Reporting on custom behavioural events

Smart CRM & Sales Hub Dashboards & Reporting
1

Hey folks, I’ve created a custom report based on two custom behavioural events so I can track the conversion of one to another. The first is visits to a landing page and the second clicks to the CTA.

This is working effectively, but now, I’d like to track this on a weekly and daily basis and show this in graphical form so we can see the conversion rate changes over time. I can’t figure out the best way to do this, any ideas, please?

2

Hi @AWhiteley,

As far as I know, it’s currently not possible to visualize the conversion rate from one event to another in the default report types in HubSpot.

  • Either you create a custom report (Menu > Reports > Reports > Create report > Custom Report Builder > Custom Behavioral Events) and you’re able to visualize one behavioral event over time.
  • Or you create a Customer Journey Report (Menu > Reports > Reports > Create report > Custom Report Builder > Custom Behavioral Events) to visualize the conversion rate at one point in time.

That being said, if you have Operations Hub Enterprise, this might be possible by creating a dataset first, leveraging formula fields: Build and activate datasets in Data Studio

Unfortunately I don’t have a test portal at my disposal that has both the needed subscription type and custom behavioral events set up – you could find out by requesting an Operations Hub Enterprise demo from your HubSpot Sales rep.

Best regards

3

Hi, thanks for your response. Much appreciated. Unfortunately, we
don’t have Operations Hub Enterprise so I can’t try the data set option.
Ill have to try and figure out a workaround. Thanks!