Just had my Sales VP come into my office and ask for the same and I was shocked to find out it’s not possible. It’s actually quite absurd that you cannot view the one thing that we all want to see: ROI. Why does my Deal have to follow this specific order? It seems as if the algorithm was too hard to figure out and they just ran with this sequential order instead. Problems such as these really deduct from HubSpot’s inbound methodology.
If I had to pick what I would want to know from these reports, I’d list the following:
1. How many Leads, MQLs, and SQLs did I get this month with a conversion rate of the Lifecycle Stage
2. Of those contacts, how many had a Deal created within this month, how many Deals per contact, what Deal Stage are these Deals currently in and what is the conversion rate of said Deals
It doesn’t have to be in a fancy dashboard widget, I will be okay with a table view. Just give me the data.