Exporting Original Source Drill-Down 2 on Deals
Feb 23, 2018 1:13 PM
In our small, privately owned company, there is a lot of pressure to prove the ROI of our larger sponsored campaigns and our conferences. In this way, tracking the way that the lead originally appeared to us in a more detailed way than "offline, Email Marketing" etc and how much money it closed with is the most important aspect of my work.
The CEO, our board, and the other leaders do not care about influenced revenue, touches, or campagins that converted to a sale. We want to know: If we attended X conference, or sponsored X webinar offline, how many leads closed from it, and did we get our $30k back?
The only way I can find to do this cleanly is to be careful with lists, and then use the "original source drill down 2" on "Deals" in the CRM to track how much money closed. My plan was to export the deals with this property, and then create a pivot table to show number and value of deals closed in excel.
However, when you export deals with their original source drill down 2, you get Hubspot's internal code for the list, not the list name. For example, my list called "Great Conference A. csv" in "Drill Down Source 2" comes out in excel as "3124098lkad-kljasdfj2jdf-" Hubspot has said this is a known issue and they dont have a timeline for fixing it. They did provide some work-arounds, like saving a bunch of filters for the internal code (as opposed the list name) but that is really extensive.
Does anyone have ideas for other work arounds on how to find:
-How many leads a particular isolated large event generate?
-How many net new were generated?
-How much money closed from that event?