Status: Idea Submitted
The ability to report conversion rates in HubSpot is a bit challenging, we would like to see things like how many deals in area A were created and how many were closed won (and how many closed lost) and see the conversion rate for these two metrics.
The kind of calculations we want to see would include deal conversions by source, deals converted rate by rep etc.
Plus 1 with the above.
We’d like to be able to see our conversion rate for our 30-day trials to Closed won.
For example - Let’s say we have 20 deals created in January, based on a 30-day trial the close date will be in February. We’d like a report to show what % of those deals that were created in Jan Closed won/lost in Feb.
My understanding is we are only able to capture % values within funnel reports and they’re fixed for those default reports. We can also use a third-party plug-in, however, it would be valuable to have this in Hubspot.
Would be great to know if there are any workarounds or if this report is on the roadmap.
Thank you,
Sam