How to do a 2-axis Funnel Table Report

Marketing & Content Hub Reporting & Analytics
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I am accustomed to doing funnel reporting that shows funnel values (along the vertical exis) changing by time period (horizontal axis). The reports look something like this:

Day 1 Day 2 Day 3 etc.
Site Visitors 85 90 87
Leads 10 11 9
MQLs 3 5 2
etc.

As far as I can tell, there is no way to generte such a report in HubSpot.

Instead what I’ve done is use a tool like Coefficient to extract data from Hubspot, get it in a Google Spreadsheeet, and then use a bunch of pivot tables, etc. to generate the sort of report seen above.

My questions:

  • Am I missing something and is there some way to generate a report like this in Hubspot?
  • If not, are there folks who create reports like this and feel like they do it well? What tools do you use? How do you do it?

Thanks in advance for any responses.

2

Hi @TMurdock

Thank you for reaching out.

I want to tag some of our experts here @Sam62 @Bryantworks @StjepanGrcic @danmoyle do you have any thoughts for @TMurdock on this?

Thank you!

Best

Tiphaine

3

Thank you @TitiCuisset !

4

@TMurdock in custom reports, HubSpot does have pivot tables as an option.

Would this help instead of exporting to a spreadsheet to build a pivot table?

I have not built this report you’re asking, but when someone asks for a pivot table, I think of this option first.

5

Thank you @danmoyle for the reply.

I’m finding that the issue there is that “entered stage date” does not appear (yet) in the custom report builder.

Specifically I’m seeing this thread where @karstenkoehler points out that it is unavailable.

This property would be necessary to build out the full funnel.

6

Gotcha @TMurdock. Yes if that’s not available yet, then the pivot table option isn’t yet relevant. Got you. Have you looked to see if it’s an idea proposed to the product team? If it is, upvote that. If not, you can create the idea. The product team keeps an eye on the ideas forum (here).