission ( MQL) → Meeting Booked
Meeting Booked → Meeting Done

Re: Reports with ratio on conversions

TomM2 — Tue, 16 Apr 2024 12:49:26 GMT

For funnel reports you'd need to either use the deal stage or the contact lifecycle stage. So if you need this calculated you'd either need to set it as a deal stage or a lifecycle stage. I'd probably recomend a deal stage if you can!

Re: Reports with ratio on conversions

EKyprioti — Thu, 18 Apr 2024 15:51:59 GMT

Thanks Tom, I will try that!

Re: Reports with ratio on conversions

jonojeff — Sun, 28 Apr 2024 17:19:50 GMT

Hey @EKyprioti - you may want to explore running cohort analysis. Check out https://sales.studio - built for this need!
Cheers!