Conversion

CRM & Sales Dashboards & Reporting
1

I am looking at creating a dashboard/report for KPI’s based on the following:

My deal stage starts as ‘Enquiry’ progresses through to ‘Won’
I want to find out what my conversion is from all enquiries I receive to ‘Won’ - I’m not worried about when the enquiry came in, just that it converted.
Figures I need to include are: Average deal size (£ - based on amount I enter) and the average number of dates it takes to convert from Enquiry to Won
I can’t see a way to do this on the free CRM version of Hubspot.
Is it possible? And if it is, could you point me in the rigth direction please?
Thanks!

2

Hi @CLewry,

You’re correct, this type of reporting is not possible in the free CRM. In the free CRM, you’re limited to the reports in the report library: Use a report from the report library

While some may come close, they don’t exactly match what you’re looking for.

Custom reports are a Professional / Enterprise feature: Create custom reports

You can also considering exporting the deals and running the analysis in Microsoft Excel or Google Sheets.

Best regards!