Sequences to SQL and Closed/Won Reporting

Hi @LStrabelli,

There isn’t an out-of-the-box report for this, so the custom report builder is required here (available in Professional and Enterprise licenses). I wasn’t able to get this to work with Sequences as a data source but luckily, sequence information is also available on the contact record.

Disclaimer before we dive in: We will not be able to say how many sequences generated SQLs or revenue, we will be able to show how many SQLs or how much revenue was potentially influenced by a sequence.

We’ll create a report for each sequence, one by one. (I’m not aware of a better solution.) Here’s how you’d approach this.

Navigate to Menu > Reports > Reports > Create custom report > Custom report builder.

Select Contacts as primary data source and Companies.

Next, find out the sequence ID. The sequence ID is the number that you see when you navigate to Menu > Automation > Sequences > Manage and click on a sequence. Your URL should look like this: https://app.hubspot.com/sequences/PORTAL_ID/sequence/SEQUENCE_ID/edit. Copy the sequence ID.

Back in the Filters tab of your report, set up a report filter for the contact property Last sequence enrolled: “Last sequence enrolled has ever been equal to [sequence ID]”.

You’re report is now pre-filtered by all contacts who engaged with that sequence and you can go ahead and display the number of SQLs (e.g. Became a sales qualified lead date on the X-axis and Count of Contacts on the Y-axis with chart type vertical bar) or the revenue generated (e.g. Total revenue with chart type KPI).

You can of course also use the deal object as data source and display the Closed deal amount instead of the company Total revenue.

Let me know if you need further assistance with this.

Cheers!