CRM

SAl-Basri
Participant

MQL to SQL

Résolue

Im trying to create a dashboard that you can track how many deals went from mql to sql but i cant get it to work?

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1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

MQL to SQL

Résolue

Hi @SAl-Basri,

 

Generally, MQL and SQL aren't a Deal stage, they're a Lifecycle stage. This means they're (usually) not stored on the deal but on the contact object.

 

In any case, you can create funnel reports on both objects: https://knowledge.hubspot.com/reports/create-custom-funnel-reports

 

If you do not have a Professional subscription, you'll find templates under Menu > Reports > Reports > Create report > search for 'funnel'.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Réponse
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

MQL to SQL

Résolue

Hi @SAl-Basri,

 

Generally, MQL and SQL aren't a Deal stage, they're a Lifecycle stage. This means they're (usually) not stored on the deal but on the contact object.

 

In any case, you can create funnel reports on both objects: https://knowledge.hubspot.com/reports/create-custom-funnel-reports

 

If you do not have a Professional subscription, you'll find templates under Menu > Reports > Reports > Create report > search for 'funnel'.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.