A report to show the number of form submissions and how many resulted in a deal being made

Smart CRM & Sales Hub Dashboards & Reporting
1

I want to create a report that shows our main 4 forms, how many times they were submitted this year, and which of them led to deals being created.

However, it’s not always the person who submitted the form that the deal is assoicated to. So I’d need the deal information on a company level but the form is not always associated to the company for me?

I have a segment that shows a list of contacts who have submitted the forms. I then have a segment that shows companies associated with those contacts who have submitted the form. I just need a way to join this altogether and show which had won deals

Please help!

2

Hey @Hollybishop,

Thanks for bringing this to the Community~!

Workflows that copy form submission properties up to the associated company record are another route folks have used to bridge the gap. Since the Deals are either associated to the Companies or Contacts, I’m not sure how you could show this in a single report, since even the custom report builder will be based on the Primary Source while the secondary sources will be the records associated to the Primary Source. That said, my thoughts would be to pivoting to a dashboard, then reporting on the two Segments in separate reports.

A few resources that might help while you wait for input:

Tagging in a few of our Top Contributors who might be able to point you in the right direction!

Hey @karstenkoehler, @MichaelMa, @GiantFocal -- do you have any additional suggestions for @Hollybishop on this?

Thanks in advance!

Sam, Community Manager

3

Hi @Hollybishop - Try the table chart for your requirements.
For bar char you can try it as :
- X-axis or rows: Form name (break down submissions)
- Y-axis or values: Count of form submissions; Count of deals (or Count of closed-won deals)
We can find somehitng by trying it on live custom reporting. If you could share screenshot about what did you try already and what is not working for you; that will give better idea of what to improve.
Wanna chat?

4

@thakur_ such a report would not consider at all the time perspective (form submission before deal creation or closing).

5

I also need to consider that the person who submitted the form may not be the person booking the deal. Do you know a work around @karstenkoehler

6

You would need some additional data on the Deal to tie the deal with the form submission or you’ll end up with the situation @karstenkoehler mentioned. You would have deals that might have came about before the form submission or drastically after the submission (how to deal with multiple submissions?) and therefore not associated with the actual submission.

Ignoring the above, this might be possible using data sets and custom formulas however we would need some more information.

With the associations below:

Forms → Contacts → Email Address

Deals → Deal Owner → Owner/User Object → Email Address

In a simple example, if the Form Submitter is the Deal Owner then we could create a Formula Field that compares the two emails and it would tell us if a submitter has an associated deal.

Report Table

Primary Source: Form

Secondary Source: Contacts, Deals, Owner

Fields: Form Name, Record ID - Contacts, Is Submission a Deal Owner? (Formula Field)

Formula Field: IF([USER.hs_email] == [CONTACT.email], “Yes”, “No”)

However, if the Deal Owner is not used in this manner and the associated Contacts on the Deal is what we need, then we would need to create a dataset and then do something similar which gets more complicated but is likely similar report comparing the Deal Associated Contacts with the Form Submitter.