Dashboards & Reporting

AKemple
Participante

Calculating Number of Touches to Convert

resolver

I am currently trying to figure out the correct number of tasks in a sequence for my SDRs. With that, I'd like to determine how many calls/activities on average it takes each of our SDRs to convert a lead to a deal. Has anyone figured out any reports that can caculate this? I've tried about a dozen other ways and cant figure out anything accurate

1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Calculating Number of Touches to Convert

resolver

Hi @AKemple,

 

Historically, I think, this is not possible.

 

Going forward, here's what you could do if you have access to workflows (available in Professional subscriptions).

 

First, create a property Number of sales activities leading up to deal creation. Then create a contact-based workflow. This workflow enrolls contacts when their Lifecycle stage is any of Opportunity. (This is automatically set when a deal is created for a contact.) Now, for the last step, simply use the 'Copy property value' action and copy the value from Number of sales activities to Number of sales activities leading up to deal creation.

 

By doing that, you're freezing that number in a new property where it doesn't keep on counting up. You can use it for reporting.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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1 Respuesta 1
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Calculating Number of Touches to Convert

resolver

Hi @AKemple,

 

Historically, I think, this is not possible.

 

Going forward, here's what you could do if you have access to workflows (available in Professional subscriptions).

 

First, create a property Number of sales activities leading up to deal creation. Then create a contact-based workflow. This workflow enrolls contacts when their Lifecycle stage is any of Opportunity. (This is automatically set when a deal is created for a contact.) Now, for the last step, simply use the 'Copy property value' action and copy the value from Number of sales activities to Number of sales activities leading up to deal creation.

 

By doing that, you're freezing that number in a new property where it doesn't keep on counting up. You can use it for reporting.

 

Best regards!

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.