Need help building a report for two conversion points (chronologically)

Hi there -

I am attempting to create a report of some kind to give me better visibility in the number of users who submit on Form X and then go on to either submit on Form Y, or submit on Meeting Link Z.

The reasoning behind this report, which may help determine the solution, is I want to see how many users (and what users specifically) look at our Pre-Recorded Demo Videos (Form X) and then go on to Schedule a Meeting (either through Form Y or Meeting Link Z).

The best I’ve been able to come up with so far is creating a dynamic list that includes Users who have done some combination of the above. The limitation in that is that it is not chronological (look at demo videos and then schedule a demo).

I’m open to any and all suggestions. Thanks!

Hi @JohnJulien,
Interesting question! I would go for the same approach and track timestamps for the conversions of the Pre-Recorded Demo Videos (Form X) and then go on to Schedule a Meeting (either through Form Y or Meeting Link Z) via a workflow. You could use these timestamps in the dynamic list as “Timestamp 1” is before another property “Timestamp 2”. It’s a bit of a workaround but should cover the use case.
Additionally the timestamps might also be used to report on the time of these conversions over time and the time between these conversions.
Hope this helps!

Best regards,
Jonas De Mets

HubSpot Revenue Operations & Co-Founder @ Koalify :koala: