Inbound to Deal Reporting

Data Hub 💬 RevOps Discussions
1

Hi,

Looking for a report that tracks a contact that was either created by a form or CTA interaction (Inbound) to their current deal stage.

Should be straightforward I would think..But I can’ seem to find the path. I did create a report showing inbound to Demo and current lifecycle stage, but unable to then tie deal information.

Simply want a monthly report showing who came inbound, and if they have become a deal on a monthly basis YTD.

2

Hi @RayHoy, I hope that you are well!
Thank you for asking the Community!
I have found similar threads that might help you:
- The solution from @karstenkoehler on this post “Form Submissions to Deals Report”
- The solution from @karstenkoehler on this post “Creating Won Deals Report From HubSpot Form Fills”
I hope this helps!

Have a lovely day!
Best,
Bérangère

3

Thank you Berangere!

Have a wonderful day.

4

Hi @RayHoy,

have you tried attribution reporting for your Inbound to Deal reporting? You get a bunch of example reports that already give great insights, or you can build one from scratch:

Screenshot 2024-09-02 112318.png
Screenshot 2024-09-02 112318.png2672×1762 228 KB

attribution reporting in HubSpot

Best regards

Adriane

5

Hi RayHoy,

You can do this by doing the following:

1. create a date stamp field on the contact record

2. use your inbound form submission / CTA as an enrolment criteria for a contact-based workflow.

3. Select set property value as the action you’d like to take after workflow enrolment, and choose the date stamp field. Choose the option “date of step”

you can then use this to build out a simple report in the custom report builder, with the date stamp on the x axis and count of contacts on the y. If you want to see who became a deal, just apply a filter such as lifecycle stage = SQL to narrow down the report.

hope this helps!

sam

6

Thanks Sam,
I’ll give this a go. I assume I should be able to do this retroactively?
Meaning going back in time to apply to say this whole year?
Thanks

7

Hi RayHoy,

You can go back and retrospectively apply a date stamp to all previous inbounds, but this would be a manual job. The way the workflow functions is it applies the date stamp as the date a contact passed through that step in the workflow. If you ran all previous inbounds through the workflow, they would all have the date stamp listed as the date you ran the flow.

Depends how many inbounds you’ve got, but I think it’s worthwhile doing it manually if you have a few hours to spare.

8

Thank you!
Have a great week.