I’m being asked to create a “user flow” report. From what I understand, the goal would be to visualize the touchpoints (user sources) that a user goes through between lead and deal. Any thoughts on how to accomplish this? We are currently Marketing Hub Professional users.
Thank you!
Hi @EMcGrath,
HubSpot currently does not have a tool that does an exploration of touchpoints. The closest, with defined steps, would be customer journey analytics: Create a report with journey analytics
These however require Marketing or Sales Hub Enterprise.
Without these subscriptions, touchpoint visualization in HubSpot is difficult. Still, you could look into attribution reporting. This also has elements of analyzing touchpoints, to a different point however (attribution). Create attribution reports
Let me know if you have any follow-up questions!