Hello!
I’m trying to figure out how to build a report that allows me to see, by week, the percentage of leads (that already became MQLs) that are converting to MQLs within the 1st week, 2nd, 3rd, nth…
I can see the average time it takes for leads to become MQLs using a calculated property, but I would like to break it down further.
Thanks in advance!
Hi @justinlu,
Happy to help here. When you say within the first, second week - … week after what date? The create date of the contact?
Best regards
Hi Karsten!
Sorry for not adding that context, but it would be the date that the contact became a new lead.
Thank you
Hello @justinlu,
Alright, this can be achieved with the custom equation syntax of calculation properties: Create calculation and rollup properties
You would create a custom equation that looks at the duration between the lead date and mql date, then returns the number of weeks, rounded.
Once you have this property, you can build a report off it.
Let me know if you have any follow-up questions!
This worked, thank you so much! I was able to make the custom equation property and build it into a report (:
Hey again, Karsten!
I was hoping you could help with this report again. So in the picture below, I have charts for the days & weeks it took for our leads to convert to MQLs.
Would it be possible to view the count as a percent of the total leads shown rather than just a simple count? For example, in the “Weeks as Lead → MQL” chart, I would like to see what percent the 1.14k is out of the total of all four weeks shown in the report.
Thank you,
Justin
Hey Justin,
I built a small cohort-analysis tool, https://sales.studio - perhaps this will help!
