I’m being asked for a report showing Close Rate or Conversion Rate based on Qualified Sales Leads. Basically, they need to know how many sales we’re closing out of total of Qualified Sales Leads instead of total of deals, is this possible?
Hi @kevinrauda49,
This can be achieved with a contact funnel report which automatically deduplicates by contact, now showing multiples deals, potentially.
To create this, navigate to Menu > Reportings > Reports > Create report > Funnels > Contacts and set it up likes this:
Make sure to adjust the date filter (top left) to your liking.
Best regards!
Building off of @karstenkoehler 's notes from above, if you’re not using HubSpot’s out of the box lifecycle stages in this way, and there is a process in place to identify qualified leads, similar reports can be be built/cloned with small adjustments needed to the filters on your report if custom properties are in place!
I still feel like this is not giving a straight percentage . I need this report as well. The data isn’t even populating. Any updates on how this can be done better?