Hi Guys - the built in Lead Funnel reporting for the new prospecting tool is great. Super easy to get visibility quickly into prospecting pipeline.
However, I’d like to also be able to see the same funnel report (new > attempting, connected, qualified) per Company or something similar since often we’re reaching out to 3+ leads at a given company.
I imagine I’ll have to do something where I try to figure out:
1. Does the company have any open leads
2. What’s the farthest stage they’ve reached
3. Then set that value on the company using a custom field e.g. “farthest lead stage” that clears if all leads are DQ’d
Hoping someone can tell me if what I’m trying to do is possible though before I go down this rabbit hole :). Thanks!
Hi @kydoherty,
Happy to help here.
‘Does the company have any open leads’ - This is best solved with a calculation property and the below settings: Create calculation and rollup properties
‘What’s the farthest stage they’ve reached’ - This is best done with a custom company property that has the same dropdown options as your lead stages. You would enroll a company into a company based workflow when the number of associated leads (open) - see above - is known and is greater than 0. You would then set up an and/or branch and check whether there’s at least one lead with the stage connected, then whether there’s one in attempting, etc. In each branch, you’ll use the ‘Edit property’ workflow action to update the company property to the corresponding stage. By checking from the furthest to the earliest stage in your branch, you’ll automatically always store the farthest stage they’ve reached. HubSpot checks branches from left to right and picks the first one that applies.
‘Then set that value on the company using a custom field e.g. “farthest lead stage” that clears if all leads are DQ’d’ - For this, I recommend setting up another calculation property:
You can now enroll companies in a workflow when the number of disqualified leads is greater than 0 and the number of open leads is 0. When that is the case, use the ‘Edit record’ workflow action to clear the property value.
You can now use your newly created property to create custom reports, filtered views etc. Just keep in mind that not all leads might have an associated company. When they don’t, the above is not 100% correct, so you need to really make sure that the company association is established.
Best regards!
Wow! Fantastic response @karstenkoehler. You just saved me a ton of time spelunking and testing.
Appreciate the help!
