Hello HubSpot community,
I hope you’re all doing well. I’m currently working on creating a report that displays both qualified and unqualified leads, utilizing the lifecycle stages to differentiate. However, when I add the lifecycle stage to the display, it results in multiple colors instead of the desired two for qualified and unqualified.
Ideally, I’d like to have a line graph showing the number of leads for each month, divided into two distinct colors representing qualified and unqualified leads, along with a percentage breakdown. Now we move the data to an excel file and the transfer it to Canva which is time consuming and not responcive to changes.
Has anyone successfully tackled this issue without resorting to adding a custom field? I’m looking for a solution that allows for effective aggregation of the data on a single graph.
Any guidance, tips, or experiences would be greatly appreciated!
Thank you in advance for your assistance.
Kuba
Hi @KubaNowakowski,
Can you share a screenshot of your report and report settings? Are lifecycle stage and qualitification status the only two fields? If so, switching the places of the two should already solve the issue. You can either break down lifecycle stage by qualification or you can break down qualification by lifecycle stage.
If your report is displaying a third property, then breakdowns by all three are not possible directly.
Please share more context / screenshots and I can elaborate.
Best regards
Hi @karstenkoehler , nice to see you here!
I need to create a report like this
What I have right now is this
@KubaNowakowski the final report doesn’t seem to be including lifecycle stage at all - which property are you using to filter the two HubSpot reports? Generally, you would simply use that property in a pie chart and you should be all set.
So right now I display Count of contacts filtered by lead status and lifecycle stage
when i switch to pie chart we can see mutiple collors for the filtered lifecycle stage and it creates confusion when people I report to see the graph. Of course the actuall graph would have all lifecycle stages. This one is just an example.
I am looking for a solution to create a simple pie chart just like the one I added to my previous response
@KubaNowakowski if a combination of lead status and lifecycle stage determines whether a contact is qualified or unqualified, you’ll have to set up a property “Qualification status” and use a workflow to set the value “Unqualified” or “Qualified”, based on the lead status and lifecycle stage values. You can then use the “Qualification status” property in a pie chart.
OK, I was hoping for a different way just with filteres but OK. It should be prety easy to implement. Thanks! Any advise on what safety provision add to the workflow so the data is correct?
@KubaNowakowski could you elaborate on what you mean when you say safety provision?
Never mind 
, just need to cover my qualification criteria with the workflow and I should be good on the data quality. Thanks for the help!
@karstenkoehler
I am not sure how to create a workflow that will help me update the Qualification status correclty. It should allow for reenrolments each time the lead status changes. Here is what I came up with so far. Trigger could not be set to each time the lead status changes. Any idea how to set it up properly?
Hi @KubaNowakowski,
If you add the criterion “AND Lead status is known” to each filter group and enable re-enrollment for it, that will do the trick.
Hi @karstenkoehler ! I finnaly implemented the new field and workflow and it works great! Thanks a lot for your help.
