Do you have any good tips on how to prepare a report for Marketing (preferably in visual form), with the dates of conversion to the stages and the number of Leads transitioning to the new stage on a given day? What I mean exactly is to point out that on day XYZ 13 Leads moved to the SQL stage, and 2 Leads moved to the MQL stage, etc. (for all Lead Stages).
This card can, as far as I know, currently not be customized. The sales workspace is still in beta, however, so you could either provide feedback in-app (typically a small element in the bottom left or right corner of the app) or submit a request to the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas
These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand
Thank you! What about the second part of my post? “Do you have any good tips on how to prepare a report for Marketing (preferably in visual form), with the dates of conversion to the stages and the number of Leads transitioning to the new stage on a given day? What I mean exactly is to point out that on day XYZ 13 Leads moved to the SQL stage, and 2 Leads moved to the MQL stage, etc. (for all Lead Stages).”
I did answer this
I said that you can use Hubspot default properties (Date entered MQL for
example) or create a custom date stamp property for the information you
need.
Dates of lifecycle stages - you have these properties as default in HubSpot (Date entered). You can also create date stamp properties for every other property you want to measure.
Thank you! What about the second part of my post? “Do you have any good tips on how to prepare a report for Marketing (preferably in visual form), with the dates of conversion to the stages and the number of Leads transitioning to the new stage on a given day? What I mean exactly is to point out that on day XYZ 13 Leads moved to the SQL stage, and 2 Leads moved to the MQL stage, etc. (for all Lead Stages).”
@ASobusiak when you create a custom report, you should see a data source leads. Within that source, you’ll also have the “Date entered” properties which you can put on the x-axis of a graph, and the count of leads on the y-axis: Create reports with the custom report builder
