Hello -
I’m wanting to create a comparison bar chart of # of New leads by month (while filtering out customers), but I’m stuck getting started.
I’m new when it comes to creating reports (and I have an entire list to get through), so any tips are greatly appreciated!
TIA!
Asia
Hi @asiaferguson,
You can create a custom report to compare the number of leads by month.
Are you measure number of leads on a contact or company level?
- Create single object contact or company report
- Data - selected properties
- Count of contacts or companies
- Create date or Date entered “Lead (Lifecycle Stage Pipeline)”
- Filters
- Create date is all time
- Filter to exclude customers or any other type of contacts / companies
- Visualization
- Bar Chart
Hope this helps!
Best regards,
Jonas De Mets
HubSpot Revenue Operations & Co-Founder @ Koalify
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This helps, thanks so much!
