Conversion Reporting for Company Lifecycle Stages and/or Lead Status

KFarn
Contributor

So many great experts here!

 

Does anyone know what is the lowest plan level (no clear direction from HS Sales) that would enable us to mearsure Conversion rates from COMPANY (not Contacts) for Lead Status or Lifecycle Stage. HS Free Plan has some built in reports for some of this BUT it's only for contacts.

 

We'd rather measure these at a Company level.

 

Thanks in advance for any info.

 

Keith

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @KFarn,

 

That would be any of the Professional subscriptions mentioned at the beginning of this article: https://knowledge.hubspot.com/reports/create-new-custom-funnel-reports

 

If you'd like to discuss one on one whether any of these is worth their price in your current situation / with your current requirements, feel free to message me.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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danmoyle
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

@KFarn I hear you. I've been a HubSpot user for a long time and I've seen limitations at tiers that don't make sense from time to time. It's the "joy" of a SaaS tool for sure. I'd say it's worth looking for others saying similar things about your specific ask in the ideas/product forum here, or adding it yourself. HubSpot does pay attention to feedback. Not guaranteed to make a change, but it may help if more voices speak up about features and pricing. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!

I use all tools available to help answer questions. This may include other Community posts, search engines, and generative AI search tools. But I always use my experience and my own brain to make it human.


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Dan Moyle

Solutions Consultant

Digital Reach Online Solutions
emailAddress
daniel@digitalreachopm.com
website
https://www.digitalreachos.com/

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5 Replies 5
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @KFarn,

 

That would be any of the Professional subscriptions mentioned at the beginning of this article: https://knowledge.hubspot.com/reports/create-new-custom-funnel-reports

 

If you'd like to discuss one on one whether any of these is worth their price in your current situation / with your current requirements, feel free to message me.

 

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.

KFarn
Contributor

Thanks @karstenkoehler 

I appreciate your insights. I wish some of these more basic functionalities would be available on lower prices plans. Especially considering the report type is already available for Contacts...and just not Companies.

 

Thanks again!

danmoyle
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

@KFarn I hear you. I've been a HubSpot user for a long time and I've seen limitations at tiers that don't make sense from time to time. It's the "joy" of a SaaS tool for sure. I'd say it's worth looking for others saying similar things about your specific ask in the ideas/product forum here, or adding it yourself. HubSpot does pay attention to feedback. Not guaranteed to make a change, but it may help if more voices speak up about features and pricing. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!

I use all tools available to help answer questions. This may include other Community posts, search engines, and generative AI search tools. But I always use my experience and my own brain to make it human.


linkedininstagram

Dan Moyle

Solutions Consultant

Digital Reach Online Solutions
emailAddress
daniel@digitalreachopm.com
website
https://www.digitalreachos.com/
KFarn
Contributor

Here's what can be done with contacts. But no option for companies.

KFarn_0-1761700702404.png

 

0 Upvotes
STierney
Community Manager
Community Manager

Hey @KFarn - thanks for posting in the Community!

I'd like to tag in @karstenkoehler and @danmoyle to see if they have any insight on this!

Shane, Senior Community Moderator





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